Summary: We're seeking a skilled Trust Portfolio Advisor to join our team, responsible for developing and implementing investment strategies for personal trust and investment management accounts. The ideal candidate will have a strong fou...
and soundness for the sustainability of the credit union. Comply with all Anti Money Laundering laws such as the Bank Secrecy Act... calls to members, including internal lists. Establishes new memberships, checking, savings accounts, term investments, IRAs...
Time Off program Extended Illness Bank $5,000 Tuition reimbursement Credit Union Enrollment Option Fitness Center... of FT/PT benefits available: Three comprehensive medical plans to choose from, including a Health Savings Account option...
office functions, including light Human Resource administration including union administration duties (where applicable.... Additional benefits may include retirement savings plans like 401(k) and paid days off such as parental leave and disability...
. Cross sell bank products and services as applicable and appropriate. Demonstrate strong sales and service leadership skills.... Knowledgeable in bank operations, procedures, and in the types of transactions which are more desirable to the Bank. Structure...
Description : The Senior Commercial Services & Construction Administrator is responsible for preparing Commercial Loans, Mortgage documents, and providing administrative support to assigned Loan Officers. They will also provide direct sup...
, Bank policy and processes and government regulations. Must have knowledge on all Retail Lending products and program..., as necessary. Confirm loan rate and terms meet Federal and Bank guidelines. Prepare and deliver all Federally...
Trust & Wealth Management area. Work with the Bank’s Compliance Officer and Department management team to revise policies...-compliance or suspicious activity to management in a timely manner. Participate on various Bank Committees including the...
clients of the Bank in conjunction with the entire Wealth Management Team. The Manager is responsible for the development... with applicable legal and regulatory requirements, bank policies and procedures, and in conjunction with internal team members...
and prepare money orders, cashiers checks, bank-to-bank wires, savings bonds, travelers' checks and certificates of deposit... Process western union wires and cash advances Cross-sell bank services and products Provide bank services to a diverse...