The essential functions of the job include the following Proactive outreach to generate appointments for sales conversations Sales conversations to understand banking needs and financial goals Open deposit accounts and originate loans (including real estate secured loans) Identify referrals for wealth, mortgage and business/commercial banking Qualifications Bachelor's Deg

The essential functions of the job include, but are not necessarily limited to, the following Engaging customers in conversation to understand their banking needs and preferences Processing transactions accurately and efficiently Providing assistance with account servicing needs Facilitating customer awareness and education of bank services, including digital banking capa

Sales Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Represent the Bank in the community for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. Engage in sales practices that are aligned to create value for both the customer and the bank

Sales Support Supports sales efforts by assisting in all aspects of client or prospect review meeting preparation, appointment scheduling, and prospecting event planning. Ensures associates have the resources and information needed to close sales. Relationship Management Assists in client relationship management planning by providing timely, efficient administrative suppo

Sales Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Engage with customers, prospects and referral sources through proactive outreach. Represent the Bank in the community for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. Service Sta

The essential functions of the job include, but are not necessarily limited to, the following Proactive outreach to generate appointments for sales conversations Sales conversations to understand banking needs and financial goals Open deposit accounts and originate loans (including real estate secured loans) Identify referrals for wealth, mortgage and business/commercial

Sales Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Engage with customers, prospects and referral sources through proactive outreach. Represent the Bank in the community for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. Team Manage

The essential functions of the job include, but are not necessarily limited to, the following Proactive outreach to generate appointments for sales conversations Sales conversations to understand banking needs and financial goals Open deposit accounts and originate loans (including real estate secured loans) Identify referrals for wealth, mortgage and business/commercial

The essential functions of the job include, but are not necessarily limited to, the following Engaging customers in conversation to understand their banking needs and preferences Processing transactions accurately and efficiently Providing assistance with account servicing needs Facilitating customer awareness and education of bank services, including digital banking capa

The essential functions of the job include, but are not necessarily limited to, the following Proactive outreach to generate appointments for sales conversations Sales conversations to understand banking needs and financial goals Open deposit accounts and originate loans (including real estate secured loans) Identify referrals for wealth, mortgage and business/commercial

Review Responsible for principal approval review for securities and insurance transactions, exception reports, flagged transactions, and client accounts. Ensures all required information and documentation is present for principal approval requirements. Investigation Researches any discrepancies in client provided information and documentation. Investigates and takes corre