Description. Position Purpose. As a key player on our team, you will gather business requirements, produce cutting-edge technical solutions, and collaborate closely with stakeholders to ensure the successful implementation of nCino and Salesforce solutions. Your role will be pivotal in the continuous management and optimization of nCino, including workflow enhancements, maintenance, debugging, and end-user support. This position could be done in ...
Description. Position Purpose. This position is responsible for providing existing and prospective clients with information and advice regarding a wide range of financial planning products and services, utilizing specialized areas of expertise to find the appropriate products and services for each client. What you’ll do. Determines specific customer financial and investment needs. Provides advice to customers on personal investment product purcha...
Description. . Position Purpose. . Responsible for all phases of branch operations and compliance with policy and procedure. Open new accounts and process customer and account maintenance requests. Provide servicing of deposit and safe deposit box account relationships. May be responsible (as a back-up to the Branch Manager) for consumer lending, including real estate, within the branch market area. What you’ll do. Maximize staff efficiency and e...
Description. Position Purpose. Branch Banker Team Member demonstrates a commitment to delivering quality service. This position provides the best-in-class service to our customers by using the tools and resources provided to assist with their financial needs. What you’ll do. Process financial transactions with speed, efficiency, and accuracy. Inform staff of operational changes. Maintain adequate cash controls. Create and maintenance debit cards....
Description. Position Purpose. Assist Special Assets Officer and become proficient in handling all aspects within the department. Collection of delinquent loans and recovery of Charge-Off Loans, Master Card and/or Checking accounts, while maintaining a positive rapport with the Borrower(s). Document all written and verbal communications. using standard letter templates and/or creating accurate letters which cover all accounts. Respond to Direct a...
