The EFT Risk Specialist manages ACH-related transactions, disputes, and treasury reclamations to ensure operational integrity and regulatory compliance. They serve as a primary point of contact for client inquiries and internal teams while identifying and mitigating payment-related risks.
The Consumer Services Specialist handles inbound calls to provide information, resolve customer issues, and cross-sell banking products. They are responsible for maintaining high call quality and meeting performance competencies while utilizing multiple internal systems.
This role supports day-to-day operational activities including cash reconciliation, journal posting, and fund position tracking for institutional trust accounts. The accountant will also collaborate with management to identify business solutions and ensure compliance with internal policies and procedures.
The Senior Relationship Manager is responsible for building a commercial loan portfolio by prospecting for new business and expanding existing relationships within the food, beverage, and agribusiness sectors. They will collaborate with internal teams to provide comprehensive financial solutions, including treasury management and credit products, to help clients grow.
The Business Development Officer is responsible for originating loans, negotiating transaction structures, and managing relationships with referral sources like banks and private equity firms. They also assist in the underwriting process and ensure all transactions align with company credit policies.
Lead the legal administration team responsible for preparing and maintaining registered fund filings, coordinating document review with counsel, and supporting fund boards and meetings. Oversee regulatory compliance, client relationships, departmental processes, billing, training, staffing, and team performance.
This role manages day-to-day operational and client service activities for complex CLO accounts while monitoring internal controls. The incumbent will also collaborate with senior management to identify business solutions, negotiate legal document provisions, and lead training initiatives.
The Retirement Client Advisor is responsible for generating new business opportunities and managing a portfolio of retirement plan clients. They act as the primary contact for customers, providing investment consultations, plan reviews, and participant education while meeting annual revenue goals.
The role focuses on serving the credit needs of low to moderate income families by promoting home ownership and providing financial education. Responsibilities include originating first mortgage loans, managing community referral relationships, and acting as a CRA mortgage product expert.
