Work with users to gather business requirements, performa data analysis, code and test middleware routines to ensure successful and seamless communication among the various IT systems and application components.
Assists in managing a base of customer relationships to ensure compliance with loan approvals and loan documentation. This may include collecting necessary financial data, financial modeling for verification and understanding of past and future performance, analysis, presentation, recommendation, and completion of waivers and amendments.
Provide leadership and direction for all Private Wealth Management functions and related business activities including, but not limited to, banking and lending services, personal trust and estate services.
Provide managerial support and strategic direction to the priority care services team through effective leadership, motivation, coaching and recognition to achieve excellence in operations and customer service delivery while maximizing quality.
Manage assigned portfolio and retains and strengthens current relationships. Focus is on commercial lending opportunities, but also pursues, develops, and services a wide variety of financial products. Meets and exceeds sales goals in deposits, loans, fee income and referrals.
Define and streamline divisional level processes, procedures, and templates as needed to support the organization process maturity goals and to ensure effective and efficient methods in accordance with best practices.
Lead and/or participate in project-planning sessions with clients, business analysts, and team members to analyze development requirements, provide design recommendations for complex systems, and recommend methods and assignments.