This position is responsible for assisting in the management of deposit, lending and trust relationships with affluent clients and supporting commercial bank officers. The primary responsibilities include assisting with new and existing client needs including opening new accounts, loan requests and loan closing preparation, and other client inquiries and requests. Additional responsibilities include wire origination, loan advances and pay downs, exception monitoring and clearance and various other tasks as needed. Compliance with current regulations and policies is required. This role also has a high interaction with clientele and requires strong interpersonal skills.
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Job Type
Full-time
Career Level
Mid Level