Top Tech Jobs & Startup Jobs

Serve as primary client touchpoint at the branch, perform banking transactions, open and maintain accounts, ensure regulatory compliance, resolve client inquiries, support office operations, refer clients to specialized services, and complete required licensing (NMLS) if applicable.

The Mortgage Advisor provides lending services, promotes mortgage products, generates loan referrals, and supports loan applications in the real estate sector.

Manage a portfolio of professional accounts, develop banking relationships, analyze financial needs, approve loans, and ensure compliance. Build referral networks and engage in community networking for business development.

Prepare and research daily and monthly bank account reconciliations across multiple account types, resolve exceptions to meet SLAs, post nonmonetary transactions, escalate and train others, maintain documentation, and recommend process improvements while following risk and compliance policies.

The Mortgage Advisor provides lending services, promotes mortgage products, develops loan referrals, and assists in the loan application process while building relationships within the real estate community.

Conducts financial analysis, forecasts financial performance, creates complex financial models, and communicates findings to management and auditors.

The Resolution Planning Analyst supports RRP development and management, collaborates with departments, develops processes, and prepares financial reports while ensuring compliance with regulations.

Financial Advisors provide investment consultation to clients, assisting them in meeting financial goals by recommending appropriate investments based on risk tolerance and strategy. They stay updated on market trends and collaborate with other bank officers to enhance client services.

Manage and grow client relationships by providing concierge account management, ensuring KYC/regulatory compliance, maintaining data integrity, handling deposit and account tasks, onboarding clients, collaborating with bankers and product partners, and identifying cross-sell opportunities to drive retention and revenue.

Serve as primary business contact to interpret strategy into business capability maps, value streams, and IT-enabled solutions. Identify and prioritize opportunities, assess gaps, develop business cases, manage project prioritization and delivery metrics, coordinate cross-functional dependencies, and mentor team members to align business and IT strategies.