Summary of the Position:
Serves as a critical liaison between business stakeholders and IT teams, leveraging business process knowledge and technical expertise to align technology solutions with organizational goals, working to improve efficiency and the end user experience. Their primary responsibilities involve the entire system development lifecycle, from initial analysis to implementation and support.
Primary Functions of the Position:
- Requirements Gathering and Analysis: Collaborating with key stakeholders of all levels to identify, document, and validate business requirements and user needs.
- Assist various Lines of Business stakeholders with the creation of Business Requirements.
- Process Improvement and Design: Analyzing existing business processes, systems, and data to find areas for improvement and making recommendations for future state new or modified systems, software, or hardware to increase productivity, efficiency and end user experience.
- Solution Design and Specification: Translating business requirements into detailed functional and technical specifications and designs for development teams to use when building solutions.
- Experience working with Waterfall and Agile Methodologies
- Create and maintain comprehensive documentation such as use cases, Agile user stories, process diagrams, and technical specifications
- Ability to Manage an Agile Backlog
- Run Agile ceremonies when required
- Knowledge of APIs, middleware, and integration patterns to connect disparate systems
- Project Management Support: Assist the Project Manager with project planning, managing timelines, tracking progress, and coordinating activities across cross-functional teams ensuring projects are completed on time and within budget.
- Testing and Quality Assurance Support: Assist the QA team and LOB UAT members with UAT scripting, defect management, and answering questions.
- Training and Support: Assist the Business with end-user training for implementations, troubleshoot issues post-implementation and escalate when needed.
Education and Experience Requirements:
- Bachelor’s Degree or Equivalent Experience in Banking Systems Development
- Knowledge of Treasury Management and Commercial Banking and Systems
- Experience in the creation of Current State vs. Future State Diagrams
- Creation of C4 Architectural Diagramming (preferred, not required)
- Design Thinking Experience (preferred, not required)
- Analytical Thinking: Ability to break down complex problems, interpret data, and identify root causes and solutions.
- Technical Proficiency: Familiarity with systems analysis tools, databases, programming concepts, and software development life cycles (SDLC).]
- Communication Skills: Excellent verbal and written communication to clearly convey complex technical information to non-technical stakeholders and vice versa.
- Interpersonal Skills: Building effective relationships with stakeholders, facilitating discussions, and managing expectations.
- Attention to Detail: Ensuring accuracy in requirements, documentation, and system configurations.
- Problem-Solving: Proactive in identifying issues, thinking creatively, and providing feasible solutions.
- Project Management: Ability to prioritize tasks, manage time, and contribute to project planning and execution.
- Adaptability: Remaining flexible and responsive to changing business needs and technology landscapes
Summary of the Position:
The Commercial Loan Closing Specialist coordinates the loan closing process for new loans and modifications to existing loans within the C&I and CRE portfolio. This includes performing necessary due diligence (i.e. flood work, engaging inspectors & environmental engineers, review of insurance), reviewing loan approvals and draft documents, ensuring all closing conditions have been met and scheduling closings.
Essential Functions of the Position:
- Liaise with Bank Counsel to review complex loan documents
- Participate actively in deal closing calls that include internal and external deal team members and counsel
- Ensure documentation accurately reflect the conditions and structure set forth in the credit approval
- Work with Relationship Manager/Underwriter to understand the transaction and make sure that all relevant documentation and necessary due diligence is obtained
- Prepare funding requests and ensure accurate and complete funding information to ensure a timely closing
- Resolve post-closing loan requirements and clear exceptions.
Education and Experience Requirements:
- Post-secondary degree preferred
- Minimum 4 years of experience, including 2 years of bank operations processing, loan closings or related experience
- Commercial Real Estate experience
Essential Skills and Abilities:
- Demonstrated knowledge of loan documentation and lending regulations and ability to effectively interface with customers, internal and external counsel, compliance, credit, title companies, inspectors, insurance companies and other external contacts
- Job may require additional hours of work during peak periods to meet service levels
- Must demonstrate strong follow-up skills and the ability to prioritize tasks effectively
Summary of the Position
The Treasury Management Specialty Sales Officer (“TMO”) will execute the Treasury Management Specialty Sales Strategy. The TMO is responsible for managing the specialty sales portfolio, generating new business and providing representation of the bank in the market. The TMO is responsible for developing new/enhanced business relationships with select clients nationally and within the Bank’s footprint. This position requires consultative selling to targeted niches within Treasury Management is responsible for meeting individual annual sales goals. Responsibility includes strategizing to target and develop the deposit/treasury niches, developing and executing sales strategies to retain and fully penetrate new treasury management relationships. This position reports directly to the Head of Treasury Management Sales and Strategy.
Primary Functions of the Position:
- Demonstrates mastery level proficiency in all Depository Services and Treasury Management products
- Responsible for independent, consultative sales calling efforts focusing on treasury management opportunities primarily related to targeted industry verticals (mostly comprehensive payments and related services).
- Consults with existing and prospective deposit centric clients, by phone and in person, to learn their business & industry trends.
- Develops individual sales prospecting regimen, plans to achieve production goals and initiating strategies that will improve efforts and subsequent results.
- Drives visibility through industry engagement, conference participation and other activities to develop prospective client relationships and generate treasury management fee revenue and operating
- Provides education and knowledge of products to internal partners and to existing and prospective clients
- Become an industry expert as it relates to targeted industries and share knowledge within the bank and among prospect/client base.
- Effectively manages operational risk and compliance associated with
Education and Experience Requirements:
- Bachelor’s Degree or equivalent
- Certified treasury Professional (CTP) preferred but not required
- 5+ years of experience in one or a combination of the following: sales, business development, payment centric industries sales or treasury management sales experience
- Proven experience in complex, comprehensive payments/technological solutions and a strong understanding of related business applications, risk management protocols and
- Ability to generate calling activity and corresponding business by being a self-starter and leading opportunities independent of lending/credit.
Essential Skills and Abilities:
- Exceptional interpersonal, communication, and presentation skills
- Exceptional planning, time management, and organization skills
- Demonstrated analytical and problem-solving capabilities
- Demonstrated ability to work independently and build relationships
- Ability to work in a high-energy, fast-paced work environment and adapt quickly to changing circumstances
