The selected candidate will work with clients with unusual and sophisticated tax situations and multi-family generations. Responsible for managing all of the administrative and fiduciary functions of the accounts assigned. This will include managing all accounts in accordance with trust documents, applicable legal requirements, and company compliance guidelines.
In this role, the selected candidate must have strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships and demonstrate a commitment to providing personalized service.
In this role, you will be responsible to
lead the competitive sourcing process, and negotiate and contract with the chosen suppliers. Leveraging firm-wide buying power and controlling risk are consistent overarching goals.
In this role, you will be responsible for the active management of a portfolio of exposure to Education and Non Profit customers. Supports relationship managers in providing timely and creative responses to customer and prospect credit needs.
In this role, the selected candidate will be responsible for increasing the banks deposit base, developing sound and profitable business relationships, credit assessment and exceeding customer needs and expectations.
In this role, you will manages and analyzes the closing strategy and manages the customers expectations compared to typical internal process. If a conflict arises, manages the priority of various closings and servicing actions in process with the manager.