Consistently meets or exceeds monthly production goals. Increase conforming loan applications through marketing and generating referrals from centers of influence, previous customers and client referrals. Introduce their self sourced customers to other lines of business within the bank. Develop business outside of retail branch network through real estate agents, homebuil

Indepenently administer and interpret fiduciary accounts in accordance with applicable laws and regulations and the stipulations of governing documents, local law or Court Order under which authority is conferred. Communicates directly with clients, Bank staff and Centers of Influence who are related to the client's accounts as part of day to day administration. Oversee a

Meets or exceeds individual sales and retention goals adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance. Independently expands existing relationships and solicits new business through client referrals and cold calling efforts to meet or exceed the Bank's strategic goals. Requires significant marketing presentation, sa

Partner with assigned business units and the Vendor Management Office to establish an appropriate engagement process to enable meaningful oversight and portfolio management and ensure business adherence to related risk policies, standards, and procedures. As the Second Line function, ensure that there is adequate oversight of the VMO, to include risk assessments for vendo

Consistently meets and/or exceed assigned individual and team sales goals. Increases Bank relationships through cross selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service. Develops and maintains a prospect list of potential clients. Participates in networking, outside sales efforts and cold calling as app

Expert at conducting gap analysis, communicate results, and use expert knowledge to implement frameworks and standards changes to NIST, SOX and GLBA controls. Proficient monitoring compliance with industry and government rules and regulations, interpret impact and develop or revise policies, standards, and processes to meet regulatory standards applicable to the business.

Coordinates with the Business & Sales Service Manager in preparing required reports and performs other functions as required. Responsible for servicing clients and opening account referrals for larger branches. Provides assistance in completing Requests for information (RFIs) from the BSA department as needed. Assist in completing Financial ticklers as well as signature c

Proactively and pleasantly greets clients to establish a connection and develop rapport, providing outstanding, personalized client experience. Client Services duties include and not limited to helping in the lobby to ensure clients are being attended to at all time; when not servicing clients in the teller line, the Universal Banker is required to assist clients in the l

Achieves and exceeds set production goals and qualitative performance benchmarks. Directs and manages the sales and service of financial services to Corporate Banking target market clients and prospects in accordance with loan quality guidelines, approval standards and production goals. Requires significant marketing presentation, sales and relationship building skills. E

Meets and exceeds Banking Center set production goals. Independently expands existing relationships and solicits new business through client referrals and outside of the banking center cold calling efforts to meet or exceed the Bank's strategic goals. Provides leadership to a team of sales professionals and ensures that established sales and revenue goals are met or excee

Consistently meets and/or exceed assigned individual and team sales goals. Increases Bank relationships through cross selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service. Develops and maintains a prospect list of potential clients. Participates in networking, outside sales efforts and cold calling as app

Proactively and pleasantly greets clients to establish a connection and develop rapport, providing outstanding, personalized client experience. Client Services duties include and not limited to helping in the lobby to ensure clients are being attended to at all time; when not servicing clients in the teller line, the Universal Banker is required to assist clients in the l

Develop new client business in target international using external knowledge of market (LATAM). Meets or exceeds investment referral goals, deposit goal DDA and interest bearing accounts adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance. Collaborates with the team to generate, identify, qualify, and prioritize new pro

Develop new client business in target international using external knowledge of market (LATAM). Meets or exceeds investment referral goals, deposit goal DDA and interest bearing accounts adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance. Collaborates with the team to generate, identify, qualify, and prioritize new pro

Proactively and pleasantly greets clients to establish a connection and develop rapport, providing outstanding, personalized client experience. Client Services duties include and not limited to helping in the lobby to ensure clients are being attended to at all time; when not servicing clients in the teller line, the Universal Banker is required to assist clients in the l