Creates and maintains the branch business plan and/or sales activity plan. Directs sales and customer service activities for a variety of financial products and services. Deploys resources to optimize individual and team performances.
Under general direction and with minimal supervision, completes corporate income tax compliance, performs tax research, and assist with tax planning activities. Maintains tax records and prepares tax returns, and tax related schedules and reports.
Develops reports and deliverables for management and communicates with all levels of stakeholders. Identifies and defines both process and data improvements. Ensures compliance with deliverable reporting requirements by performing quality data audits and analysis.
Develops and maintains a quality, diversified loan portfolio, including various types of loan programs: consumer, small business and real estate. May delegate the majority of consumer lending activities to branch sales team. Adheres to established loan policies and procedures.
Develops, maintains, and integrates application software, related project management activity, and production support. Works closely with internal and external clients, business analysts, and team members to understand business requirements
Responsible for the day-to-day management of existing large customer portfolios in high growth markets, having a complex degree of difficulty. Monitors existing credit on a scheduled basis for issues or concerns.
Manages 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.
Responsible for the team and bottom line management for an assigned mortgage retail branch office. Develops goals to strengthen internal and external relationships, to increase mortgage production, and to ensure smooth running of the retail office. Establishes production goals, monitors performance relative to these goals, and makes necessary changes to ensure that goals are attained.
Responsible for identifying, planning and the execution of business development events, while also being the primary coordination point for budget tracking for local market efforts. Responsible for drawing connections at events and driving awareness for sponsored events.
Demonstrated talent acquisition experience at all levels in a wide range of functional areas.Demonstrated ability to create and execute effective sourcing and recruiting strategies at all levels across the organization .