Pursues communication with defaulted customers utilizing manual dialing to offer potential workout alternatives Contacts delinquent customers to obtain payment commitments. Makes collection/demand calls with an account load defined by applicable capacity model. Analyze customer's situation and collateral risk to present alternative solutions including Forbearance Plans, R

Manages team(s) to ensure the effective completion of the team's operational objectives. Benchmarks the performance of team against established targeted proficiency levels. Measures the team's employees by establishing performance standards and comparing actual performance against those standards. Manages the staffing, performance plans and salary administration for the t

Develop satisfied clients and new sources of asset management revenue through frequent contact, usually for portfolios/relationships of a substantial size and complexity. Consult with major client relationships to develop investment objectives and implement a suitable investment plan and maintain an Investment Policy Statement for each relationship. Working with client ad

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

Develop and coach employees to meet the needs of the organization while balancing personal development of the employee. Actively participate in the hiring of experienced and college graduate level employees. Solicit feedback from key team members to understand performance of team members and provide that feedback to the employee in a timely manner. Work with other leaders

Promote good customer experience by consistently providing best in class customer satisfaction by adhering to and applying customer experience key behaviors in a friendly demeanor, exemplifying a can do attitude, and portraying a willingness to help at all times. Have a developed rapport with the customer base and have knowledge of account ownership. Act with confidence b

Reviews and Analyzes system activity and generated alerts with specific focus on TPPP, MSB, and other High Risk Customer types in accordance with Financial Crimes Compliance expectations. Participates in the analysis, update, and implementation of financial crimes policies, procedures, and processes. Develop strengthen, and/or implement department and cross department bus

Assists business controls leadership with the development of complex strategies and the implementation of controls, policies, and procedures to increase effectiveness and efficiency related to the respective business or functional area. Provides relevant expertise and analysis to stakeholders related to the identification, assessment, control, monitoring, testing and repo

Assist the Bancorp Controller in resolving critical technical accounting and operational accounting issues on a timely basis. These responsibilities include Development of alternative potential solutions to issues. Participating in the final decision making process. Preparation of memoranda supporting the issue resolution. Communicating resolutions to both internal and ex

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

Execute on retail strategies and tactics to increase the Preferred Program households, fulfill customer needs, provide an excellent customer experience, while removing roadblocks to achieve goals. Build deep relationships with customers to earn status as trusted advisor by leveraging our consultative sales and service process. Demonstrate ability to simplify and communica

#Analyze the borrower situations and requests. Responding to all borrower inquiries in a timely manner. #Commitment to a sound customer experience and dedication to assist the borrower with any loan questions including but not limited to Loss Mitigation, Foreclosure, Bankruptcy, Escrow or related Customer Service issues when applicable. # Knowledge of all Loss Mitigation

Within appropriate timeframes, answer users' inquiries via telephone and email in a professional and courteous manner concerning system problems. Diagnose system hardware, software, and operator problems and. instruct end users in the use ofequipment,software, and/or reference materials. Serve as a liaison between the user and Information Technology ensuring issue resolut

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

Sales Develops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities. Effectively utilizes Life360 Discovery process to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. Acts as the Core Team Member for One Bank to identify opportunities wit