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GENERAL SUMMARY Responsible for supporting the branch sales goals while overseeing all aspects of customer service levels and branch operational integrity. Responsible for personnel administration, staff development as well as the service driven sales culture of branch banking. Promote, implement, and ensure quality customer service. Provide operational support to areas involving business development and portfolio administration. Support customer retention and acquisition programs by partnering ...Read more about Customer Service & Sales ManagerMore
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GENERAL SUMMARY Responsible for the preparation/review (attorney prepared) loan documents for commercial loans. Obtain and review all necessary loan information to prepare/review adequate loan documents and takes appropriate action on any issues. Acts as a liaison with internal and external sources, coordinate meetings with related parties as needed, working with title companies as well as internal and external legal sources. Coordinates loan closing, ensuring that all loan documents are properl ...Read more about Loan Administration OfficerMore
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Flushing, Queens, NY, USA ● Req #2123Friday, February 23, 2024GENERAL SUMMARY Responsible for supporting the branch sales goals while overseeing all aspects of customer service levels and branch operational integrity. Responsible for personnel administration, staff development as well as the service driven sales culture of branch banking. Promote, implement, and ensure quality customer service. Provide operational support to areas involving business development and portfolio administration. Support customer retention and acquisition programs by partnering ...Read more about Assistant Customer Service & Sales ManagerMore
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GENERAL SUMMARY The VP, Internal Audit Manager reports directly to the SVP, Chief Internal Auditor. Assists in preparing the annual risk assessment and developing the annual internal audit plan. Provides day-to-day supervision and guidance to the audit staff. Manages audit projects and routinely interacts with senior and executive management. Performs complex audits, as needed. DIRECT REPORTS The VP, Internal Audit Manager will typically have 4-6 direct reports for which they have administ ...Read more about VP, Internal Audit ManagerMore
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GENERAL SUMMARY Responsible for primarily handling teller transactions, providing operational support, cross-selling bank products/services, and resolving customer service issues. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. As needed, will open accounts and refer customers to other areas of the bank as appropriate. Follow regulations and bank security procedures to protect customers as well as minimize risk to ...Read more about Relationship Banker I (PT)More
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GENERAL SUMMARY Responsible for primarily handling teller transactions, providing operational support, cross-selling bank products/services, and resolving customer service issues. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. As needed, will open accounts and refer customers to other areas of the bank as appropriate. Follow regulations and bank security procedures to protect customers as well as minimize risk ...Read more about Relationship Banker IMore
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GENERAL SUMMARY Proactively develops a client base to which appropriate wealth management products can be sold. Analyzes customers’ financial needs and advises them on investment choices and insurance products that best meet their needs to optimize the financial performance and achieve the highest level of customer satisfaction. Ensures that all business originations are in compliance with audit and regulatory standards. DIRECT REPORTS This position may supervise the Financial Advisor Assistan ...Read more about Financial AdvisorMore
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GENERAL SUMMARY Proactively develops a client base to which appropriate wealth management products can be sold. Analyzes customers’ financial needs and advises them on investment choices and insurance products that best meet their needs to optimize the financial performance and achieve the highest level of customer satisfaction. Ensures that all business originations are in compliance with audit and regulatory standards. DIRECT REPORTS This position may supervise the Financial Advisor Assistan ...Read more about Financial AdvisorMore
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GENERAL SUMMARY Responsible for primarily handling teller transactions, providing operational support, cross-selling bank products/services, and resolving customer service issues. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. As needed, will open accounts and refer customers to other areas of the bank as appropriate. Follow regulations and bank security procedures to protect customers as well as minimize risk to ...Read more about Relationship Banker I (Temp)More
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Los Angeles, CA, USA ● Req #1942Tuesday, February 6, 2024GENERAL SUMMARY Primarily responsible for ensuring the Bank’s compliance with non-deposit investment product and foreign exchange (ForEx) laws and regulations. In this regard, the Non Traditional Banking Products Compliance Officer (NTBPCO) will monitor changes in applicable laws and regulations, provide support to the Chief Compliance Officer and the Compliance Committee, Wealth Management and Foreign Exchange Departments of the Bank in interpreting and understanding laws and regulations, and ...Read more about AVP, Non-Traditional Banking Products Compliance OfficerMore
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Union City, CA, USA ● Req #2136Monday, January 29, 2024GENERAL SUMMARY Responsible for primarily opening new accounts, cross-selling bank products/services, referring customers to other areas of the bank as appropriate, and resolving customer service issues. As needed, will process teller transactions and provide operational support. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. Follow regulations and bank security procedures to protect customers as well as minimize r ...Read more about Relationship Banker II or Sr. Relationship BankerMore
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GENERAL SUMMARY Responsible for primarily handling teller transactions, providing operational support, cross-selling bank products/services, and resolving customer service issues. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. As needed, will open accounts and refer customers to other areas of the bank as appropriate. Follow regulations and bank security procedures to protect customers as well as minimize risk ...Read more about Relationship Banker I or IIMore
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GENERAL SUMMARY Assist Financial Advisor (FA) with all administrative related tasks. Provides sales, processing, operational, administrative, and customer service support to Financial Advisor. Assist in the coordination of activities, travel arrangements, scheduling conferences/meetings, managing Financial Advisor’s calendar, and other projects as assigned. Act as a liaison between the client, Financial Advisor, and back office. ESSENTIAL FUNCTIONS Answer telephone calls (responding, scree ...Read more about Assistant to Financial AdvisorMore
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GENERAL SUMMARY Travel to various branches within assigned region to promote and support superior customer service and for monitoring/maintaining the quality of the operational activities within assigned region. Work closely with Deposit Operations Administration-Branch Services department for all branch operational procedures, and other areas within Deposit Operations Administration for problems or issues relating to audits, security, personnel, losses, or service. May provide recommendations ...Read more about Senior Regional Operations OfficerMore
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GENERAL SUMMARY Responsible for supporting the branch sales goals while overseeing all aspects of customer service levels and branch operational integrity. Responsible for personnel administration, staff development as well as the service driven sales culture of branch banking. Promote, implement, and ensure quality customer service. Provide operational support to areas involving business development and portfolio administration. Support customer retention and acquisition programs by partnering ...Read more about Customer Service & Sales ManagerMore
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GENERAL SUMMARY The Sr. Project Manager is responsible for leading and managing a cross-functional team to deliver defined project outputs on time, within budget, and with quality results. The Sr. Project Manager has primary responsibility for defining, planning, tracking, and managing the enterprise project, for identifying key resources, and providing the direction they require in order to meet project objectives. The Sr. Project Manager will work closely with senior leaders to understand the ...Read more about Senior Project ManagerMore
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GENERAL SUMMARY Branch Manager is responsible for the overall success of the branch with a primary focus on retaining banking relationships and developing new business for the bank. DIRECT REPORTS The incumbent supervises the entire staff within the branch. ESSENTIAL FUNCTIONS Management of and total accountability for a branch office in meeting administrative, Compliance, operational, sales and service, and profitability objectives of the bank. Make regular business development call ...Read more about VP, Branch ManagerMore
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GENERAL SUMMARY Branch Manager is responsible for the overall success of the branch with a primary focus on retaining banking relationships and developing new business for the bank. DIRECT REPORTS The incumbent supervises the entire staff within the branch. ESSENTIAL FUNCTIONS Management of and total accountability for a branch office in meeting administrative, Compliance, operational, sales and service, and profitability objectives of the bank. Make regular business development calls to s ...Read more about VP, Branch ManagerMore
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GENERAL SUMMARY Responsible for supporting the branch sales goals while overseeing all aspects of customer service levels and branch operational integrity. Responsible for personnel administration, staff development as well as the service driven sales culture of branch banking. Promote, implement, and ensure quality customer service. Provide operational support to areas involving business development and portfolio administration. Support customer retention and acquisition programs by partneri ...Read more about Customer Service & Sales ManagerMore
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GENERAL SUMMARY The Data Quality Specialist will be responsible for testing data accuracy and performing data analysis and record-keeping in order to improve the quality of data on critical reports, data sets and databases. The Specialist will work with reporting teams, data domain stewards and Technology to identify and document data quality rules, requirements, and lineage of critical data elements (CDEs). The Specialist will be responsible for the design and execution of necessary data tests ...Read more about AVP/VP, Data Quality SpecialistMore