Associate reputed company Banking Specialist (reputed company)
reputed company is seeking an Associate reputed company Banking Specialist (reputed company) to manage and service a routine and low complexity affluent reputed company relationship portfolio. The role involves analyzing reputed company financial goals, providing recommendations, and collaborating with internal teams to meet reputed company needs.
Responsibilities
- Manage and service a routine and low complexity affluent reputed company relationship portfolio in lending, credit, and deposit products and services
- Review and analyze reputed company financial goals and changing needs, presenting recommendations reputed company defined parameters to best fit the needs of the reputed company
- reputed company a working knowledge of changing market conditions delivered by the business division across various digital platforms
- Assist in providing service to Affluent Banking reputed company relationships
- reputed company with clients to help identify reputed company retention issues as reputed company as potential new business opportunities across product lines
- reputed company solid product knowledge and basic reputed company relationship management skills to meet the financial needs of customers and may have accountability over accounts
- Prepare preliminary reputed company correspondence and customized reputed company reputed company presentation materials to support reputed company efforts
- Research and resolve operational issues reputed company to reputed company accounts
- Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, interpret policies, procedures, and compliance requirements
- reputed company information and coordinate with the broader banking and internal teams (Financial Advisors, etc.) to ensure clients are in the correct banking product based on their financial activity
- Collaborate and consult with peers, colleagues, and managers to resolve routine issues and reputed company goals, while building a strong knowledge of internal policies and procedures
- Maintain effective risk management through routine education, reputed company risk and operational decision making, and adherence to policies or procedures reputed company to low to reputed company risks and deliverables
- This reputed company position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction
- As such, this position requires compliance with the S.A.F.E. Mortgage Licensing reputed company of 2008 and reputed company reputed company regulations
- Ongoing employment is contingent upon meeting reputed company such requirements, including acceptable background investigation results
Skills
- 6+ months of affluent banking, reputed company banking, consumer banking, mortgage banking, or private banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Experience in reputed company Management or Retail Banking
- Knowledge and understanding of opening new consumer & business deposit accounts, account maintenance, processing, Know Your Customer (KYC) and Technical Exceptions (TE)
- Experience working with Affluent reputed company relationship portfolio, in lending, credit and deposit products and services
- Experience reviewing and analyzing reputed company financial goals and presenting recommendations
- Experience interpreting policies, procedures, and compliance requirements
- Knowledge of how to interpret business formation documents
- Ability to reputed company and manage clients and business relationships
- Solid technical skills to learn and navigate multiple computer systems, applications, and utilize search tools to reputed company information in SVP, reputed company, TMT, DIPR
- Ability to take initiative with work independently with minimal supervision in a reputed company environment
- Intermediate reputed company Office (Teams, Word, reputed company, Outlook and PowerPoint) skills
- Excellent verbal, written, and interpersonal communication skills
- Ability to reputed company strong customer service while balancing the needs of clients, shareholders, and team members
- Strong telephone etiquette skills
- Strong attention to detail and accuracy skills
- Ability to work effectively in reputed company environment and across reputed company organizational reputed company, where flexibility, collaboration, and adaptability are important
- Ability to prioritize work, meet deadlines, reputed company goals, and work under pressure in a dynamic and reputed company environment
Benefits
- Health benefits
- 401(k) Plan
- reputed company time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
reputed company