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Ongoing Sales Support Provide ongoing sales support to Lenders which includes identifying sales and cross sell opportunities, coordinating materials for presentations, setting up sales calls as needed, maintaining prospect lists and making joint calls as required. Documentation Support and Accuracy Originates, processes and ensures accuracy of loan documentation for closi
Posted 6 days ago
Act as a primary contact to Borrower's CFOs and Controllers and manage bank group syndicates when First Citizens serves as Administrative Agent. Monitor individual accounts for performance and covenant compliance trend Underwrite add on financing requests or waivers and amendments Ensure accurate and timely portfolio risk ratings Train and mentor junior resources Maintain
Posted 7 days ago
Sales Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Engage with customers, prospects and referral sources through proactive outreach. Represent the Bank in the community for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. Service Sta
Posted 7 days ago
The essential functions of the job include, but are not necessarily limited to, the following Engaging customers in conversation to understand their banking needs and preferences Processing transactions accurately and efficiently Providing assistance with account servicing needs Facilitating customer awareness and education of bank services, including digital banking capa
Posted 13 days ago
The essential functions of the job include, but are not necessarily limited to, the following Engaging customers in conversation to understand their banking needs and preferences Processing transactions accurately and efficiently Providing assistance with account servicing needs Facilitating customer awareness and education of bank services, including digital banking capa
Posted 4 days ago
Service Answers inbound communications to service accounts, fulfill requests, or address issues. Determines target needs and provides resolution while maintaining a high standard of service. Identifies appropriate course of action for more complex issues or disputes. Assist in a wide variety of client requests through incoming phone/email/chats, and servicing, including o
Posted 5 days ago
Sales Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending. Engage with customers, prospects and referral sources through proactive outreach. Represent the Bank in t
Posted 7 days ago
SVB's Startup Banking team is focused on engaging and building deep and authentic client relationships with pre Series A founders, clients, prospects and partners. Early stage constituencies include accelerators/incubators, law firms, universities, industry groups and early stage VC investors (emerging managers). This VP1 Startup Banking Portfolio Management role is respo
Posted 8 days ago
Business Support Manages a team that provides loan support, customer service, and sales support for bankers. Ensures that business and retail clients receive a high level of service and that quality standards are upheld. Identifies inefficiencies in support processes, and implements enhancements for staff performance. Risk Management Manages an assigned area's credit risk
Posted 12 days ago
General Functions Manage in house collection activities, to include determining which accounts are best handled by the in house team, creating criteria for those accounts to be worked with determination when other collection activities are needed for litigation. Managerial Functions Assesses daily work for accuracy, process improvements, and efficiencies. Maintains detail
Posted 13 days ago
Business Support Manages shift workflow ensuring adequate staff coverage, branch and corporate support, and completed documentation. Leads and coordinates processing activities. Ensures monitoring tools and alerts are reporting accurately. Monitors events for proper issue resolution and guides adherence to shift policies and procedures. Team Leadership Mentors and trains
Posted 4 days ago
Account Servicing Performs complex data entry, processing, and documentation. Ensures accuracy and compliance with all rules and regulations. Operations Performs advanced operational tasks, manages vendor and associate inquiries. May lead team in direction and success of daily activities. Business Expertise Acts as a resource in area of work. Performs process troubleshoot
Posted 7 days ago
The essential functions of the job include, but are not necessarily limited to, the following Operational oversight for a branch location, ensuring compliance with all branch operations policy and procedures Research and resolve transaction/cash discrepancies Hiring, supervision, and performance management of service line associates Processing transactions accurately and
Posted 7 days ago
Supporting a team that is focused on the execution of project finance debt transactions across a variety of potential energy and resource innovation sectors, including renewable energy, power, infrastructure, water and agricultural technology. All aspects of transaction execution, including due diligence, internal risk and return evaluations, and coordinating processes wi
Posted 8 days ago
Business Support Manages a team that provides loan support, customer service, and sales support for bankers. Ensures that business and retail clients receive a high level of service and that quality standards are upheld. Identifies inefficiencies in support processes, and implements enhancements for staff performance. Risk Management Manages an assigned area's credit risk
Posted 12 days ago
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