Client Acquisition Acquires clients for Wealth Management through a variety of sales and marketing techniques. Provides customized banking solutions based on the needs of the client in coordination with the overall wealth plan. Develop both Internal and external network representing the Bank in the community and markets served. Portfolio Management Manages a portfolio of

Independently manage a litigation caseload, working cases from beginning to end Work closely with other attorneys and Partners on legal projects Regularly handle court appearances and depositions Communicate with clients and provide status reports Why Should You Apply? Excellent Benefits including a 401k match Professional development programs including in house CLE and N

Meets or exceeds individual sales and retention goals adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance. Independently expands existing relationships and solicits new business through client referrals and cold calling efforts to meet or exceed the Bank's strategic goals. Generates proposal and develops sales strategie

General Corporate Entity formation; drafting board and stockholder consents, and meeting minutes; drafting documents for amendments, withdrawals, mergers and dissolutions of corporations and LLCs; drafting documents for officer and director changes; drafting proxies and power of attorney documents. Global Entity Management Manage the administration of Cloud's internationa

What you'll do In a few words... Abarca is igniting a revolution in healthcare. We built our company on the belief that with smarter technology we are redefining pharmacy benefits, but this is just the beginning... The Legal & Compliance department ensures our business operations and processes are compliant with all state and federal requirements. They keep Abarca updated

Under the direction of the Director and/or Credit Risk Review Manager, the Credit Review Officer participates in the assessments of the Bank's commercial lending units to assess overall asset quality, risk and compliance with established underwriting policies, procedures, limits, and concentrations. Assess the quality, quantity, direction, and overall credit risk in the o

As a Banking Service Professional, the Personal Banker will provide effective support of sales and service activities within the banking office, developing new business by educating existing and potential clients and exemplifying Valley's quality service standards. Provides a variety of banking solutions by analyzing needs, recommending solutions and selling bank products

Proactively and pleasantly greets clients to establish a connection and develop rapport, providing outstanding, personalized client experience. Client Services duties include and not limited to helping in the lobby to ensure clients are being attended to at all time; when not servicing clients in the teller line, the Universal Banker is required to assist clients in the l

Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o

Consistently meets and/or exceed assigned individual and team sales goals. Increases Bank relationships through cross selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service. Develops and maintains a prospect list of potential clients. Participates in networking, outside sales efforts and cold calling as app

Develop referral contacts (realtors, builders, professional and personal contacts). Maintain knowledge of Fifth Third Mortgage Company's policies and procedures. Maintain knowledge of available loan products, processing procedures, and underwriting and general departmental guidelines. Follow defined protocol for escalation exceptions. Take applicant applications by comple

Provides leadership to tellers in assigned branch ensuring customers are handled appropriately and their banking needs are identified and met. Assist branch in achieving all referral and service goals by performing the following duties within established policies and procedures. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects

A Banking Center Manager is responsible for developing and implementing strategies focused on branch profitability and performance. Additionally, the position is expected to lead and develop the branch team and is responsible for maximizing branch performance. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity. ESSENTIAL DUT

The Commercial Banker is primarily responsible for generating and maintaining portfolios of commercial loans and deposits, as well as providing client service, cross sales and retention of inherited and acquired bank relationships. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned. Originates, services and grows

Commercial Banker Job ID 2024 4891 Category Commercial Banking Type Full Time Overview Coordinates at a senior level with the sales team to establish, build and sustain Commercial Banking relationships with companies with gross sales of generally less than $25mm. Responsible for the overall success and growth for assigned sales territory. Represents the bank as the primar