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Serve as a dedicated relationship manager resource in the Specialty Deposit group, responsible for new deposit origination. Ideal candidate will have a track record of generating over $20MM in new deposit origination annually. Deposit customer base ranges from $1MM to $50MM in average deposits per customer. Prospects, markets, structures, and originates new deposit produc
Posted 16 days ago
Responsible and accountable for credit underwriting and origination of new credits from existing and/or new customers to include renewals, modifications, and annual reviews. Make appropriate loan structure recommendations. Order and/or perform property inspections and/or valuation updates on real estate collateral per Bank policy. Monitor credit risk by periodically evalu
Posted 16 days ago
Demonstrate independence in the execution of the annual enterprise RCSA workshops and quarterly enterprise RCSA updates in collaboration with first and second line of defense risk owners. As part of the RCSA process, assist senior and executive management in identifying and assessing existing and emerging risks, and developing metrics and thresholds for key risk indicator
Posted 16 days ago
Review and analyze assigned automated transaction alerts produced from the bank's AML monitoring system. Conducts sufficient analysis of the customer patterns and activities in order to Provide clear written statement supporting disposition decision and documentation within the AML software. Meet productivity and quality expectations. Reviews assigned watchlist filtering
Posted 16 days ago
Develop, implement and maintain enterprise policies and processes to mitigate fraud risk while ensuring an appropriate balance between risk management and customer experience. Collaborate with business unit management to establish fraud risk management protocols, detective and preventive fraud controls, and to assess the effectiveness of controls for fraud risks. Develop
Posted 16 days ago
Participate in the development, implementation and maintenance of a compliance testing program to address compliance risk. Involvement in assessing compliance risk, determining risk mitigation approach, and making recommendations regarding policies and procedures to ensure compliance. Lead and/or independently perform moderate to highly complex compliance reviews in a com
Posted 16 days ago
The Document Services Associate performs document Quality Control review, utilizing the banks taxonomy as a guide. Verifies that documents in PPBI's system of record are in the proper placeholder; on the correct loan; dated correctly; pages rotated correctly; separate documents as needed; and remove duplicate documents. Responsible for document preparation, scanning and i
Posted 16 days ago
Process deposits, withdrawals, check cash and other transactions quickly and accurately. Ensure that negotiable instruments and cash are accounted for by following proper security policies and procedures. Answer branch telephone calls and assist with customer requests or issues. Review and verify daily reports assigned by Branch Management. Perform all functions of assign
Posted 16 days ago
Process deposits, withdrawals, check cashing, and other bank transactions including night deposit, courier and ATM deposits within assigned limits serving as the first line of defense from a risk management perspective. Balance and maintain cash drawer in accordance with branch performance standards. Proactively respond to incoming calls and serves as a customer advocate
Posted 16 days ago
Ensure delivery of exceptional customer service via telephone or through email by taking ownership of each customer inquiry, question or concern to resolution Make appropriate decisions on behalf of the customer quickly and effectively. Provide information and knowledgeable assistance efficiently and professionally. Ability to effectively prioritize work to ensure efficie
Posted 30 days ago
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