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Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Provides SBA lending expertise and training to Relationship Managers, supports processing of SBA 7(a) and 504 loans, develops leads through outreach to CDCs, CDAs, government agencies, and customers, and assists with loan preparation, processing, and closing.
Top Skills:
Sba Sop
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Supports private banking clients throughout mortgage loan origination and post-closing servicing. Responsibilities include prequalification, documentation analysis, loan pipeline coordination, closing and escrow coordination, deposit account requests, online banking support, client inquiries, and preparation of approval and loan-related documents. The role also assists relationship managers with meetings, events, gifts, and client communications while maintaining discretion and accurate records.
Top Skills:
Microsoft Office SuiteOnline Banking Tools
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Translates Wealth strategy into field-ready growth initiatives, partnership programs, marketing campaigns, lead-generation tools, messaging, and playbooks. Manages pilots, advisor enablement, tool adoption, stakeholder coordination, performance measurement, reporting, and process improvement to increase advisor productivity, client acquisition, lead conversion, and new-to-Wealth growth.
Top Skills:
Find An AdvisorLinkedin Sales NavigatorLucyExcelMicrosoft PowerpointSeismicSmart LeadsSprinklr
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Manages relationships with small business clients, develops new commercial relationships, assesses lending needs and credit risk, and provides banking solutions. The role involves portfolio management, consultative sales, cross-selling loans and deposits, market development, community engagement, and collaboration with banking, lending, and investing teams. Candidates must have business-to-business sales experience, strong communication skills, and the ability to operate in a goal-oriented banking environment.
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Manage and grow relationships with small business clients generating $1–10 million in annual revenue. Identify financial needs, provide banking and lending solutions, manage portfolios, generate new commercial relationships, assess credit risk, and drive loan, deposit, and cross-sell growth. Build referral networks with CPAs and attorneys, maintain market knowledge, participate in community activities, and collaborate with banking teams to improve customer loyalty and profitability.
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Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Develops and manages relationships with small-business clients, assesses lending needs, delivers banking solutions, grows loan and deposit portfolios, and generates new commercial relationships. Partners with banking teams, maintains market and referral networks, completes sales and credit training, mitigates lending risk, and participates in community activities to expand the customer base.
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Develop and grow a wealth management practice by discovering client goals, creating personalized financial plans, managing client relationships, generating referrals, and promoting wealth management services. The advisor collaborates with internal specialists and business partners to deliver financial planning, investment management, insurance, and estate planning solutions while building a high-net-worth client base.
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Develop and manage a wealth advisory practice by understanding client goals, creating personalized financial plans, expanding client relationships, generating referrals, and coordinating internal specialists across financial planning, investments, insurance, and estate planning.
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Develop and manage a wealth advisory practice by understanding client goals, creating personalized financial plans, and promoting investment, insurance, estate planning, and wealth management services. The advisor builds client relationships, generates prospects through partner referrals, conducts outreach, manages a client book, and collaborates with internal specialists in a branch-based banking environment.
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Develop and grow a wealth management practice by conducting client discoveries, creating personalized financial plans, managing relationships, generating referrals, and promoting wealth management services. The role involves client and prospect outreach, business development, and collaboration with internal specialists to provide financial planning, investment management, insurance, and estate planning solutions.
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