Process resignation activities related to fees, promissory note maturities, and valuation updates. These transactions are usually complex in nature (prohibited transactions, alternative asset re registrations, plan distributions, unauthorized transfers/distributions). Ensure all related documentation is appropriately archived and noted in Salesforce. Perform additional ac

Responsible and accountable for credit underwriting and origination of new credits from existing and/or new customers to include renewals, modifications, and annual reviews. Make appropriate loan structure recommendations. Order and/or perform property inspections and/or valuation updates on real estate collateral per Bank policy. Monitor credit risk by periodically evalu

Perform daily system monitoring, verifying the integrity and availability of all hardware, server resources, systems and key processes, reviewing system and application logs, and verifying completion of scheduled jobs such as backups. Hardware and software inventory tracking. Perform daily backup operations, ensuring all required file systems and system data are successfu

Provide technical assistance, support and troubleshooting for Premier Property Pay Consumers and customers including but not limited general account inquiries, login assistance, payment research password resets for various systems, portal guidance. Ensure delivery of exceptional customer service via telephone or through email by taking ownership of each customer inquiry,

Through an organized and consultative approach, develops new depository and loan customer relationships with prospective clients that includes telephonic, face to face visits and written communication to introduce the Bank's products and services. Participates in community events and tradeshows to promote the Bank's available services and financial products. Meets with ce

Serve as a dedicated relationship manager resource in the Specialty Deposit group, responsible for new deposit origination. Ideal candidate will have a track record of generating over $20MM in new deposit origination annually. Deposit customer base ranges from $1MM to $50MM in average deposits per customer. Prospects, markets, structures, and originates new deposit produc

Through an organized and consultative approach, develops new depository and loan customer relationships with prospective clients that includes telephonic, face to face visits and written communication to introduce the Bank's products and services. Participates in community events and tradeshows to promote the Bank's available services and financial products. Meets with ce

Responsible for analyzing and underwriting HELOC (Home Equity Line of Credit) and Consumer loan requests. Conducts an in depth analysis of financial records, including but not limited to current rent rolls, profit and loss statements, lease or rental agreements, Schedule of Real Estate, Tax Returns, etc. Create spreadsheets analyzing Borrower financial statements and tax

Manage, direct, evaluate and oversee the performance of commercial banking staff; includes performance monitoring, employee development and training, motivating, coaching, mentoring, etc. Encourage teamwork. Foster organizational commitment. Develop and Implement aggressive sales strategies to acquire and expand new and existing customer relationships. Maximize loan depos

Through an organized and consultative approach, develops new depository and loan customer relationships with prospective clients that includes telephonic, face to face visits and written communication to introduce the Bank's products and services. Participates in community events and tradeshows to promote the Bank's available services and financial products. Meets with ce

Manage, direct, evaluate and oversee the performance of commercial banking staff; includes performance monitoring, employee development and training, motivating, coaching, mentoring, etc. Encourage teamwork. Foster organizational commitment. Develop and implement aggressive sales strategies to acquire and expand new and existing customer relationships. Maximize loan depos

Process cash and securities transactions in the trust accounting system related to private equity, private debt, and real estate onboarding. Ensure all transactions are processed accurately and according to the relevant documentation. Ensure all documentation related to the transaction is appropriately archived and noted in Salesforce. Review relevant documentation for pr

Oversee day to day operational activities and processes to include adherence to Bank policy and procedures; audit, compliance and regulatory standards and enforcement of operational controls to ensure sound operating environment. Responsible for reviewing and verifying reports and certifications as required. Enforcing security and safety in accordance with Bank policy and

Utilize daily new customer report and import information into new customer risk scoring and rating tool. Review results from the output of the new customer risk scoring tool to identify new high risk customers that need to be scheduled for a 90 day Enhanced Due Diligence review. Review the output from the new high risk customer risk scoring tool to identify restricted or

Assists clients in opening all types of personal and complex non personal checking, savings and certificate of deposit accounts. Complies with CIP standards and reviews all new account documentation for accuracy, ensuring complete compliance with Bank policies and procedures serving as a first line of defense for risk management. Has a thorough knowledge of bank products