Core business understanding of Wealth RPS business and services to proactively support the Wealth RPS Relationship Managers, Wealth RPS Account Managers, clients, and their participants throughout the processes of client conversion, maintenance, and communication. Working as the JFG Coordinator for New Business Conversions. Actively engaged in the client on boarding conve

Position Specific Responsibilities Oversees the Bank's real estate appraisal/evaluation ordering and billing process. Assists the Special Asset Team with the processing of loan charge offs, other real estate owned by the Bank and book value transactions on an ongoing basis. Works together with the Chief Credit Officer to ensure appropriate approvals are received and docum

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

Position Specific Responsibilities As the Manager of product management, responsible for product life cycle management including the strategy, design, project development plan, financial pricing/performance, and marketing plan for Card Based Products and Merchant Services. Responsibilities related to product management include Identify the need for new products and existi

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

Development and execution of an individual business plan to achieve new client acquisition, business line referrals and product/business line penetration inside portfolios; achievement of retention objectives; consistent portfolio growth and servicing objectives. Responsible for partnering with assigned "Financial Advisor Mentor" to develop and implement sales techniques

Provide support for sales and service team as assigned by Manager. Duties will include, but may not be limited to items below. Mail/Scanning Facilitate process to get all paperwork into our systems including carrier website policy retrieval, scanning incoming mail, downloading from carrier emails. Bind and distribute paperwork to insureds/staff – per written workflo

Position Specific Responsibilities Provides an exceptional support experience to all Wealth Users and Wealth clients. Develops strong relationships with our Wealth Users, BNYM Pershing's Client Service Team and JFG operational areas to provide timely and accurate responses to Wealth User questions, issues and problems. Develops and maintains a strong knowledge of investme

Position Specific Responsibilities Assists with projects related to finance, accounting, and bookkeeping. Should be able to spot trends, and generally be able to interpret daily reporting. Assists with tasks that may include invoice payment, travel vouchers, fixed asset accounting, cash settlement, routine regulatory reporting and account reconciliation through resolution

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

Overview At Johnson Financial Group, you'll experience a welcoming culture unlike any other that inspires, challenges, and empowers associates to give their best in the communities where they work and live. Our Mortgage Loan Officers are passionate about assisting clients with their mortgage needs. As a Mortgage Loan Officer with Johnson Financial Group you will be respon

Position Specific Responsibilities Configures or customizes a system or system(s) for business use. Implements changes following a defined process for system changes and tests business functionality. Contact for troubleshooting problems or issues. Identifies areas for improvement and presents recommendations. Business lead for system(s) upgrades, fixs and patches, creatin