Investment Clerk Org Structure Job Posting Location Elk Grove Village, IL 1650 Louis Ave Category Fixed Income Type Regular Full Time Job Description The Investment Clerk, a non exempt position, is responsible for assisting the Investment Department in the completion of administrative tasks, as well as assisting the Investment Analyst and Bond Portfolio Manager(s) in thei

Daily duties consist of HVAC, plumbing, electrical, low voltage network wiring, carpentry, relocating document containers, relocating equipment, and other tasks. Responsible for general maintenance activities, including but not limited to pest control, landscaping, and pressure washing the exterior of buildings. Complete documentation in a timely, accurate, and complete m

Perform general loan servicing tasks and provide support to overall loan operations functions, including on premises responsibilities. Review daily and periodic exception and action reports to identify items requiring attention and ensure seamless servicing of customer accounts. Mail various regulatory and other notices. Initiate daily mortgage wire transfers and process

Sales Build and retain meaningful relationships with new and existing customers by identifying needs and educating them about the features and benefits of First American Bank personal banking products. Plan, prepare, and deliver a tailored sales presentation ensuring our products and services are effectively presented to the customer. Identify and engage in sales conversa

Sales Build and retain meaningful relationships with new and existing customers by identifying needs and educating them about the features and benefits of First American Bank personal banking products. Plan, prepare, and deliver a tailored sales presentation ensuring our products and services are effectively presented to the customer. Identify and engage in sales conversa

Sales Build and retain meaningful relationships with new and existing customers by identifying needs and educating them about the features and benefits of First American Bank personal banking products. Plan, prepare, and deliver a tailored sales presentation ensuring our products and services are effectively presented to the customer. Identify and engage in sales conversa

Service Approve transactions or provide teller overrides within established authority limits, including verification of identification, funds availability, and fraud prevention. Manage customer experience, ensuring satisfactory service standards and appropriate resolutions are achieved. Provide teller services including, performing customer transactions, processing cash a

Interpret trust financial statements and exercise judgement with respect to required documentation for specific transactions and evaluate First American Bank's ability to act upon a request. Serve as the liaison between the relationship manager and client if additional documentation is needed. Independently perform compliance and nondiscrimination testing, including ADP/A

Process borrowing base certificates (BBC) timely and accurately using collateral tracking software (Cync). Reconcile activity on borrowing base certificates to system balances. Notify supervisors of any issues identified. Process and analyze loan advance requests ensuring accuracy and verifying availability. Apply and reconcile daily collections (ACH, wires, deposits) ens

Develop and implement policies and strategies necessary to achieve financial goals of Private Wealth Advisory. Integrate client advisory, investment management, private banking and business development to ensure a cohesive client experience and to deliver a consistent message to clients and prospective clients. Develop, manage, and retain the most complex and important cl

Provide a high level of professional and courteous service on inbound and outbound calls. Communicate complex topics in a clear and concise manner via phone and email. Maintain good customer relations with both internal and external customers via phone and email by providing accurate product and service information, assisting with various online systems inquiries, and res

Perform development and testing of simple solutions. Research technical issues and propose appropriate solutions. Write queries, analyze, and report on data across various data sources. Create support, system level, and end user documentation. Manage assignments following the software development life cycle, change management, and ticket procedures. Maintain effective wor

Manage daily funds position. Determine target balances needed to maintain appropriate balance for Federal Reserve account and invest or purchase funds overnight to meet those targets. Balance and post general ledger tickets for both incoming and outgoing cash letters. Utilize specialized wire transfer software for input of wires and pulling reports from system for balanci

Set up and monitor all critical dates and deadlines and initiate appropriate action. Maintain imaged files for the department in the Bank's document management system. Input data and maintain the CRM system. Maintain forms, checklists, documents and maintain written procedures for all aspects of position. Understand and prepare/obtain all documentation required for accoun

Responsible for the overall management and support of the Wire Transfer department. Manage monthly reporting to analyze trends and work with Senior Management to adapt activities to mitigate risk and increase productivity. Create an effective work environment by developing a shared vision, setting clear objectives, expecting teamwork, recognizing outstanding performance,