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Position is responsible to develop and manage commercial accounts that meet established requirements, focus on customer service and maximize profitability with minimal risk for the bank.
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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.
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The responsibilities of this position include performing daily Automated Clearing House (ACH) exception functions, including qualifying or returning credit and debit rejects, processing ACH affidavits, stop payment request, phone inquiries, error resolution and research. Assist with processing windows and balancing of windows. All processing deadlines set by the National Automated Clearing House Association (NACHA) rules and Federal Reserve must be met to prevent losses.
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This associate is charged with the responsibility of assisting the BSA/AML Department with the daily monitoring of account activity, detection, and documentation of suspicious activity in customers’ accounts and the subsequent filing of suspicious activity reports as required under the Bank Secrecy Act and the Bank’s BSA/AML Compliance Program and Procedures.
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The purpose of this job is to utilize advanced knowledge and experience of acceptable middle market & corporate banking practices to provide day-to-day assistance for the Middle Market & Corporate Banking Relationship Managers and Portfolio Managers (all of the duties of CRM Assistant I, plus) complicated portfolio management, perfection of loan documentation, and technical assistance, as needed, to ensure timely and accurate coordination of reviews, loan renewals, loan modifications, exceptions and compliance resolution, and all other aspects of the corporate banking and portfolio management...
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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.
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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.
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The responsibilities of this position include managing daily CIS maintenance and data input to ensure accurate validation of customer, relationship, demographic and related data elements. This position demands both technical proficiency and a clear understanding of operational workflows that influence data accuracy and completeness. This role involves managing more complex corrective actions appropriate to the responsibilities at this level.
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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.
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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.
