Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal…
Promptly report any security breaches or unauthorized access incidents to the appropriate department or compliance officer.
Balance and reconcile assigned accounts and/or funds; research and reconcile any problems or discrepancies; Prepare reports involving assigned accounts and/or…
3–5 years of IT experience in a similar finance department. Demonstrated ability to support ERP applications utilized to maximize the performance of the finance…
Experience with new home or commercial construction preferred. Employment with a large manufacturing or real estate company preferred.
Experience with Microsoft Windows and Office (Excel, Word) or other transferable software packages. Bachelor’s degree or demonstrated commensurate experience.
Knowledge of bank products and services (e.g., online banking, mobile banking applications, banking cards). Basic knowledge of personal finance and household…
Bachelor's degree in financial planning, business, finance or economics is preferred. Occasionally provide front desk and/or phone support during times of low…
Develop or modify Process Automation controls to achieve desired control processes, and troubleshoot systems to identify and resolve hardware or software…
Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry…