Monitor, on an ongoing basis, information concerning client financial performance, condition, and industry trends to determine that any credit exposure is at an acceptable risk, and priced accordingly.
February 03, 2021
Create strong partnerships with internal colleagues, provide FINRA supervision, auditing, reporting and results for team relative to assigned financial budget.
February 22, 2021
Demonstrated experience in developing new and successful business initiatives and the ability to coordinate relevant services to incorporate customer programs and offerings.
March 21, 2021
Active and visible community and industry involvement to broaden and leverage relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape.
April 27, 2021
Participates in the preparation of operating budgets for multiple cost center(s) and analyzes interdepartmental reports to ensure that performance corresponds to plan.
May 05, 2021
Prepare, present, and implement annual property budgets, including capital expenditure budgets, or review, authorize, and monitor such budgets prepared by others.
May 17, 2021
Provide Team Leads and RMs support, ongoing feedback, coaching and direction in client and prospect business development, through weekly individual sales meetings, team meetings and joint calling efforts with team members to elevate individual and team performance/results.
May 20, 2021