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View salary and benefits informationManages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that are customized to the client's needs. Develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Acts as an advisor, providing financial research and information. Achieves deposit and loan volume goals, approves loans, and sells additional fee-based services. Typically requires a bachelor's degree. Typically reports to a manager. Work is generally independent and collaborative in more...
Manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that are customized to the client's needs. Develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Acts as an advisor, providing financial research and information. Achieves deposit and loan volume goals, approves loans, and sells additional fee-based services. Typically requires a bachelor's degree. Typically reports to a manager. Work is highly independent. May assume a team lead more...
Develops and services consumer loans. Interviews loan applicants to determine financing needs and to offer the appropriate loan products and repayment arrangements. Evaluates loan applications and applicant creditworthiness. Once a loan is approved and negotiated, monitors loan payments, and provides customer service to ensure the borrower's questions are answered and needs are met, and that the loan is repaid appropriately. Maintains accurate and thorough records, and follows all applicable organizational, state, and federal policies and regulations. Requires a high school diploma. Typically more...
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The Private Client Banker III develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that are customized to the client's needs. Being a Private Client Banker III achieves deposit and loan volume goals, approves loans, and sells additional fee based services. Acts as an advisor, providing financial research and information. In addition, Private Client Banker III typically requires more...
The Consumer Insights Analyst III assists in developing and conducting focus groups, surveys, competitor intelligence studies, and industry research to support product development, category/brand management and marketing or sales initiatives. Analyzes customer and consumer data and research to identify trends, key indicators, patterns, and insights. Being a Consumer Insights Analyst III performs data collection, input, and aggregation processes to develop and maintain research databases. Uses market research and statistical methodologies and tools to perform analysis. In addition, Consumer Ins more...
The Consumer Lending Officer III interviews loan applicants to determine financing needs and to offer the appropriate loan products and repayment arrangements. Develops and services consumer loans. Being a Consumer Lending Officer III once a loan is approved and negotiated, monitors loan payments, and provides customer service to ensure the borrower's questions are answered and needs are met, and that the loan is repaid appropriately. Evaluates loan applications and applicant creditworthiness. In addition, Consumer Lending Officer III maintains accurate and thorough records, and follows all ap more...
Contacts customers who are delinquent in the repayment of their loans and obtains payments, commitment agreements or establishes a repayment plan. Follows set policies and procedures when determining a suitable collection solution. May train or coach less experienced staff in strategies to remedy delinquent accounts. Requires a high school diploma or its equivalent. Supervises, leads, directs, and trains lower level consumer loan collecting staff. Typically reports to a supervisor. Typically requires 3-5 years of related experience. Has gained proficiency in multiple competencies relevant to t more...
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