Responsible and accountable for credit underwriting and origination of new credits from existing and/or new customers to include renewals, modifications, and annual reviews. Make appropriate loan structure recommendations. Order and/or perform property inspections and/or valuation updates on real estate collateral per Bank policy. Monitor credit risk by periodically evalu

Process deposits, withdrawals, check cash and other transactions quickly and accurately. Ensure that negotiable instruments and cash are accounted for by following proper security policies and procedures. Answer branch telephone calls and assist with customer requests or issues. Review and verify daily reports assigned by Branch Management. Perform all functions of assign

Through an organized and consultative approach, develops new depository and loan customer relationships with prospective clients that includes telephonic, face to face visits and written communication to introduce the Bank's products and services. Participates in community events and tradeshows to promote the Bank's available services and financial products. Meets with ce

Review accuracy of client submissions and reroute if necessary in Salesforce. Update or maintain priority and status of outstanding transactions daily. Record client contact and outstanding requests for internal reference and record keeping. Maintain, organize, and archive purchase documents with consistency and detail. Complete asset setup in systems consistent with inte

Process cash and securities transactions in the trust accounting system related to private equity, private debt, and real estate onboarding. Ensure all transactions are processed accurately and according to the relevant documentation. Ensure all documentation related to the transaction is appropriately archived and noted in Salesforce. Review relevant documentation for pr

Responsible and accountable for credit underwriting and origination of new credits from existing and/or new customers to include renewals, modifications, and annual reviews. Make appropriate loan structure recommendations. Order and/or perform property inspections and/or valuation updates on real estate collateral per Bank policy. Monitor credit risk by periodically evalu

Demonstrate independence in the execution of the annual enterprise RCSA workshops and quarterly enterprise RCSA updates in collaboration with first and second line of defense risk owners. As part of the RCSA process, assist senior and executive management in identifying and assessing existing and emerging risks, and developing metrics and thresholds for key risk indicator

Use working knowledge of various processes, asset types, and service levels across the firm to quickly analyze the root cause of issues and determine the correct course of action, following up on the item to ensure ultimate resolution. Mitigate company risk through following all security and fraud prevention requirements. Educate advisors, clients, and third parties on do

Works closely with Credit Analyst and Portfolio Manager to ensure financial packages are complete. Sends out tickler letters as requested by the Portfolio Manager or Credit Analyst. Performs call back function on established provisionally received ticklers for loan originations and modifications. Periodic updating of tickler and covenant notes as requested by the Portfoli

Assists clients in opening all types of personal and complex non personal checking, savings and certificate of deposit accounts. Complies with CIP standards and reviews all new account documentation for accuracy, ensuring complete compliance with Bank policies and procedures serving as a first line of defense for risk management. Has a thorough knowledge of bank products

Oversee day to day operational activities and processes to include adherence to Bank policy and procedures; audit, compliance and regulatory standards and enforcement of operational controls to ensure sound operating environment. Responsible for reviewing and verifying reports and certifications as required. Enforcing security and safety in accordance with Bank policy and

When not serving as Review Lead, perform detailed and independent loan file reviews, using technical subject matter expertise and knowledge, focusing on the examination of more complex credits. Demonstrate independent judgment in evaluating loan credit quality, thoroughness of risk identification, accuracy of financial analysis, appropriateness of loan structure, support

Process deposits, withdrawals, check cashing, and other Bank Transactions including night deposit, courier and ATM deposits within assigned limits serving as the first line of defense from a risk management perspective. Balance and maintain cash drawer in accordance with branch performance standards. Proactively respond to incoming calls and serves as a customer advocate

Ensure delivery of exceptional customer service via telephone or through email by taking ownership of each customer inquiry, question or concern to resolution Make appropriate decisions on behalf of the customer quickly and effectively. Provide information and knowledgeable assistance efficiently and professionally. Ability to effectively prioritize work to ensure efficie

Review and analyze assigned automated transaction alerts produced from the bank's AML monitoring system. Conducts sufficient analysis of the customer patterns and activities in order to Provide clear written statement supporting disposition decision and documentation within the AML software. Meet productivity and quality expectations. Reviews assigned watchlist filtering