Prepare daily, monthly, quarterly and annual reports accurately within established timelines. Accurately process daily transactions and monitor accounts. Reconcile and balance cash on a daily basis. Reconcile account information across multiple applications and sources. Support front end office users. Calculate, collect and reconcile fees. Plan and implement application u

Advises consumer and small business clients in their selection of deposit accounts, loans and other products and financial services. Act as primary point of contact for assigned portfolio of clients and work proactively to deepen relationships and ensure client retention; proactively work to acquire new clients. Expand new and existing relationships by advising and recomm

Directs and manages department staff goals, and strategies; evaluates and reviews administrative activities to identify workflow efficiencies and provide appropriate training to allow leverage of tools made available to administrative staff. Evaluates and implements new technology which supports the delivery of Wealth products and services. Core business understanding of

Understanding of and ability to articulate full scope of JFG products and services. Responsible for accurately opening, closing and performing maintenance on accounts within bank operating systems including the administration of the NAICS coding assignments. Proactively assist and train clients on effective use of full breadth of JFG products including on line and mobile

Business Development. Ability to maintain and grow your assigned book of business. Engage and lead team through a sales process relative to proactive business development focused on Mass Affluent, Emerging Market, and Target Market clients. Actively call/joint call on identified target segments, prospects, centers of influence, etc. to lead new business development and cl

Perform cash handling transactions on the teller line. Balance cash drawer daily and verifies cash provided from/returned to the vault. Assist in opening and closing the branch and vault daily; assists in balancing vault currency and coin; balances ATM. Uncover important financial client needs and make recommendations to provide solutions to their unique financial situati

Position Specific Responsibilities Partner with Relationship Managers on client and prospect calls, structure credit facilities and preparing engagement memos. Manage the credit approval process through RCO/CCO engagement including loan presentation and preparation management. Ensure that all loans are underwritten with a high degree of accuracy and in according with the

Responsible for meeting/exceeding new business development, client referral, cross lines of business penetration and retention goals for multiple wealth teams. Build and maintain a book of high net worth clients with Financial Planning, Investment Management and Fiduciary needs. Manage of the regional team of Wealth Advisors specializing in Financial Planning, Portfolio M

Prepare daily, monthly, quarterly and annual reports accurately within established timelines. Accurately process daily transactions and monitor accounts. Reconcile and balance cash on a daily basis. Reconcile account information across multiple applications and sources. Support front end office users. Calculate, collect and reconcile fees. Plan and implement application u