Provide ongoing support to the development and implementation of CRA scorecards including Lending, Investment and Service. Demonstrate a comprehensive understanding of how areas of CRA analysis collectively integrate to contribute to achieving the Bank's overall CRA performance goals. Oversight of CRA Data including KRIs to monitor CRA assessment. Assist in collaboration

Complete FCMA roadmap as intended and all onboarding activities from day one to program completion, including the successful completion of a Consultative Selling Skills Certification Become proficient at deepening Consumer and Small Business customer relationships by providing a memorable customer experience Gain knowledge, demonstrate and maintain a working knowledge of

Customer Experience Deepen relationships and treat customers with genuine care by listening to their specific needs, asking questions to gain deeper understanding, and seamlessly guide them to where their financial needs can be met Provide follow up to customer questions and find solutions to address issues Be responsive and timely with correspondence to keep lines of com

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

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

Come join our GTE Financial team! We are looking for a customer focused individual to join our team. The Member Relationship Officer will ensure members' needs are achieved by conducting a thorough financial assessment and recommending the most appropriate products and services fulfilling the member's immediate and future financial goals. They will assist in generating le

The Lending Assistant will assist with loan documentation, processing, closing and monitoring while providing quality service and diplomacy to customer relationships. Responsibilities include, but are not limited to Assist Lenders in procuring documentation and information essential to loan application processing and ongoing portfolio management. Review approval for accura

Come join our GTE Financial team! We are looking for a customer focused individual to join our team. The Member Relationship Officer will ensure members' needs are achieved by conducting a thorough financial assessment and recommending the most appropriate products and services fulfilling the member's immediate and future financial goals. They will assist in generating le

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

The Sr. Business Banker is primarily responsible for the overall success and revenue growth of their assigned book of business and sales territory, with a focus on new client acquisition. This is an outside sales position. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned. Originates and grows a portfolio of bus

Strong understanding of closing procedures and real estate compliance Exceptional communication and interpersonal skills 3 or more years of sales experience required with an established book of business. #LI AF1 #LI Onsite What We Offer AmTrust Financial Services offers a competitive compensation package and excellent career advancement opportunities. Our benefits include

The Business Office Collector/Financial Counselor provides benefit education to patients, parents and guarantors. Effectively communicates insurance, claims or patient's self pay responsibilities to the patient on the unit and at discharge. Requests upfront collections of self pay deposits from patients both inpatient and outpatient. The Financial Counselor/Collector is r

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

The Asst. SBA Administration Officer acts as back up to SBA Administration Manager with particular emphasis on post closing reviews, 327 actions, routine servicing actions and elevated servicing and liquidation activities. 40 Responsibilities include but are not limited to Must have a thorough working knowledge of the current SBA SOP (50 10) Origination, and SBA SOP (5057)

All Climate First Employees must be willing to embrace the vision of an inclusive, equitable, and regenerative economic system. A Commercial Lender is r esponsible for meeting and exceeding budgeted deposit, fee income, and commercial lending goals. Provide superior professional quality customer service to new and established Climate First Bank customers, including cross