The essential functions of the job include, but are not necessarily limited to, the following Proactively engaging customers in conversation about their financial needs Opening deposit accounts and ancillary banking products Facilitating customer awareness and education of bank services, including digital banking capabilities Introducing customers to other branch team mem

Service & Support Uncovers sales opportunities through analysis, reporting, and daily support operations. Works directly with individuals to address issues and respond to inquiries. Determines target needs and provides resolution. May serve as the main point of contact for clients throughout sales process, and assists in calls or presentations intended to solicit business

Identifying Requirements Works with internal stakeholders to help define requirements and communicates them using specifications, reports, project plans, or other forms of documentation. As the primary interface between the Business and Technology you will be required to analyze and validate published Business Requirements to be converted to system requirements allowing d

The Underwriter II's primary role is to support a team of senior underwriters with assessing and approving transactions in the Healthcare Asset Based Lending and Real Estate space which includes senior housing and long term care facilities. The position requires a candidate to have strong analytical skills, who will need to work on several transactions and be able to mult

Leads client onboarding journey, collaborating with Managing Director and Product Advisor to open new accounts Analyze and manage data sources/CRM to identify top clients and prospects; Determine potential cross sell opportunities and participate in the sales process; Develop and maintain deep understanding of SVB's products and anticipate clients' needs for these product

Sales Sales focus to include in person, centralized outbound calling, as well as direct Digital Marketing outreach. Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Engage with internal associates, customers, prospects, and referral sources through proactive outreach. Engage in sales practic

Sales Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending. Engage with customers, prospects and referral sources through proactive outreach. When appropriate, repre

The essential functions of the job include, but are not necessarily limited to, the following Engaging customers in conversation to understand their banking needs and preferences Processing transactions accurately and efficiently Providing assistance with account servicing needs Facilitating customer awareness and education of bank services, including digital banking capa

The essential functions of the job include, but are not necessarily limited to, the following Partnering with business and commercial bankers on joint calls to clients and prospects, as a subject matter expert in business deposits and treasury solutions. Business development, networking and establishing referral sources to generate new business opportunities. Introducing

Marketing Responsibilities Ongoing Sales Support Provide ongoing sales support to Lenders which includes identifying sales and cross sell opportunities, coordinating materials for presentations, setting up sales calls as needed, maintaining prospect lists and making joint calls as required. Documentation Support and Accuracy Originates, processes and ensures accuracy of l

Collection Coordinates loan portfolio collection efforts whether that be a repayment plan, settlement, or liquidation of collateral. Documents efforts and conversations in the event legal action is necessary. Engages and manages third party companies that collect on charged off loans. Coordinates with third party agencies on the assignment, repossession, or liquidation of

Legal Support Provides support to HR Governance management and associates in order to minimize legal risks and losses. Consults with both internal and external counsel on the resolution of legal matters. Business Support Performs a range of tasks and consulting with HR. Effectively consults and communicates instructions on the handling of specific transactions or other se

The essential functions of the job include, but are not necessarily limited to, the following Engaging customers in conversation to understand their banking needs and preferences Processing transactions accurately and efficiently Providing assistance with account servicing needs Facilitating customer awareness and education of bank services, including digital banking capa

Maintain a thorough understanding of current CRA regulations, guidelines, and reporting requirements to ensure accurate and timely compliance. Serve as the primary point of contact for all communications with regulatory agencies and internal stakeholders related to CRA compliance. Collaborate with internal teams, including legal, compliance, audit, risk management, and co

Data Analysis Sources, compiles, and interprets data. Analyzes data for accuracy and efficiencies, effectively communicates analysis output. Operational Support Provides daily support for business operations by responding to inquiries, identifying issues, and working to improve standard practices. Assists in implementing recommended modifications and enhancements. May ser