To manage assigned account portfolios in accordance with stated objectives, Trust Policy and State/Federal fiduciary regulations. This includes; 1. Work with the division's more significant and/or complex account relationships 2. Work with account administrators and clients to develop investment policy statements (IPS) 3. Select and monitor both individual investments and

Collect past due portfolio consumer real estate loans by telephone, or on an isolated occasion in person Collect past due secondary market, such as Federal Housing Administration (FHA), State of New York Mortgage Agency (SONYMA), Federal National Mortgage Association (FnMA), Mortgage Partnership Finance Program (MPF), Federal Home Loan Mortgage Corporation (Freddie Mac),

Establish new accounts within ClientWorks and gather appropriate paperwork for additional account features, account transfers, and compliance required disclosures and logs. Mail or docusign forms to clients as required. Send the OGRA welcome kit to new clients after assets have been received. Follow all steps of account opening from application to inception, making sure t

A Floating Customer Service Representative (CSR) will work in various branch offices in a defined geographical area and is responsible to deliver a positive customer experience to current and prospective bank customers on the banking floor. This position must be able to adapt well in the face of workplace stressors such as customers service complaints. It requires someone

Review Consumer loans via the Consumer LOS for quality assurance, adherence to compliance policies, regulatory polices (such as Fair Lending) underwriting, policies, and documentation requirements Review Consumer loans (including bank wide employee loans) via the various Consumer loan platforms Perform credit analysis and investigations as outlined in bank policy and proc

Provide quality customer service and a positive banking experience by handling financial transactions (i.e. cashing checks, handling deposits/withdrawals, etc.) with a professional attitude Actively listen for potential sales opportunities to promote specific bank products and services, and refer customers accordingly Conduct customer transactions with accuracy and prepar

A Customer Support Representative (CSR)/Teller Support Specialist is responsible to deliver a positive customer experience to current and prospective bank customers on the banking floor and the teller line. The person in this position will routinely move between the customer service desk and teller line as needed. A CSR/Teller Support Specialist must be able to adapt well

Provide quality customer service and a positive banking experience by handling financial transactions (i.e. cashing checks, handling deposits/withdrawals, etc.) with a professional attitude Actively listen for potential sales opportunities to promote specific bank products and services, and refer customers accordingly Conduct customer transactions with accuracy and prepar

A Branch Manager is responsible for meeting the financial service needs of customers while supervising assigned branch staff and adhering to required staffing levels. It is the Branch Manager's responsibility to ensure the Branch is in compliance with operating policy and procedures. A Branch Manager will normally manage a branch office having between $50MM and $99.9MM in

A Customer Support Representative (CSR)/Teller Support Specialist is responsible to deliver a positive customer experience to current and prospective bank customers on the banking floor and the teller line. The person in this position will routinely move between the customer service desk and teller line as needed. A CSR/Teller Support Specialist must be able to adapt well

Provide quality customer service and a positive banking experience by handling financial transactions (i.e. cashing checks, handling deposits/withdrawals, etc.) with a professional attitude Actively listen for potential sales opportunities to promote specific bank products and services, and refer customers accordingly Conduct customer transactions with accuracy and prepar

Solicit new business and lending opportunities from current and prospective customers Provide leadership and direct assigned region's activities to build a successful retail branch delivery system with concentration on customer service, growth, profitability, service quality, efficiency and risk management/loss control Establish annual goals and objectives for districts a

A Customer Service Representative (CSR) is responsible to deliver a positive customer experience to current and prospective bank customers on the banking floor. This position must be able to adapt well in the face of workplace stressors such as customers service complaints. It requires someone who will maintain the security of customer information, prioritize items of sig

This position is responsible for using data analytics from various available data sources, including but not limited to internal systems, to provide information regarding customers, markets, competitors, etc. that will measure performance and support business/marketing decisions. The Retail & Marketing Data Analyst responsibilities will include managing of customer and pr

A Floating Teller will work in various branch offices in a defined geographical area. A Teller is responsible to create and deliver a positive customer experience while conducting financial transactions. This position requires an individual with a positive attitude, who is a team player, and who is able to actively listen for customer financial needs in order to refer the