Aids the front office in completing client account inquiries for existing loans. This could include submitting required information to Operations teams regarding advances, interest rate changes, etc. Client account inquiries would also entail creating performing interest rate calculations, pulling statements, submitting payoff letters/quotes, loan closures, ticklers, and

The essential functions of the job include, but are not necessarily limited to, the following Engaging customers in conversation to understand their banking needs and preferences Processing transactions accurately and efficiently Providing assistance with account servicing needs Facilitating customer awareness and education of bank services, including digital banking capa

Facility Support Assists with a variety of tasks to support CRE operations. Enters project, work order, portfolio, accurate workspace, and population data into department tracking systems. Resolves requests for information or documentation in a prompt and efficient manner. Oversees and coordinates associate moves, furniture installations and ergonomic requests. Ensures ap

Project Management Guides a team of associates and contractors throughout the project life cycle. Conveys clear expectations of project goals. Resolves issues, directs work activities and keeps the team on track with project scope, schedule and budget. Reports project status and performance to the appropriate parties. Coordination Coordinates construction and renovation a

Meet assigned production goals. Actively sell the Bank's business products and services in a professional manner through an established number of pre arranged, well planned outside sales calls on a weekly basis with follow up as needed to gain and optimize the business relationship. Primary focus is on net new, non borrowing business/commercial relationships. Refer potent

Summary of Duties Manage Salesforce environments including Production, Full and Partial Development Sandboxes. Oversee the software development lifecycle, ensuring the proper structures are in place for the on time delivery of high quality product releases. Deliver results on complex development projects involving teams across the Product Development department and SVB as

The essential functions of the job include, but are not necessarily limited to, the following Engaging customers in conversation to understand their banking needs and preferences Processing transactions accurately and efficiently Providing assistance with account servicing needs Facilitating customer awareness and education of bank services, including digital banking capa

Define the Quality Control approach to ensure the ITAM implementation conforms to standards and is fit for use. Establish Quality Control objectives, metrics, review process and expected output. Measure, monitor and evaluate the implemented process by testing against the predetermined objective and a defined set of quality criteria. Perform analytical testing of complianc

Client Acquisition Acquires clients for Wealth Management through a variety of sales and marketing techniques. Provides customized banking solutions based on the needs of the client in coordination with the overall wealth plan. Develop both Internal and external network representing the Bank in the community and markets served. Portfolio Management Manages a portfolio of

Client Acquisition Acquires clients for Wealth Management through a variety of sales and marketing techniques. Provides customized banking solutions based on the needs of the client in coordination with the overall wealth plan. Develop both Internal and external network representing the Bank in the community and markets served. Portfolio Management Manages a portfolio of

Client Acquisition Acquires clients for Wealth Management through a variety of sales and marketing techniques. Provides customized banking solutions based on the needs of the client in coordination with the overall wealth plan. Develop both Internal and external network representing the Bank in the community and markets served. Portfolio Management Manages a portfolio of

Sales Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Represent the Bank in the community for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. Engage in sales practices that are aligned to create value for both the customer and the bank

Client Acquisition Identifies and attracts new clients to the Bank's wealth offerings through direct prospecting efforts, client referrals, and by partnering with Bank associates. Builds and cultivates strategic partnerships with centers of influence to enhance acquisition efforts. Responsible for external networking and market development. Relationship Management Serves

Account Management Key Stake holder reviews Assist in developing new accounts, work and manage a pipeline New Business Development by prospecting, qualifying, and closing new vendor programs Negotiate transactions, help gather documentation and credit information Assist in negotiation and deal structuring On Boarding new vendors and programs Develop strong business relati

Business Strategy Identify, develop, structure, close and maintain vendor centric equipment finance opportunities through both interaction at the appropriate vendor management level, as well as ownership of the internal First Citizens sales cycle in its entirety, to meet or exceed assigned targets. Sales Articulate the Equipment Finance value proposition across existing r