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

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

Reconcile various General Ledger and DDA accounts. Process unposted items, incoming/outgoing returns, and ACH and Zelle disputes. Work with Bank and Commercial customer accounts on Positive Pay system. Contact specific First American Bank branches or outside banking institutions when appropriate. Maintain accurate files and prepare reports as needed. Handle all internal a

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

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

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

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

Independently interact with a specific portfolio of clients, including attendance at meetings outside the office. Sell a broad range of bank products and services to those customers, including Treasury Management, Wealth Management, Private Banking and Trade Finance products. Review and correct loan documents, and present them to customers for signature. Work independentl