Here are our current job openings. Please view the details for more information, and apply from that page if you are interested.
The International Relationship Manager Sr coordinates at a senior level with the sales team to establish, build, and sustain Business Banking relationships with companies with gross sales of generally less than $10mm. Responsible for the overall success and growth for assigned sales territory. Represents the bank as the primary relationship manager with clients in the book of business. Involved in the credit process including Credit Underwriting, Portfolio Management and Review, Wisk/Credit Grading and Risk Identification and management. Portfolio management will include servicing covenant compliance, collateral monitoring.
Principal Duties & Responsibilities:
- Meets or exceeds individual sales and retention goals adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance.
- Independently expands existing relationships and solicits new business through client referrals and cold calling efforts to meet or exceed the Bank’s strategic goals.
- Works closely with the team to generate, identify, qualify, and prioritize new prospects.
- Generates proposal and develops sales strategies at an expert level.
- Develops, expands, and maintains referral sources.
- Documents relationship process as needed.
- Works with clients in analyzing problems and propose solutions.
- Acts as client’s advocate in securing suitable credit and cross selling products and services.
- Structures and completes unsecured business loans.
- Evaluates business, management, industry, financial and structural risk, and documents assessment in a credit approval document.
- Organizes and leads involved sales initiative, including generating complex, customized proposals.
- Works to develop and maintain solid relationships with all partners.
- Maintains expert level knowledge of all bank products and services.
- Participates in special projects as needed.
- Must be willing to participate in community organizations and activities.
- Meets the requirements of the S.A.F.E Act and expected to follow procedures including notifying Human Resources of any changes in current status.
The International Senior Relationship Manager is responsible for building, managing and retaining a portfolio of international high-net-worth individuals, and entrepreneurs. Banker expectation is to meet and exceed goals by developing new Wealth and Depository relationships from prospects and existing clients. Through a proactive need based selling approach, the banker will cross-sells bank products, including but not limited to Treasury Management Services and consumer lending products. The banker coordinates at a senior level with the assigned partner to establish, build, and expand Commercial Relationships for high-net-worth individuals that owns business companies.
The International Senior Relationship Manager is expected to deliver the highest level of client service to the client base while adhering to the Bank’s BSA/AML, Compliance and Policies and Procedures, responding to all client requests on a timely basis and providing prompt and white glove service. Responsible for the development of International Private Clientele through business development, social functions, association memberships and development of relevant international COIs.
Principal Duties & Responsibilities:
- Develop new client business in target international corridor using external knowledge of market (LATAM)
- Meets or exceeds individual sales goals adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance. Knowledge of cross border rules, limitations and requirements.
- Maintains expert level knowledge of all financial products (including Investments & Trust) and services.
- Works closely with the team to generate, identify, qualify, and prioritize new prospects.
- Independently expands existing relationships and solicits new business through client or COI referrals.
- Knows the market, the competition and has an informed, strategic view for the business.
- Generates proposal and develops sales strategies at an expert level.
- Develops, expands, and maintains referral sources.
- Documents relationship process as needed.
- Works with clients in assessing client goals, analyzing gaps or problems and propose solutions.
- Acts as client’s advocate in securing suitable credit and cross selling products and services.
- Evaluates business, management, industry, financial and structural risk, and documents assessment in a credit approval document.
- Organizes and leads involved sales initiative, including generating complex, customized proposals.
- Works to develop and maintain solid relationships with all partners.
- Participates in special projects as needed.
- Must be willing to participate in community organizations and activities.
- Meets the requirements of the S.A.F.E Act and expected to follow procedures including notifying Human Resources of any changes in current status.
- Bankers who hold a FINRA license are required to maintain their license in good standing by adhering to policies and procedures, including completion of all firm and regulatory trainings. Bankers must remain current on product knowledge and general investments.
The International Relationship Manager Sr coordinates at a senior level with the sales team to establish, build, and sustain Business Banking relationships with companies with gross sales of generally less than $10mm. Responsible for the overall success and growth for assigned sales territory. Represents the bank as the primary relationship manager with clients in the book of business. Involved in the credit process including Credit Underwriting, Portfolio Management and Review, Wisk/Credit Grading and Risk Identification and management. Portfolio management will include servicing covenant compliance, collateral monitoring.
Principal Duties & Responsibilities:
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Consistently meets and exceeds individual and/or team sales goals, including but not limited to deposit, loans and other, as applicable.
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Independently expands existing relationships and solicits new business through client referrals and cold calling efforts to meet or exceed the Bank’s strategic goals.
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Works closely with the team to generate, identify, qualify, and prioritize new prospects.
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Generates proposal and develops sales strategies at an expert level.
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Develops, expands, and maintains referral sources.
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Documents relationship process as needed.
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Works with clients in analyzing problems and propose solutions.
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Acts as client’s advocate in securing suitable credit and cross selling products and services.
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Structures and completes unsecured business loans.
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Evaluates business, management, industry, financial and structural risk, and documents assessment in a credit approval document.
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Organizes and leads involved sales initiative, including generating complex, customized proposals.
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Works to develop and maintain solid relationships with all partners.
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Maintains expert level knowledge of all bank products and services.
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Participates in special projects as needed.
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Must be willing to participate in community organizations and activities.
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Meets the requirements of the S.A.F.E Act and expected to follow procedures including notifying Human Resources of any changes in current status.
The Loan Services Syndication Officer is responsible for coordinating and processing of large and complex syndicated loan activities, such as loan servicing processes (boarding, QC, loan transactions) for Capital Market clients. This position requires a depth knowledge of the Syndicated Loan Market, particularly the role of Administrative Agent. Ensures compliance with all applicable loan and syndicate terms, loan regulations and Bank's policies and procedures.
Principal Duties and Responsibilities:
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Ensures all Syndication Lending transactions are booked timely and accurately, minimizing operational risks and losses and ensuring compliance with all loan regulations as well as bank policies and procedures.
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Responsible for validating (QC) the on boarding of all Syndicated deals: Loan terms, Collateral, escrow terms, insurance monitoring, Banks/Participation terms.
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Reconciles daily funding and payment activity to account for all daily cash transactions.
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Calculates complex interest and fee accruals at various rate levels.
- Work with the Loan Processing unit to reconcile any loan servicing concern.
- Responsible for the day-to-day oversight of the loan Syndication servicing transactions, ensuring that that loans and participations are being managed in compliance with loan agreements, loan regulations as well as bank policies and procedures minimizing operational risks.
- Work with the Escrow and Insurance team as well as outside Service Provider to ensure the Syndication portfolio.
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Resolve complex transactions, where expertise is required to interpret loan terms, loan regulations, as well as bank policies and procedures.
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Calculates complex interest and fee accruals at various levels (Base loans, Participations)
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Responsible for resolving all types of research, claims, inquiries for Capital Market customers as well as for all Banks participating in the Syndicate.
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Research and resolve all loan and participations related issues which may include missing payments, margin changes, unprocessed draw requests, escrow disbursements, insurance, etc.
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Communicates with agents regarding issues around these specialized facilities.
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Responsible for the ongoing reconcilement of each Bank’s share: principal, interest, payment bills, past dues.
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Responsible for the remittance of funds to each participant (loan payments, fees, etc.). Reconciles daily funding and payment activity to account for all daily cash transactions.
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Responsible for the reconciliation of all control reports that may impact the portfolio (daily, monthly, quarterly, etc.) and escalate as needed to minimize any Operational Risk impact.
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Responsible for coordinating the funds transmittal from each Bank at time of each disbursements (loan advances). Coordinate with other internal applicable units: Construction, ABL, Capital Market.
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Responsible for overseeing the generation of all applicable notices for base loans and participations: billings, past dues, ARM notices, insurance notices, remittance, annual statements
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Act as SME for all projects impacting the Loan Operations unit in relation to the Syndication loan processes and products.
- Ensures all lending transactions are booked and managed correctly, minimizing operational risks and losses and ensuring compliance with all bank policies and procedures.
The Private Wealth Advisor Senior is responsible for consulting with current and prospective clients to identify and meet their financial goals, primarily through providing wealth advisory and investment management solutions, including financial planning services and the corresponding sale of non-depository investment products. Focuses on analyzing goals, objectives, liquidity needs, and risk tolerance, to determine which investment solutions best meet the client's needs and then offers those products and services as appropriate. Always dedicated to recommending and selling investment solutions that are best suited for the client and meet fiduciary standards, regardless of whether such solutions are offered through City National Bank or Bci Securities. Also, responsible for the continued counsel and advice for accounts with existing clients. Highly organized individual with knowledge of essential systems, policy and procedures, investment products and services, including financial planning and asset allocation techniques. Responsible for ensuring that all business transactions and practices in the individual's span of control, comply with all regulations which are essential to the sound business operations of the bank.
Principal Duties & Responsibilities:
- Meets or exceeds individual sales and retention goals adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance.
- Independently expands existing relationships and solicits new business through client referrals and canvassing efforts to meet or exceed the Bank’s strategic goals.
- Serves as a subject matter expert in the areas of investments, tax planning, estate planning, retirement planning and general financial planning.
- Meets with clients to assess current and future financial status, needs and goals, determines risk tolerance levels and develops sound recommendations for action through the utilization of non-depository investments and/or fiduciary products and services.
- Ensures production adherence to the Bank’s standards of net new asset growth and retention.
- Ensures regulatory and bank policy compliance in all facets of the jobs.
- Ensures Client profile is updated routinely so investments remain consistent with risk tolerance.
- Proactively updates Client accounts, CRM, and relevant internal databases as necessary and on a timely basis so as to ensure their completeness and accuracy and for reporting purposes.
- Provides on-going administration of accounts, including periodic review with the clients and reassessing whether progress towards their financial goals are being achieved.
- Interacts with outside sources (i.e. accountants, attorneys) to encourage the referral of potential clients.
- Meets with Bank’s Relationship Managers (RM) on a continuous basis for the purpose of training and updating on investments and financial planning.
- Will also work with RMs to identify and solicit clients that would benefit from the bank’s investment, financial and Trust products and services and to introduce clients to RM’s for depository services.
- Manages client communications and follow-up with clients.
Responsible for working with other Project Managers to manage bank-wide, multi-department initiatives using appropriate project management methodologies that provide consistency and frameworks focused on managing expectations of the sponsor and team. Identifies critical steps such as definition of scope, success, worst-case, budget, required resources, and develops schedules to ensure timely completion of projects. Understands project objectives, assembles project teams, works closely with third-party vendors on co-managed projects, defines and motivates team members' roles and functions to effectively coordinate the activities of the team to achieve objectives and is responsible for the overall success of assigned projects.
Principal Duties & Responsibilities:
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Identifies project team members. Identifies the groups and/or project phases of projects. Coordinates the scheduling and time requirements of team members. Follows up with stakeholders. Manages expectations. Ensures timely completion of tasks.
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Through financial analysis provides Executive Management with related financial information and cost estimates, benefit and ROI project.
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Provides suggested solutions, approaches and methodologies (i.e., conducts investigation, research, reengineering, etc.), including estimates on resource needs, length of time to complete, personnel needed, estimated budget, etc.
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Standardizes communication and reporting procedures to enhance the exchange of information between project personnel, particularly on large-scope projects.
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Clearly defines project requirements and acceptance criteria to ensure management and project team understanding of expectations.
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Identifies and defines success to help keep the project in scope, particularly by applying quantitative measurements. Identifies worst case to minimize risk exposure.
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Monitors budgets throughout projects to help management assess and control expenditures.
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Manages and monitors tasks and testing to ensure consistency, communication and expectation management.
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Demonstrates an understanding of core business principles, project management methodologies and work-flow structures.
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Manages project documentation to provide for sufficient auditing of projects.
The Real Estate Relationship Manager is the primary bank contact for professional real estate developers and investors. Originates construction, bridge and term mortgage loans in the context of servicing large dollar volume relationships. Participates in related business development activities; including the generation of deposits, non-interest, income and the cross-selling of bank products.
Principal Duties & Responsibilities:
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Meets or exceeds individual sales and retention goals adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance.
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Independently expands existing relationships and solicits new business through client referrals and cold calling efforts to meet or exceed the Bank’s strategic goals.
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Requires significant marketing presentation, sales and relationship building skills.
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Responsible for reaching and surpassing individual goals for new client acquisition, new loans, incremental deposits, incremental treasury management revenues and referrals to other of CNB’s Lines of Business
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Calls on potential or existing clients to develop new business or retain and expand existing business.
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Provides best-in-class service to clients and prospective clients.
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Meets with applicants to develop a complete package of information on both the real estate which will serve as collateral and the financial condition of the borrower(s) and/or guarantor(s).
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Uses outside contacts and resources in researching the credit history of the borrower(s)/guarantor(s).
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Uses outside contacts and resources in researching the market for and value of the real estate collateral.
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With independent analysis, ensures full compliance with loan terms. Promptly identifies potential issues and alerts management of any problems in the portfolio.
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If the loan is an acceptable risk for the bank, negotiates the terms of the loan with the client based on the risk in the loan, current conditions in the financial markets, overall profitability of the loan and the current internal goals of the bank.
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Develops a complete loan committee presentation, using the banks credit department or Real Estate Underwriter.
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Proficient in the utilization of client management systems and has a well-defined sales process, including call preparation, follow up, relationship planning, time management and prospecting.
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Maintains a high level of calling and prospecting activity.
The Resiliency, Security, and Safety lead supports designated elements of Resiliency, Security, and Safety. The lead will provide professional skills related to business continuity planning, crisis management, and program management. Will support the Line of Business (LOB) partners in developing business continuity and disaster recovery plans. Will conduct a business impact analysis, a business interruption risks assessment, and recovery gap analysis, producing appropriate executive-level reporting and recommendations for remediation. Must be able to capitalize on business opportunities to refine production processes to mitigate exposure during disruptions of service without adversely affecting day-to-day operations, including recovery solutions and workarounds. Will indirectly facilitate others in the development of continuity and recovery documentation across the Bank.
Principal Duties & Responsibilities:
- Implement and provide plans and recommendations in managing the work and activities involved in improving protection, resiliency, and reliability.
- Responsible for independently managing the maintenance and the testing of the IT Disaster Recovery Plans and coordination of plan objectives with the continuity plans from the business units.
- Responsible for maintaining and updating the mass notification tools and teams and annual testing.
- Establishes scope and objectives of Disaster Recovery tests at offsite locations and schedule test timing and resources accordingly; Must be available to coordinate and evaluate the DR Testing.
- Works closely with the appropriate IT teams to align business continuity strategy with the IT Disaster Recovery Plans (DRP); stay current on planned infrastructure and application changes to ensure timely and accurate updates to the DRP in a very dynamic environment.
- Specialized knowledge and certifications such as CBCP, PMP, CBCI
- Solid understanding of business processes analysis, and improvement strategies as well as technology and data dependencies within the IT infrastructure and how they affect recovery strategies.
- Collaborates with IT and business process owners to create beneficial outcomes
- Updates and reviews business impact analysis and risk assessments and creates gap analysis
- Supports the ongoing development and documentation of business continuity plans and crisis documentation
- Coordinates yearly business continuity plan and disaster recovery plan exercises, including crisis management plan tabletop exercise and event-specific scenarios such as pandemic, active shooter, cyber resilience, etc.
- Coordinates development of business unit schedules for annual business continuity documentation maintenance and updates, exercises, and independent review and validation.
- Prepares reports and metrics of recovery capabilities that define gaps and risks to the Banks resiliency.
- Functions as lead coordinator and point of contact during crisis situations – must be available as first responder and key point of contact and coordinator during any disaster scenario. This position supports the business continuity function.
The Sales & Service Banker will be responsible in servicing our clients and opening account referrals for the larger business centers in the company. Responsible for meeting the needs and expectations of clients by servicing, promoting and selling the Bank's products and services, while increasing deposits and fee incomes, reducing expenses, maintaining and expanding superior best in class client relations, and consistently meeting or exceeding assigned individual referral goals or team sales goals. Services all clients account needs.
Principal Duties & Responsibilities:
- Coordinates with the Business & Sales Service Manager in preparing required reports and performs other functions as required.
- Responsible for servicing clients and opening account referrals for larger branches.
- Provides assistance in completing Requests for information (RFIs) from the BSA department as needed.
- Assist in completing Financial ticklers as well as signature cards in a timely manner
- Proactively seeks ways to develop and expand client relationships in order to contribute towards the Bank’s success.
- Develops and maintains a prospect list of potential client through identifying cross selling opportunities.
- Responsible for the retention and growth of the Banking Center team goals. In other words, helps with client retention and deepens existing relationships.
- Develops deposit and loan relationships, via client referrals.
- Well versed in all Bank products and services to ensure relationship building opportunities and maintains strong relationships with current clients.
- Cross trained in all paying, receiving and collection functions including cash handling.
- Accurately processes transactions, adheres to strict security measures balancing procedures.
- May provide loan support functions, such as help prepare prescreen memos, loan documentation scanning with the guidance from Business Market Leader.
- Identifies client needs and will coordinate/refer to other lines of business as needed including meeting referral goal expectations.
- Opens and processes all types of accounts, products and/or services for clients after consulting with them on their specific needs.
- Makes over draft decisions on a daily basis, pay/return decisions using independent judgment within authority limits.
- Handles general client inquiries. Reconciles client statements, confers with operations personnel regarding discrepancies in balances and other problems and works toward the proper maintenance of the account files.
- Services all client account needs: accepts deposits, cashes checks within limits as specified by bank policy, processes withdrawals, sell travelers checks, and cashier checks. Accepts loan payments, etc.
- Works closely with all lines of business and other departments to deliver an integrated and seamless experience for clients.
- Maintains strong product knowledge and knowledge of the marketplace.
- Works with other bank employees on the approval of transactions necessary for the efficient operation of the bank.Ensures compliance with the Bank’s operational and security policies and procedures so as to ensure that maximum accounting integrity and security prevails at all times.
- Completes all necessary G/Ltickets and balances accurately.
- Ensures that reports required by Senior Management are accurate and completed on time.
- Responsible for opening and closing the banking center.
- Meets the requirements of the S.A.F.E. Act and expected to follow procedures including notifying Human Resources of any changes in current status.
The Private Banking Officer serves as relationship manager for a portfolio of high net worth individuals, including, but not limited to Attorneys, CPAs, Physicians and entrepreneurs. Meets and exceeds goals by developing new loans and depository business from prospects and existing clients. Cross-sells bank products, including but not limited to Treasury Management Services. The individual will structure, negotiate and close loan transactions while assuring that a deposit component is prevalent in every loan transaction and new relationship. Individual is expected to deliver the highest level of client service to the client base while responding to all client requests on a timely basis by providing prompt and efficient service. Responsible for the development of Private Client Group clientele through business development calling efforts, social functions and association memberships.
Principal Duties & Responsibilities:
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Meets or exceeds individual sales and retention goals adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance.
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Independently expands existing relationships and solicits new business through client referrals and cold calling efforts to meet or exceed the Bank’s strategic goals.
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Requires significant marketing presentation, sales and relationship building skills.
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Maintains an active calling program with prospects, existing clients and referral sources. Participates in outside activities through business and civic organizations that reflect and define the Private Banking market.
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Manages and develops loan and deposit account relationships. Responds to all client requests on a timely basis providing prompt and efficient service.
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Under the parameters of procedures and individual authority, recommends and/or makes significant decisions regarding overdrafts, wires, pricing, structuring etc., for Loans, Treasury products, client servicing and other.
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Makes decisions of significant importance related to risk associated with the loan, documentation needed from client, negotiation of terms, etc.
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If loan is an acceptable risk for the bank, negotiates the terms of the loan with the client based on the risk of the loan, current conditions in the financial markets, overall profitability of the loan and overall client relationship, and the current internal goals of the bank.
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Independently reviews all new and renewal loan requests, coordinates and actively participates in the underwriting process together with appropriate Risk Officer, ensuring adherence to the bank’s credit policies and criteria in loan decisions.
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With independent analysis, maintains portfolio quality, monitors past due loans, minimizes the risk of loan losses and keeps exceptions to a minimum. Ensures full compliance with loan terms. Promptly identifies potential issues and alerts management of any problems in the portfolio. Submits timely and accurate reports as required.
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Reviews account relationships on an ongoing basis to determine financial needs of clients (i.e. Treasury Management Services, etc.) and actively cross-sells all of the bank’s products and services.
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Reviews all loan requests, coordinates and actively participates in the underwriting process, ensuring adherence to the bank’s credit policies and procedures. Obtains all necessary approvals on new credit requests or modifications.
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Maintains portfolio quality, monitors past due loans, minimizes the risk of loan losses and keeps exceptions to a minimum. Ensures full compliance with loan terms. Promptly alerts management of any problems in the portfolio.
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Provides accurate and timely responses to requests for information from Enterprise Risk Department as it pertains to high-risk reviews and CIPs (Client Information Profiles).
Serves small businesses with annual revenues from $250k to $5 million providing comprehensive financial solutions to our clients. Responsible for meeting the needs and expectations of customers by servicing, promoting and selling the Bank’s products and services, increasing deposits and fee income, reducing expenses, maintaining and expanding superior client relations, and consistently meeting or exceeding assigned individual or team sales goals. Services all customer account needs. Coordinates with the Bank Manager in preparing required reports and performs other functions as required for the sound operations of the bank. Cross trained in all paying, receiving and collection functions including cash handling. Accurately processes transactions, adheres to strict security measures balancing procedures. May provide loan support functions in certain offices.
Principal Duties & Responsibilities:
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Consistently meets and/or exceeds assigned individual, team and revenue goals within a designated market and gaining complete knowledge of the business and personal financial needs of assigned clients.
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Proactively seek ways to develop and expand client relationships in order to contribute towards the Bank’s success.
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Develops and maintains a prospect list of potential customers. Participates in networking, outside sales efforts and cold calling as appropriate.
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Acts as the face of the Bank in the community and takes appropriate leadership roles as available.
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Responsible for growing the profitability of the small business client base.
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Develops deposit and loan relationships.
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Prospects and acquires new priority small businesses.
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Retains and deepens existing relationships.
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Responsible for new acquisition activities.
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Analyzes client’s financial conditions and recommends financial solutions to best meet client’s business and personal needs.
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Well versed in all Bank products and services to ensure relationship building opportunities and maintains strong relationships with current clients.
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Identifies client needs and will coordinate/refer to other lines of business as needed including meeting referral goal expectations.
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Opens and processes all types of accounts, products and/or services for clients after consulting with them on their specific needs.
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Makes overdraft decisions on a daily basis, pay/return decisions using independent judgment within authority limits.
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Handles general client inquiries. Reconciles client statements, confers with operations personnel regarding discrepancies in balances and other problems and works toward the proper maintenance of the account files.
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Services all customer account needs: accepts deposits, cashes checks within limits as specified by bank policy, processes withdrawals, sell travelers checks, and cashier checks. Accepts loan payments, etc.
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Works closely with all lines of business and other departments to deliver an integrated and seamless experience for clients.
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Maintains strong product knowledge and knowledge of the marketplace. Works with other bank employees on the approval of transactions necessary for the efficient operation of the bank.
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Keeps abreast of changing business trends that impact the Personal and Business Banking area and translates those rends into business opportunities.
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Well versed in all Bank products and services to ensure relationship building opportunities.
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Ensures compliance with the Bank’s operational and security policies and procedures so as to ensure that maximum accounting integrity and security prevails at all times.
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Completes all necessary G/L tickets and balances accurately.
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Ensures that reports required by Senior Management are accurate and completed on time.
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Responsible for opening and closing the banking center.
Serves small businesses with annual revenues from $250k to $5 million providing comprehensive financial solutions to our clients. Responsible for meeting the needs and expectations of customers by servicing, promoting and selling the Bank’s products and services, increasing deposits and fee income, reducing expenses, maintaining and expanding superior client relations, and consistently meeting or exceeding assigned individual or team sales goals. Services all customer account needs. Coordinates with the Bank Manager in preparing required reports and performs other functions as required for the sound operations of the bank. Cross trained in all paying, receiving and collection functions including cash handling. Accurately processes transactions, adheres to strict security measures balancing procedures. May provide loan support functions in certain offices.
Principal Duties & Responsibilities:
- Consistently meets and/or exceeds assigned individual, team and revenue goals within a designated market and gaining complete knowledge of the business and personal financial needs of assigned clients.
- Proactively seek ways to develop and expand client relationships in order to contribute towards the Bank’s success.
- Develops and maintains a prospect list of potential customers. Participates in networking, outside sales efforts and cold calling as appropriate.
- Responsible for growing the profitability of the small business client base.
- Develops deposit and loan relationships.
- Prospects and acquires new priority small businesses.
- Responsible for new acquisition activities.
- Analyzes client’s financial conditions and recommends financial solutions to best meet client’s business and personal needs.
- Identifies client needs and will coordinate/refer to other lines of business as needed including meeting referral goal expectations.
- Opens and processes all types of accounts, products and/or services for clients after consulting with them on their specific needs.
- Makes overdraft decisions on a daily basis, pay/return decisions using independent judgment within authority limits.
- Handles general client inquiries. Reconciles client statements, confers with operations personnel regarding discrepancies in balances and other problems and works toward the proper maintenance of the account files.
- Services all customer account needs: accepts deposits, cashes checks within limits as specified by bank policy, processes withdrawals, sell travelers checks, and cashier checks. Accepts loan payments, etc.
- Works closely with all lines of business and other departments to deliver an integrated and seamless experience for clients.
- Maintains strong product knowledge and knowledge of the marketplace. Works with other bank employees on the approval of transactions necessary for the efficient operation of the bank.
- Well versed in all Bank products and services to ensure relationship building opportunities.
- Ensures compliance with the Bank’s operational and security policies and procedures so as to ensure that maximum accounting integrity and security prevails at all times.
- Completes all necessary G/L tickets and balances accurately.
- Ensures that reports required by Senior Management are accurate and completed on time.
- Responsible for opening and closing the banking center.
- In conjunction with Lending staff or within own scope of authority interviews prospective loan applicants. Collects all pertinent customer supplied documents to support the credit decision process.
- Assists the underwriting officer or Bank Manager in obtaining complete information on the loan request and communicates with customer as needed. Based on the type of loan, may close the loan ensuring compliance with all credit regulations.
Serves small businesses with annual revenues from $250k to $5 million providing comprehensive financial solutions to our clients. Responsible for meeting the needs and expectations of customers by servicing, promoting and selling the Bank’s products and services, increasing deposits and fee income, reducing expenses, maintaining and expanding superior client relations, and consistently meeting or exceeding assigned individual or team sales goals. Services all customer account needs. Coordinates with the Bank Manager in preparing required reports and performs other functions as required for the sound operations of the bank. Cross trained in all paying, receiving and collection functions including cash handling. Accurately processes transactions, adheres to strict security measures balancing procedures. May provide loan support functions in certain offices.
Principal Duties & Responsibilities:
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Consistently meets and/or exceeds assigned individual, team and revenue goals within a designated market and gaining complete knowledge of the business and personal financial needs of assigned clients.
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Proactively seek ways to develop and expand client relationships in order to contribute towards the Bank’s success.
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Develops and maintains a prospect list of potential customers. Participates in networking, outside sales efforts and cold calling as appropriate.
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Acts as the face of the Bank in the community and takes appropriate leadership roles as available.
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Responsible for growing the profitability of the small business client base.
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Develops deposit and loan relationships.
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Prospects and acquires new priority small businesses.
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Retains and deepens existing relationships.
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Responsible for new acquisition activities.
-
Analyzes client’s financial conditions and recommends financial solutions to best meet client’s business and personal needs.
-
Well versed in all Bank products and services to ensure relationship building opportunities and maintains strong relationships with current clients.
-
Identifies client needs and will coordinate/refer to other lines of business as needed including meeting referral goal expectations.
-
Opens and processes all types of accounts, products and/or services for clients after consulting with them on their specific needs.
-
Makes overdraft decisions on a daily basis, pay/return decisions using independent judgment within authority limits.
-
Handles general client inquiries. Reconciles client statements, confers with operations personnel regarding discrepancies in balances and other problems and works toward the proper maintenance of the account files.
-
Services all customer account needs: accepts deposits, cashes checks within limits as specified by bank policy, processes withdrawals, sell travelers checks, and cashier checks. Accepts loan payments, etc.
-
Works closely with all lines of business and other departments to deliver an integrated and seamless experience for clients.
-
Maintains strong product knowledge and knowledge of the marketplace. Works with other bank employees on the approval of transactions necessary for the efficient operation of the bank.
-
Keeps abreast of changing business trends that impact the Personal and Business Banking area and translates those rends into business opportunities.
-
Well versed in all Bank products and services to ensure relationship building opportunities.
-
Ensures compliance with the Bank’s operational and security policies and procedures so as to ensure that maximum accounting integrity and security prevails at all times.
-
Completes all necessary G/L tickets and balances accurately.
-
Ensures that reports required by Senior Management are accurate and completed on time.
-
Responsible for opening and closing the banking center.
Serves small businesses with annual revenues from $250k to $5 million providing comprehensive financial solutions to our clients. Responsible for meeting the needs and expectations of customers by servicing, promoting and selling the Bank’s products and services, increasing deposits and fee income, reducing expenses, maintaining and expanding superior client relations, and consistently meeting or exceeding assigned individual or team sales goals. Services all customer account needs. Coordinates with the Bank Manager in preparing required reports and performs other functions as required for the sound operations of the bank. Cross trained in all paying, receiving and collection functions including cash handling. Accurately processes transactions, adheres to strict security measures balancing procedures. May provide loan support functions in certain offices.
Principal Duties & Responsibilities:
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Consistently meets and/or exceeds assigned individual, team and revenue goals within a designated market and gaining complete knowledge of the business and personal financial needs of assigned clients.
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Proactively seek ways to develop and expand client relationships in order to contribute towards the Bank’s success.
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Develops and maintains a prospect list of potential customers. Participates in networking, outside sales efforts and cold calling as appropriate.
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Acts as the face of the Bank in the community and takes appropriate leadership roles as available.
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Responsible for growing the profitability of the small business client base.
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Develops deposit and loan relationships.
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Prospects and acquires new priority small businesses.
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Retains and deepens existing relationships.
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Responsible for new acquisition activities.
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Analyzes client’s financial conditions and recommends financial solutions to best meet client’s business and personal needs.
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Well versed in all Bank products and services to ensure relationship building opportunities and maintains strong relationships with current clients.
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Identifies client needs and will coordinate/refer to other lines of business as needed including meeting referral goal expectations.
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Opens and processes all types of accounts, products and/or services for clients after consulting with them on their specific needs.
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Makes overdraft decisions on a daily basis, pay/return decisions using independent judgment within authority limits.
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Handles general client inquiries. Reconciles client statements, confers with operations personnel regarding discrepancies in balances and other problems and works toward the proper maintenance of the account files.
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Services all customer account needs: accepts deposits, cashes checks within limits as specified by bank policy, processes withdrawals, sell travelers checks, and cashier checks. Accepts loan payments, etc.
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Works closely with all lines of business and other departments to deliver an integrated and seamless experience for clients.
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Maintains strong product knowledge and knowledge of the marketplace. Works with other bank employees on the approval of transactions necessary for the efficient operation of the bank.
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Keeps abreast of changing business trends that impact the Personal and Business Banking area and translates those rends into business opportunities.
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Well versed in all Bank products and services to ensure relationship building opportunities.
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Ensures compliance with the Bank’s operational and security policies and procedures so as to ensure that maximum accounting integrity and security prevails at all times.
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Completes all necessary G/L tickets and balances accurately.
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Ensures that reports required by Senior Management are accurate and completed on time.
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Responsible for opening and closing the banking center.
Jump start a career in the field of banking! Our 2024 summer internship program offers hands-on experience and an opportunity to learn the fundamentals of the banking industry as well as its products and services. Learn to accomplish objectives by developing and prioritizing actions as well as establishing and communicating the work plan to the appropriate participants. Our summer internship program will provide exposure to a wide range of diverse team members, projects and leaders.
City National Bank of Florida relies on a network of Third Parties to provide products and services to enable and support operations throughout the institution. As a result, the bank's exposure to various risks is heightened. Inadequate onboarding and on-going management of Third Parties could result in security breaches, operational inefficiencies, legal action, financial loss, and severe damage to our reputation. To address this challenge, City National Bank of Florida has implemented a Third-Party Risk Management Program (TPRM) to identify and evaluate risks and provide proper oversight of our business relationships. The Third-Party Risk Officer is responsible for the execution and oversight of the company's TPRM lifecycle requirements for engagements across multiple lines of business. The portfolio of engagements represents a significant base of critical and high-risk commercial relationships requiring comprehensive and rigorous oversight and compliance with the Third-Party Risk Management Policy and regulatory requirements. The Third-Party Risk Officer evaluates and monitors all aspects of the services; independently assesses increasing and emerging risks in the Third-Party space. In this role, the leader also assists with the development of enhancements to new or existing Third-Party policies and procedures and takes on any other responsibilities assigned by the Director that will be related to key initiatives and or other company businesses and functions. To be successful in this role, the Third-Party Risk Officer must be an effective change agent and collaborator, possess the skills and willingness to perform duties that are a combination of tactical, transactional, and strategic in nature. The role will offer a high level of visibility to key management stakeholders.
Principal Duties & Responsibilities:
- Partner with assigned business units and the Vendor Management Office to establish an appropriate engagement process to enable meaningful oversight and portfolio management and ensure business adherence to related risk policies, standards, and procedures.
- As the Second Line function, ensure that there is adequate oversight of the VMO, to include risk assessments for vendors, identification of critical vendors, cadence for periodic reviews, risk rating of vendors, documentation received by vendors at onboarding and/or during the lifecycle of the vendor engagement.
- Execute responsibilities articulated in the relevant policies pertaining to Third-Party Risk Management.
- Conduct and document deep dive reviews into significant current or emerging risk areas as they relate to Third-Party Vendors engaged with the institution.
- Ensure Lines of Business, Risk areas, VMO and TPRM are working jointly to ensure compliance of activities across the risk life cycle to include Contract Reviews, Information Security Reviews, and Ongoing Monitoring.
- In collaboration with relevant stakeholders, develop risk mitigation strategies and action plans as appropriate across commercial relationships.
- Oversee and or develop Ongoing Monitoring (OGM) plans in alignment with TPRM policy for newly onboarded Third Parties and ensures Business Owners are executing OGM plans for existing engagements.
- Execute Issue Management end-to-end activities (issue identification, prioritization, assignment, remediation, closure) for matters pertaining to Third Parties, as well as the Third-Party Program.
- Leverage core tools to provide effective oversight and challenge risk ratings and risk tolerance.
- Lead risk assessment cross-functional reviews to proactively identify inherent and residual risks related to new and existing contractual relationships.
- Conducts internal testing of dispute processes to ensure control.
- Acts as SME to senior stakeholders and /or other team members.
The Treasury Management Analyst, supports the Treasury Management Sales team throughout the sales cycle and providing treasury solutions to both prospects and existing clients. Facilitates in the preparation of proposals and implementation of products and services. Responsible for examining internal client data and external 3rd party data to help improve revenue generation; help improve operational performance through data analysis. Perform operations functions related to production of treasury service offerings (either daily function or implementation).
Principal Duties & Responsibilities:
- Provides support to new or existing bank clients and works with internal and external contacts with service requests, inquiries or technical issues related to specific bank and treasury management services.
- Works with the Treasury Management Director on various tasks, including but not limited to: Maintaining the department Pitch Book updated Treasury Management pipeline management Routine monthly and one-off reporting Ongoing review of waiver and/or exception pricing Preparing and managing Relationship Reviews Profitability and cost analysis, as well as build pricing database Assist with Treasury Management sales opportunities Maintain Treasury Management Contact Management Sheet current
- Researches, designs and assists with implementation of new products and services.
- Analyzes, identifies and assesses data attributes; develops recommendations and processes to improve operational performance ensuring adherence to department policies and procedures, including, but not limited to pricing and cost study analysis.
- Conducts client analysis and contributes with proposal generation.
- Takes ownership and deliver timely resolution of client issues.
- Utilizes a working knowledge of the various Treasury Management products and solutions provided by the bank to originate and participate in marketing efforts.
- Trains bank officers with regards to department products.
- Works with the Treasury Sales Officers with support in proposing and implementing Treasury Management solutions for clients.
This position is responsible for performing various functions within the Treasury Management Group, but is not limited to, the review and establishing new implementations pertaining to Treasury Management services/Merchant Services and their corresponding features, as well as maintaining strict security controls of these products. Strictly adheres to all bank and departmental policies and procedures, including segregation of duties and access to platforms.
Principal Duties & Responsibilities:
- Follows policies and procedures and exercises good judgment to ensure client privacy, Bank security and fraud/loss prevention.
- Assists supervisor in departmental cross training when necessary.
- Reviews Treasury Management Agreements to establish and performs accurate client access and set-up for all Treasury Management products and services according to required approvals, policies and procedures.
- Maintains and performs accurate updates and temporary limit and/or access changes to existing customers.
- Troubleshoots and solves problems within Treasury Management by following all policies, procedures and processes.
- Provides full customer support, including, but not limited to forgotten passwords, one-time pass code or other security methods, installation and/or reinstallation of product software or device drivers, file testing assistance, client training, and etc. on all Treasury Management products and services that are supported by the department and received via the various contact points (phone, email, KACE, system platforms, etc.).
- Establishes and maintains customer set-ups, products, functions and investigations.
- Maintains electronic files for client requests with regard to Treasury Management.
- Actively and accurately participates in product testing, implementation, and conversions, as needed and required.
- Provides onsite or verbal (conference call) training, installation and service of Treasury Management products.
- Identifies cross-selling opportunities and refers to Treasury Management Sales Officers as appropriate.
- Communicates effectively within the department and with other departments at the Bank.
- Maintain a high degree of accuracy while boarding account and customer information into various systems.
- Maintain knowledge of compliance, risk and banking regulations.
- Maintain a high degree of confidentiality with customer information.
The Treasury Management Portfolio Specialist is responsible for performing various functions for new and existing Top Tier Clients identified within the Treasury Management Group. This includes, but is not limited to, actively participating in the on-boarding of new Top Tier clients and additional services for existing Top-tier clients. Serve as the client's primary servicing point of contact for Treasury Management and maintaining thorough knowledge of the relationship. Responsible for client retention and satisfaction and proactively initiates contact with clients, as needed to provide superior service. Works with the Relationship Managers and Treasury Management Sales Officers to expand client relationships in Treasury Management. Strictly adheres to all bank and departmental policies and procedures, including segregation of duties and access to platforms.
Principal Duties & Responsibilities:
- Follows policies and procedures, exercises good judgment to ensure client privacy, Bank security and fraud/loss prevention.
- Actively participates in the on-boarding of new Top Tier clients and additional services for existing Top-tier clients, as identified by the Bank by reviewing Treasury Management Agreements to establish and perform accurate client access and set-up for all Treasury Management products and services according to required approvals, policies and procedures.
- Serves as the client’s primary servicing point of contact for Treasury Management, maintaining thorough knowledge of the relationship.
- Responsible for client retention and satisfaction by responding to all existing client requests in a timely and efficient manner.
- Proactively initiates contact with clients as needed to provide superior service.
- Maintains strong Treasury Management product knowledge.
- Works with the Relationship Managers and Treasury Management Sales Officers to expand client relationships by identifying needs for new Treasury Management services.
- Continually communicates with Relationship Managers and/or Treasury Management Sales Officers regarding client activities, issues, and potential opportunities.
- Participates in on-site client visits and relationship reviews.
- Identifies and assesses data attributes based on client needs; develops recommendations and processes to improve operational performance ensuring adherence to department policies and procedures, including, but not limited to pricing and cost study analysis.
- Maintains and performs accurate updates and service limit changes and/or access changes to existing Top-Tier clients.
- Troubleshoots and solves problems within Treasury Management by following all policies, procedures and processes.
- Provides full customer support, including, but not limited to forgotten passwords, one-time pass code or other security methods, installation and/or reinstallation of product software or device drivers, file testing assistance, client training, and etc. on all Treasury Management products and services that are supported by the department and received via the various contact points (phone, email, KACE, system platforms, etc.).
- Takes ownership and deliver timely resolution of client issues.
- Establishes and maintains customer set-ups, products, functions and investigations.
- Maintains electronic files for client requests with regard to Treasury Management.
- Actively and accurately participates in product testing, implementation, and conversions, as needed and required.
- Provides onsite or verbal (conference call) training, installation and service of Treasury Management products for Top-Tier clients.
- Identifies cross-selling opportunities and refers to Treasury Management Sales Officers as appropriate.
- Effectively communicates with other departments within the Bank, fully understanding the importance of teamwork and communication.
- Ensures that all client relationships are set up in Analysis composites accordingly.
- Ensures all Treasury Management Project Management related activities are completed and executed in a timely manner.
- Maintain a high degree of accuracy while boarding account and customer information into various systems.
- Maintain knowledge of compliance, risk and banking regulations.
- Maintain a high degree of confidentiality with customer information.
- May assist in special projects and tasks for the department as directed.
Support Relationship Officers in the task of identifying new Treasury Management revenue sources and supporting the retention of existing clients. Responsible for meeting or exceeding assigned sales and retention goals. Sells Treasury Management Services, provides company analysis, and technical support in the Treasury Management department. May participate in the supervision of Treasury Management Coordinators.
Principal Duties & Responsibilities:
- Meets or exceeds individual sales and retention goals adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance.
- Independently expands existing relationships and solicits new business through client referrals and cold calling efforts to meet or exceed the Bank’s strategic goals.
- Generates new Treasury Management revenue sources.
- Resolves treasury management operational problems requiring identification of cause and implementation of corrective action with Treasury Management staff or other departments.
- Conducts on-site sales and service meetings with complex Treasury Management clients for identification and integration of multiple services.
- Acts as a consultant to prospects, clients, and officers to develop and implement Treasury Management systems.
- Prepares and negotiates complex Treasury Management service proposals.
- Independently completes agreements and correspondence with clients.
- Organizes and conducts training sessions for calling clients.
- Participates in the development of marketing and training materials.
- Develops and maintains an in-depth understanding of the Treasury Management products offered by the Bank and the processes for delivering these services.