GENERAL SUMMARY Assists in all aspects of monitoring activities related to the USA/FFIEC’s Bank Secrecy Act Anti..., supports, and respects others. Results of Bank’s BSA/AML examinations will be considered in evaluating the individual...
areas applicable to the Bank. Obtain and maintain a general understanding of business activities, objectives, applicable... laws, regulations, and associated risks to the Bank and industry. Identify opportunities for, and participate in approved...
in designing, executing, and maturing the bank’s Risk and Control Self-Assessment (RCSA) program. ORBP will provide expert... development, validation, and enhancement of the bank’s Key Risk Indicators (KRIs) in partnership with owners and SMEs. Monitor KRI...
%) of his/her work time away from the Bank’s offices sourcing 50% or more of leads themselves and meeting with clients and potential... clients to sell the Bank’s products. ESSENTIAL FUNCTIONS Proactively solicit new business relationships through calling...
banking relationships and developing new business for the bank. DIRECT REPORTS The incumbent supervises the entire staff..., Compliance, operational, sales and service, and profitability objectives of the bank. Make regular business development calls...
bank products/services, and resolving customer service issues. Process transactions with accuracy and efficiency... to other areas of the bank as appropriate. Follow regulations and bank security procedures to protect customers as well as minimize...
operational support, cross-selling bank products/services, and resolving customer service issues. Process transactions... accounts and refer customers to other areas of the bank as appropriate. Follow regulations and bank security procedures...
banking relationships and developing new business for the bank. DIRECT REPORTS The incumbent supervises the entire staff..., Compliance, operational, sales and service, and profitability objectives of the bank. Make regular business development calls...
and Bank’s other products and services. PM is expected to provide “best-in-class†service to these loan clients while following... established Bank’s policies and procedures. ESSENTIAL FUNCTIONS PM is to work closely with SRM(s) and Team Managers on the...
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, tra...