Meet assigned production goals. Actively sell the Bank's business products and services in a professional manner through an established number of pre arranged, well planned outside sales calls on a weekly basis with follow up as needed to gain and optimize the business relationship. Primary focus is on net new, non borrowing business/commercial relationships. Refer potent

Summary of Duties Manage Salesforce environments including Production, Full and Partial Development Sandboxes. Oversee the software development lifecycle, ensuring the proper structures are in place for the on time delivery of high quality product releases. Deliver results on complex development projects involving teams across the Product Development department and SVB as

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

Define the Quality Control approach to ensure the ITAM implementation conforms to standards and is fit for use. Establish Quality Control objectives, metrics, review process and expected output. Measure, monitor and evaluate the implemented process by testing against the predetermined objective and a defined set of quality criteria. Perform analytical testing of complianc

Client Acquisition Acquires clients for Wealth Management through a variety of sales and marketing techniques. Provides customized banking solutions based on the needs of the client in coordination with the overall wealth plan. Develop both Internal and external network representing the Bank in the community and markets served. Portfolio Management Manages a portfolio of

Client Acquisition Acquires clients for Wealth Management through a variety of sales and marketing techniques. Provides customized banking solutions based on the needs of the client in coordination with the overall wealth plan. Develop both Internal and external network representing the Bank in the community and markets served. Portfolio Management Manages a portfolio of

Client Acquisition Acquires clients for Wealth Management through a variety of sales and marketing techniques. Provides customized banking solutions based on the needs of the client in coordination with the overall wealth plan. Develop both Internal and external network representing the Bank in the community and markets served. Portfolio Management Manages a portfolio of

Sales Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Represent the Bank in the community for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. Engage in sales practices that are aligned to create value for both the customer and the bank

Client Acquisition Identifies and attracts new clients to the Bank's wealth offerings through direct prospecting efforts, client referrals, and by partnering with Bank associates. Builds and cultivates strategic partnerships with centers of influence to enhance acquisition efforts. Responsible for external networking and market development. Relationship Management Serves

Account Management Key Stake holder reviews Assist in developing new accounts, work and manage a pipeline New Business Development by prospecting, qualifying, and closing new vendor programs Negotiate transactions, help gather documentation and credit information Assist in negotiation and deal structuring On Boarding new vendors and programs Develop strong business relati

Business Strategy Identify, develop, structure, close and maintain vendor centric equipment finance opportunities through both interaction at the appropriate vendor management level, as well as ownership of the internal First Citizens sales cycle in its entirety, to meet or exceed assigned targets. Sales Articulate the Equipment Finance value proposition across existing r

System Enhancement Performs a variety of actions that evaluate and improve department systems, processes, and applications. Utilizes programming specifications to construct modules, develop testing methods, and design materials. Provides new feature time estimates for system changes and assists in implementing modifications. Executes test plans to validate application fun

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

Assisting Underwriters with reviewing new investment opportunities by preparing the initial deal review, sponsor underwriting and credit risk analysis. Assisting Portfolio Manager with the collection, data imputation and analysis for the quarterly portfolio review. Assisting Underwriters and the Closing Coordinator on fund closings by supporting the preparation of credit

Assisting Underwriters with reviewing new investment opportunities by preparing the initial deal review, sponsor underwriting and credit risk analysis. Assisting Portfolio Manager with the collection, data imputation and analysis for the quarterly portfolio review. Assisting Underwriters and the Closing Coordinator on fund closings by supporting the preparation of credit