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GENERAL SUMMARY Under supervision of the Commercial Loan Servicing Supervisor and following established policies and procedures, perform all post-boarding duties relating to the servicing of the Bank’s commercial loan portfolio according to separation of duties established by the Department Manager including but not limited to the below functional duties. ESSENTIAL FUNCTIONS Prepare Pay Off Statements. Process Advance and Payment Requests. Process incoming wires. Process ACH charge back and N ...Read more about Loan Servicing Specialist I (Commercial)More
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GENERAL SUMMARY Responsible for primarily handling teller transactions, providing operational support, cross-selling bank products/services, and resolving customer service issues. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. As needed, will open accounts and refer customers to other areas of the bank as appropriate. Follow regulations and bank security procedures to protect customers as well as minimize risk ...Read more about Relationship Banker IMore
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GENERAL SUMMARY Responsible for primarily handling teller transactions, providing operational support, cross-selling bank products/services, and resolving customer service issues. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. As needed, will open accounts and refer customers to other areas of the bank as appropriate. Follow regulations and bank security procedures to protect customers as well as minimize risk ...Read more about Relationship Banker IMore
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GENERAL SUMMARY Travel to various branches within the assigned region to work as a substitute for Relationship Banker Is during absences, including vacations and emergency situations. Responsible for primarily handling teller transactions, providing operational support, cross-selling bank products/services, and resolving customer service issues. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. As needed, will open a ...Read more about Regional Relationship Banker IMore
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GENERAL SUMMARY The Data Governance Officer is responsible for providing data governance/data management support to the data domains and business units. Under minimal supervision, the Officer will create data governance training materials, document procedures, process flows, as well as Enterprise-standard templates to be used in the execution of data governance requirements by the data domains. ESSENTIAL FUNCTIONS Other responsibilities of the Data Governance Officer include: Produce data go ...Read more about Data Governance OfficerMore
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GENERAL SUMMARY Proactively develops a client base to which appropriate wealth management products can be sold. Analyzes customers’ financial needs and advises them on investment choices and insurance products that best meet their needs to optimize the financial performance and achieve the highest level of customer satisfaction. Ensures that all business originations are in compliance with audit and regulatory standards. DIRECT REPORTS This position may supervise the Financial Advisor Assist ...Read more about Financial AdvisorMore
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GENERAL SUMMARY Responsible for primarily handling teller transactions, providing operational support, cross-selling bank products/services, and resolving customer service issues. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. As needed, will open accounts and refer customers to other areas of the bank as appropriate. Follow regulations and bank security procedures to protect customers as well as minimize risk ...Read more about Relationship Banker IMore
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GENERAL SUMMARY Responsible for primarily handling teller transactions, providing operational support, cross-selling bank products/services, and resolving customer service issues. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. As needed, will open accounts and refer customers to other areas of the bank as appropriate. Follow regulations and bank security procedures to protect customers as well as minimize risk to ...Read more about Relationship Banker I (PT)More
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Rosemead, CA, USA ● Req #2371Friday, August 23, 2024GENERAL SUMMARY Manages the oversight and leadership for the commercial loan Documentation, Closing and Funding, Department (DCF). This role is responsible for the preparation of accurate loan documents for commercial loans, commercial real estate loans, SBA loans, and other commercial products. In addition, this role oversees the collateral perfection, closing, and funding processes. Ensures the team is in compliance with Bank policies and procedures. Prepares reports as requested by Managemen ...Read more about VP/FVP, Manager, Documentation, Closing and FundingMore
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GENERAL SUMMARY Responsible for primarily handling teller transactions, providing operational support, cross-selling bank products/services, and resolving customer service issues. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. As needed, will open accounts and refer customers to other areas of the bank as appropriate. Follow regulations and bank security procedures to protect customers as well as minimize risk to ...Read more about Relationship Banker I (PT)More
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GENERAL SUMMARY Responsible for supporting the branch sales goals while overseeing all aspects of customer service levels and branch operational integrity. Responsible for personnel administration, staff development as well as the service driven sales culture of branch banking. Promote, implement, and ensure quality customer service. Provide operational support to areas involving business development and portfolio administration. Support customer retention and acquisition programs by partnering ...Read more about Assistant Customer Service & Sales ManagerMore
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GENERAL SUMMARY Responsible for supporting the branch sales goals while overseeing all aspects of customer service levels and branch operational integrity. Responsible for personnel administration, staff development as well as the service driven sales culture of branch banking. Promote, implement, and ensure quality customer service. Provide operational support to areas involving business development and portfolio administration. Support customer retention and acquisition programs by partnering ...Read more about Assistant Customer Service & Sales ManagerMore
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GENERAL SUMMARY The Physical Security Coordinator participates in the coordination and administration of the bank-wide physical security policies, standards guidelines; responsible for coordinating the daily physical security operations, works with branches / departments to address physical security related concerns and assists with the daily management, maintenance, and coordination of the Bank’s security systems. The position also participates in internal and external audits, prepares reports ...Read more about Physical Security CoordinatorMore
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GENERAL SUMMARY Responsible for primarily handling teller transactions, providing operational support, cross-selling bank products/services, and resolving customer service issues. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. As needed, will open accounts and refer customers to other areas of the bank as appropriate. Follow regulations and bank security procedures to protect customers as well as minimize risk ...Read more about Relationship Banker IMore
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GENERAL SUMMARY The Business Continuity Officer is a member of the First Line of Defense responsible for coordinating enterprise resources, including appropriate Business Units and IT staff, to oversee the recovery work efforts of business functions, applications, and underlying infrastructure in support of a business disruption or declared disaster. The BCO is responsible for assisting Business Units in developing and maintaining individual department Business Continuity plans, including test e ...Read more about Business Continuity OfficerMore
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GENERAL SUMMARY Responsible for primarily handling teller transactions, providing operational support, cross-selling bank products/services, and resolving customer service issues. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. As needed, will open accounts and refer customers to other areas of the bank as appropriate. Follow regulations and bank security procedures to protect customers as well as minimize risk to ...Read more about Relationship Banker I (PT)More
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GENERAL SUMMARY Responsible for Credit Administration Department day-to-day operation. Support Credit Administrators within the following functional duties: ESSENTIAL FUNCTIONS Daily manage a group mailbox of Credit Administration Log incoming mail based on the type of request Forward email request to a related party for approval Maintain, update and organize the Master log file for reporting Save all approved items Keep track on all pending requests and send out a following up email when ...Read more about Credit Administrative OfficerMore
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GENERAL SUMMARY Following established policies and department procedures, responsible for screening/interviewing SBA loan applicants, underwriting and servicing SBA Express, Cap Line, and EWCP, as well as SBA 7(a) and 504 loans. ESSENTIAL FUNCTIONS Screen and interview SBA loan applicants and make necessary field visits. Collect and spread financial statements, review credit reports, appraisals and other required documents. Underwrite and present SBA loan CCR for Bank approval. Prepare and su ...Read more about VP, SBA Loan OfficerMore
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GENERAL SUMMARY Responsible for primarily handling teller transactions, providing operational support, cross-selling bank products/services, and resolving customer service issues. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. As needed, will open accounts and refer customers to other areas of the bank as appropriate. Follow regulations and bank security procedures to protect customers as well as minimize risk ...Read more about Relationship Banker IMore
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GENERAL SUMMARY The SVP, Senior Special Assets Officer, will be responsible for managing a portfolio of troubled loans and implementing strategies to mitigate credit risk and maximize recovery under guidance from the Special Assets Manager. Provides guidance and mentorship to junior special assets relationship officers. ESSENTIAL FUNCTIONS Monitor loan performance and compliance with loan agreements, escalating issues as necessary to senior management. Manage a portfolio of troubled loans, in ...Read more about SVP, Senior Special Assets OfficerMore
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GENERAL SUMMARY Under the direction and supervision of the General Counsel, the Assistant supports the operations and administration of the departments under the supervision of the General Counsel: Legal and Corporate Affairs, Facility & Property Management, Legal Order Processing, and Physical Security. ESSENTIAL FUNCTIONS Maintain records and process payment of billing invoices, including data entry, obtaining internal approval, database management, and research and respond to payment sta ...Read more about Administrative AssistantMore
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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, travel arrangements, scheduling conferences/meetings, managing Financial Advisor’s calendar, and other projects as assigned. Act as a liaison between the client, Financial Advisor, and back office. ESSENTIAL FUNCTIONS Answer telephone calls (responding, scree ...Read more about Assistant to Financial AdvisorMore
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GENERAL SUMMARY Perform duties as required by the City of New York Building Department for both Deputy Fire Safety Director and Emergency Action Plan Leader. Conducts daily inspection of assigned facilities and premises. Coordinates maintenance, repairs or replacements at facilities and premises as needed. Supports department projects, remodeling, renovations, and corporate events, as needed. Performs minor maintenance to bank facilities & buildings daily as needed or as requested by Supervisor ...Read more about Facilities/Security CoordinatorMore
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GENERAL SUMMARY Under supervision of the Construction Loan Administrator Supervisor & Officer this position is responsible for construction loans from initial set up to full repayment; enters budget and new loan data entry into CLCS; reviews and monitors construction loan data entry for completeness and accuracy. Exercises good judgment within defined procedures and practices to determine appropriate action. ESSENTIAL FUNCTIONS Reviews the approval terms of the Credit Committee Report (CCR) ...Read more about Senior Specialist, Construction DisbursementMore
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GENERAL SUMMARY Responsible for supporting the branch operations administration and managing a customer portfolio of Retail branch customers (consumer & business) and business development activities. Primary responsibilities include deepening customer relationships by cross selling bank products/services and referring customers to other areas of the bank as appropriate. Providing operational support (as needed conducting teller and new account opening transactions), while delivering exceptional ...Read more about Relationship Banking Officer (NE)More