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The purpose of this job is to operate under the guidance of Commercial Real Estate Portfolio Manager in the day-to-day activities of the Commercial Real Estate Department, while developing/building the skills necessary to progress as a Portfolio Manager. Other purposes are to assist in portfolio management, the preparation of loan packages, learning to monitor loan covenants compliance, exception reporting, clearing exceptions, loan draws, etc. And to conduct special projects as required.
Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer’s satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers will deepen customer relationships while also processing a variety of cash and non-cash transactions.
To be responsible for the overall management of the branch and its personnel and operations in a manner which maximizes growth and profitability through effective sales, service, and lending activities.
The Private Wealth Advisor serves as a trusted financial counselor to high-net-worth individuals and families. This role requires providing comprehensive wealth management solutions, including financial planning and estate planning guidance, while maintaining the highest standards of client service. The role will work with existing clients, prospects, internal partners and external partners in an effort to grow relationships and new business.
This position may be filled as a Level I, II or III. Additional responsibilities and...
Position is responsible to develop and manage commercial loan accounts that meet established lending requirements and maximize profitability to the bank with minimal risk.
The purpose of this job is to use commercial lending skills to provide practical application in the areas of portfolio management, preparation of loan packages, property inspections, relationship development and other duties as needed in such a way as to contribute to the overall achievement of departmental goals.
The purpose of this job is to use commercial lending skills to provide practical application in the areas of portfolio management, preparation of loan packages, property inspections, relationship development and other duties as needed in such a way as to contribute to the overall achievement of departmental goals.
