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The Senior Customer Relationship Officer coaches and trains the Teller team, manages operations, ensures compliance with bank policies, and assists in performance evaluations and hiring.

Manage onboarding and servicing for affluent consumer and business clients, oversee new accounts, treasury management setup, transaction processing, wire requests, fraud monitoring, compliance with CIP/BSA/AML/OFAC, resolve client inquiries, and coach/manage staff to deliver high-touch relationship banking and operational excellence.

Support branch operations by processing transactions accurately, assisting tellers, approving transactions within limits, maintaining branch security and cash limits, responding to internal requests, referring customers to products, supporting audits, and following policies and procedures.

The SVP, Portfolio Manager evaluates complex credit requests, conducts financial analysis, and maintains client relationships while ensuring compliance with regulations.

The VP Fund Finance, Client Manager manages client relationships and loan portfolios, ensures compliance, negotiates deals, and provides mentorship to junior team members while enhancing customer experience.

The analyst will assist in executing strategic plans in treasury management, support client relationship management, and collaborate on pricing proposals and account structure improvements.

Responsible for business development within the HOA industry, focusing on acquiring deposit business, cross-selling products, and maintaining client relationships. The role involves networking, account management, and collaboration with teams to enhance customer experience.

Responsible for business development within the HOA industry, cultivating relationships, managing accounts, and cross-selling Bank products and services.

The Client Services Specialist provides front line customer support for HOA Property Management firms, ensuring satisfaction and retention through effective communication and assistance with banking services and transactions.

The VP, Client Manager oversees borrower relationships, ensuring retention, monitoring performance, and coordinating with teams to enhance client experience. They are involved in client due diligence, financial analysis, and mentoring junior staff while adhering to regulations and policies.