Track and monitor Treasury products and limits to manage risk and ensure adherence to regulation compliance. Monitor ACH returns based on NACHA operating rules. Ensure NACHA compliance for all ACH origination. Monitor and report metrics related to Treasury products and other electronic banking products as requested. Conduct and track annual customer reviews for various pr

Books originations which meet and/or exceed annual origination objectives Launches and trains newly closed new Broker relationships which can products $1,000,000 and up in annual originations Motivate and drive Broker relationships towards stated objectives Takes ownership of training, communicates and administers new Broker relationships, both internally and externally A

Vault Tracking Serves as the primary point of contact for maintaining and accounting for all files/documents requested from any Line of Business (LOB), internal bank employees, auditors, or investors. Original files/documents should not leave the vault without a proper request and valid reason for needing originals since documents are imaged. Responsible for ensuring orig

Manage assigned portfolio, keeping current on follow up communication due. Within assigned portfolio, responsible for tracking and noting return premium, unearned commission, and deficiency balances due USP. Use diplomacy and tact when interacting with others within team environment, assisting teammates and sharing knowledge/information. Develop and maintain client relati

Strictly adheres to Bank Secrecy Act requirements and applies organizational policies and procedures in all activities Responsible for the financial growth of the banking center through establishing, expanding, and retaining high value consumer and business client relationships Proactively communicates with current and prospective clients to educate, ensure understanding,