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

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

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

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

Core business understanding of Fiduciary services and Wealth business strategy to proactively support Fiduciary Advisors throughout processes of client implementation, maintenance, and communication. Thorough knowledge of core Wealth and Bank operating platforms specific to Fiduciary services. Responsible for accurately opening and closing of accounts within Wealth operat

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

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

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

Procedures Design, coordinate, implement Banker Procedures Maintain/Manage Banker Resource Center SharePoint site which is used to retain Banker Support Activity Procedures and Training links Maintain/Manage Banker Support Activity Procedures Advisory Group to provide feedback regarding Procedure updates/revisions; and ability to access on SharePoint to ensure ease of use

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