Act as primary advisor and key consultant to designated wealth management clients. Assume responsibility for all clients and work with other team members to ensure an excellent client experience. Seek and develop referrals from current clients, their advisors, bank partners and outside sources for introductions to new clients. Develop and initiate a comprehensive customer

Analyze/review and document suspicious activity alerts and reports review and escalate according to Suspicious Activity Monitoring procedures. Perform enhanced due diligence on certain higher risk businesses as assigned. Document investigation results according to Suspicious Activity Monitoring procedures. Review potential OFAC or other list screening matches as assigned.

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

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

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

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

Process marketing materials as required print, cut, mail. Responsible for meeting mailing deadline requirements for various mail pieces. Maintain adequate supplies for the mailroom. Process incoming and outgoing mail. Pick up mail from post office. File/store documents and checks as required. Manage special courier services for mailroom and branches on holidays. Order sup

Proactively identify solutions, develop and implement policies and strategies necessary to achieve financial goals of the department. Work with partners in the organization to ensure a cohesive client experience and to deliver a consistent message to clients and prospective clients. Act as subject matter expert for staff and clients. Work closely with Chief Investment Off

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

Leadership Directly manage the daily activities of employees within the branch, coordinating and prioritizing requisite duties and daily assignments while appraising employee productivity and performance. Monitor staff attendance, work standards, and adherence to company policies. Compose and deliver performance evaluations. Promote teamwork within the branch to encourage

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,

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,

Download and import files from various sources into POD system. Verify files are in balance and are successfully transmitted to the Computer room. Process incoming mail, which includes balancing and posting to customer accounts for loan payments and checking/savings deposits through Teller Capture. Review, data enter, and balance rejected items. Process foreign checks. De

Oversee implementation of IT infrastructure system security and processes. Participate in business Architecture Reviews as a technical contributor by developing configurations to meet technical requirements. Implement business architecture models that reflect First American Banks's strategies and goals. Implement standardized processes and documentation from Architect Rev