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