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 wi

Travel to various branches within assigned region to assist branches or work as substitute for Customer Service and Sales Manager during absences, including vacations and emergency situations. Perform all regular daily functions including supervising operations staff. May assist in preparing reports for branch pre and post audit reviews. Provide training and guidance to b

Primarily responsible for ensuring the Bank's compliance with non deposit investment product and foreign exchange (ForEx) laws and regulations. In this regard, the Non Traditional Banking Products Compliance Officer (NTBPCO) will monitor changes in applicable laws and regulations, provide support to the Chief Compliance Officer and the Compliance Committee, Wealth Managem

Analyze loans for credit quality and adherence to bank policy. May act as Examiner In Charge of assigned lending unit reviews and prepare comprehensive reports for distribution to management. Assist in the loan sampling process for lending unit reviews and in other departmental functions as necessary. ESSENTIAL FUNCTIONS Perform detailed loan file reviews of lending unit'

Documentation, Closing & Funding Department is responsible for preparing commercial loan documentation in LaserPro or reviewing attorney prepared loan documents, drafting Lender's Instructions, and coordinate loan closing ensuring that all the loan documents are properly executed, and all loan terms/conditions are fulfilled and collateral perfection within allowed timefra