Lead end-to-end CRM product development, including defining vision, strategy and ideation, to launch comprehensive products that deliver significant value to the business.
October 02, 2022
Participate in planning of events and marketing activities including CKC (Customer Knowledge Center) nomination, RSVP list, logistics and onsite assistance as needed.
October 05, 2022
Developing compatible options on methods for connectivity and integration with the Bank for complex solutions (such as integrated payables and receivables) that interface with various banking products.
December 29, 2022
Prepare detailed itineraries and assure accuracy and timely delivery of plans/tickets to travelers.
February 15, 2023
Provide on-going coaching and feedback to ensure bankers are leveraging and coordinating specialists (Investor, Capital Advisor, Trust and Estate Advisor and Wealth Advisor) to provide interdisciplinary expertise for our most complex clients.
February 17, 2023
Requires 7+ years of technical consulting (preferably payments and ecommerce or similar area), relationship management, and/or treasury consulting or sales experience.
February 17, 2023
Management oversight of the organization (approximately 140 employees) consisting of Regional Onboarding Executives, VP Onboarding managers, and their teams of Onboarding Specialists at the VP and Associate level.
February 25, 2023
Demonstrated relationship building skills, with a superior ability to make things happen through the use of positive influence.
April 20, 2023
Build trust and develop relationships with select clients to help the client advisor team manage particularly large or complex relationships.
April 24, 2023
Assist in editing spreadsheets and presentations including printing and binding for client or internal meetings - skills in Word, Excel, and PowerPoint required.
May 18, 2023