Sunwest Bank jobs - 91 jobs

The Lockbox Specialist will be expected to assist with Lockbox business operations including envelope extraction, document scanning, transaction data entry, batch review and documentation, reject review, as well as mail desk responsibilities. Additional duties include, but not limited to, pulling down reports and files from the bank's website or third-party websites. The Document Processing Specialist may perform additional tasks or assist with projects as assigned by the Lockbox Supervisor and/or the Lockbox Administrator. ESSENTIAL DUTIES AND RESPONSIBILITIES Receives and sorts mail from the United States Postal Service. For each assigned account, opens mail and prepares batches based on processing instructions received from the customer and departmental procedures. Maintains the overall document imaging process including prepping, scanning, and verification of all documents to ensure a systematic free flow process. Retrieves files from various sources and imports them into the Lockbox database via the Lockbox software. Meets quality and quantity objectives as determined by management. Effectively communicates with customers via email and phone. ADDITIONAL RESPONSIBILITIES Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management Demonstrates high level of quality work, attendance and appearance Adheres to all Company Policies & Procedures and Safety Regulations Adheres to local, state and federal laws Understands and complies with all company rules and regulations Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA. Additional duties as assigned as it relates to the position SUPERVISORY RESPONSIBILITIES This position does not have supervisory responsibilities MINIMUM QUALIFICATIONS Business operations and/or data entry experience Strong organizational skills with the ability to prioritize effectively Excellent oral and written communication skills Strong PC Skills including: Word, Excel, File Explorer Strong attention to detail with solid follow-up skills Strong "number sense" when reviewing information Effective problem-solving skills and ability to troubleshoot when problems occur Ability to work effectively under pressure and manage multiple assignments simultaneously Ability to thrive in a team setting Able to stand for extended periods COMPETENCIES: Adaptability Communication Decision Making Initiative Innovation Motivator Organization Professionalism Results Orientated

A leading bank is seeking a Director, Treasury Management Officer to develop and implement transaction banking strategies in San Francisco. This role involves managing client relationships and collaborating with various stakeholders to deliver integrated solutions. The ideal candidate will have over 6 years of experience in transaction banking and a track record of success in building client relationships. The position also requires exceptional leadership skills and the ability to manage a team effectively. This role includes domestic and international travel, offering a dynamic and rewarding working environment. #J-18808-Ljbffr

Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus. The Portfolio Officer is responsible for assisting Portfolio Managers, Relationship Managers and Center Managers in the solicitation of new relationships along with the retention of existing relationships including loans and deposit accounts as well as other services and products offered by the Bank. The Portfolio Officer is involved in the analysis of customer/prospect business financial needs and opportunities, prospect/customer negotiations and internal presentation of credit and product requests. The Portfolio Officer is responsible for assisting the sales process with the sales team. Essential Duties & Responsibilities Provides sales and operational support to the sales teams in the Centers. Participates in all Center functions necessary to contribute to the achievement of Center earnings and growth objective that can be measured and actively participates in various community and civic activities in the Center Service area. Contributes significantly to meeting or exceeding the Center budgetary goals and ensures that deposit, loan and net income goals are met. Works with or through the Manager to ensure that all bank operating and lending policies and procedures are properly and promptly implemented and followed. Is compliant with all CBB policies and procedures to ensure a passing or better, Audit. Works with or through the Manager to ensure the Banks CRA policies and objectives are met for its assigned service area. Works independently, with or through Management of the Center's sales and service efforts to ensure retention and growth of existing relationships. Manage personal sales efforts that meet or exceed Center goals with a specific production goal based on experience and Center location. Provide, present and promote The Citizens Experience to all external and internal customers. Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job. Other duties as assigned. Supervisory Responsibilities This job has no supervisory responsibilities. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience Bachelor's degree (B. A.) from four-year college or university; or two to four years related experience and/or training; or equivalent combination of education and experience. Language Skills Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. Mathematical Skills Ability to work with mathematical concepts such as probability and statistical inference. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations and interpret and draw bar graphs. Reasoning Ability: Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. Computer Skills To perform this job successfully, an individual should have knowledge of Outlook Internet software; Microsoft Suite, Excel, HP Calculator, and Word Processing software. CERTIFICATES, LICENSES, REGISTRATIONS : Valid California Driver's License Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to sit; use hands, and talk or hear. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision and color vision. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Salary Range:$23.93 To $32.31 Hourly Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus.

Job DescriptionExact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus. The Credit Officer III has prior experience and expertise in credit analysis, with an understanding and ability to handle financial statement, tax return and cash flow analysis for businesses and individuals. Based on the credit request and analysis of the business or individual, the Credit Officer provides the bank with an accurate, clear and concise written credit request (report of Credit Extended- RCE). The Credit Officer III will have the ability to work on the most complex credits. May assist and train junior credit officers/trainees to obtain/increase the understanding of the credit analysis process and improve credit skills. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following: Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job. Provide, present and promote The Citizens Experience to all external and internal customers. Review credit request/file for completeness. Spread financial statement and/or tax returns. Evaluate a credit request and formulate questions, if necessary to complete Report of Credit Extended (RCE). Prepare an accurate, clear and concise RCE. If credit request does not fit within the bank's standard lending policy and procedures, refer to other bank departments. Discuss credit requests with branch personnel and Credit Management Division. Assist and/or train junior credit officer/trainees to obtain/increase the understanding of the credit analysis process and improve credit skills. Other duties may be assigned. SUPERVISORY RESPONSIBILITIES This job has no supervisory responsibilities. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and/or EXPERIENCE Bachelor's degree (B.A) from four year college or university; a minimum of ten years related experience and/or training; or equivalent combination of education and experience. A Master's Degree or equivalent is preferred. LANGUAGE SKILLS Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. MATHEMATICAL SKILLS Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry. REASONING ABILITY Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the associate is regularly required to sit and talk or hear. The associate frequently is required to use hands to finger, handle, or feel. The associate is occasionally required to walk and reach with hands and arms. The associate must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision. WORK ENVIRONMENT The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Salary Range:$104,061.00 To $150,888.00 Annually 40 hours per week.

Salary Range: 145,000.00 - 175,000.00 Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate's relevant knowledge, skills, and experience. Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Associate, US Software Equity Research, Global Banking & Markets - San Francisco Scotiabank Global Banking and Markets (GBM) is a leading Capital Markets and Investment Banking business operating globally for over 100 years with a rapidly growing platform in the United States. Scotiabank's strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. Scotia Global Banking & Markets is one of the largest and most prestigious banks in the world and provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of the bank's clients. Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for Scotia's clients across industries! We work together to drive ambition for every future! Overview/Purpose: Contributes to the success of the Scotiabank US Research Department ensuring specific goals are delivered in support of the team's business objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures. What You'll Do Support Global Banking & Markets in the U.S. while also occasionally working with other Scotiabank counterparts. Assist Senior Analyst with day-to-day responsibilities including developing and forecasting software company and industry models, maintaining current up-to-date information for software companies and monitoring global technology developments. Review daily news services for relevant information that impacts the macro, software industry specific and company drivers. Gather and analyze data from various sources, including company filings (10K, 10Q), investor presentations, and third-party data providers. Interact with c-suite management of covered software companies to stay informed regarding events that may/will impact performance. Draft research reports which communicate views regarding company specific recommendations (buy, sell, hold). Work closely with Senior Analyst in the launch of new software company coverage as well as the development of new industry and thematic research reports. Partner with other technology sector colleagues and analysts on technology industry reports as well as client and corporate events. Travel within the United States and internationally to software industry events. Assist sales and trading personnel with communications to Scotiabank's technology investor clients. Facilitate company marketing efforts with technology industry and corporate contacts. Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank's Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk. Champions high-performance and contributes to an inclusive work environment. What You'll Bring A university degree is required, with a preference for business, economics, engineering, computer science/programming. 1-7 years of relevant experience is preferred. Experience in finance, or at a software vendor, or within a technology ecosystem background is considered essential. Capital Markets experience, or knowledge of the technology market, would be an asset. Passing the FINRA Series 7, 63, 86 and 87 designations will be required as a function of the role. Strong accounting, financial modeling, and analytical skills will be required. Command of the Microsoft productivity suite, with a particular emphasis on Excel is required. Strong written and verbal communication skills. A MBA, CPA/CA designation or enrollment in/completion of the Chartered Financial Analyst (CFA) program is an asset. Interested? At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That's why we work to grow and diversify talent and engage employees in a performance-oriented culture. What's in it for you? Scotiabank wants you to be able to bring your best self to work - and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs. Location(s): United States : California : San Francisco Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

The HR Coordinator is responsible for HR responsibilities including report maintenance and metrics tracking, filing and maintenance of files, on-boarding new employees, clerical processing of outgoing mail, assisting the HR team and any other HR related projects. The HR coordinator should also encourage an open door policy & assist in building a transparent culture across the organization. ESSENTIAL DUTIES AND RESPONSIBILITIES Prepare and maintain employee files, assuring accuracy, compliance and confidentially. Owns the new hire onboarding process: launching drug screens and background checks, coordinating first day details and conducting new hire orientation. Administer i-9 verification for new hires & employees that require a reverification Point person for HRIS including, but not limited to; researching and resolving HRIS problems, unexpected results or process flaws; perform scheduled activities; recommend solutions or alternate methods to meet requirements. Recommend process/customer service improvements, innovative solutions, policy changes and/or major variations from established policy. Responsible for reporting for all touch points in Human Resources - Benefits, Talent Acquisition and Payroll and Time & Attendance Update and maintain employee benefit files regarding the tracking of benefit plan changes, new deductions or life changing events in to the ADP HRB system. Performs routine audits to ensure complete and accurate HR records and provides feedback and findings the HR Manager and CHRO. Reconciliation of all HR invoices Maintain and retrieve achieved records Completes Verifications of Employment in a timely manner Responsible for maintenance of the time and attendance system which includes semi-monthly follow up with supervisors to ensure time cards and time off requests are approved within payroll cut off Provide support and cover to the receptionist desk and varies duties assigned with the front coverage ADDITIONAL RESPONSIBILITIES Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management Demonstrates high level of quality work, attendance and appearance Adheres to all Company Policies & Procedures and Safety Regulations Adheres to local, state and federal laws Understands and complies with all company rules and regulations Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA. Additional duties as assigned as it relates to the position SUPERVISORY RESPONSIBILITIES This position does not have supervisory responsibilities MINIMUM QUALIFICATIONS 1-2 years' of prior experience in Office Management and/or Human Resources or related field preferred Bachelor's degree preferred Excellent written and verbal communications skills Ability to communicate clearly and with empathy with all employees as well as with vendors and visitors Ability to manage multiple priorities Highly organized with strong follow up skills and the ability to multitask COMPETENCIES: Adaptability Communication Decision Making Initiative Innovation Motivator Organization Professionalism Results Orientated IND123

Senior Loan Documentation Specialist will be responsible for the preparation of all loan documentation including C&I, CRE, SBA, Construction, Business Line of Credit and HELOC's. This individual will review loan documentation requests for accuracy and completeness with adherence to all regulatory compliance and prepare loan documentation in accordance with the terms and conditions of the Credit Approval. This individual will also be responsible for the review of all documentation prepared by other specialists within the department. ESSENTIAL DUTIES AND RESPONSIBILITIES Work with staff members and customers without regard to race, religion, age, national origin, handicap or sex and assist the Bank in maintaining its Affirmative Action Program. Review Credit Approvals and prepare the appropriate Loan Documents of varying complexity and other ancillary documents needed to address all necessary loan components. Review title policies for accuracy and ability to resolve discrepancies. Create and maintain documentation files (paper/electronic) Record and track documentation exceptions. Maintain updated information and tracking to provide accurate status updates to internal parties. Review Outside Council Loan Documents Ensure that established SLA's are met by timely completing all documentation requests. Consults with manager on any complex issues to ensure proper documentation and adherence to Bank policy Train new hires in the function of their duties Proficient in Laser Pro ADDITIONAL RESPONSIBILITIES Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management Demonstrates high level of quality work, attendance and appearance Adheres to all Company Policies & Procedures and Safety Regulations Adheres to local, state and federal laws Understands and complies with all company rules and regulations Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA. Additional duties as assigned as it relates to the position SUPERVISORY RESPONSIBILITIES This position does not have supervisory responsibilities COMPETENCIES: Adaptability Communication Decision Making Initiative Innovation Motivator Organization Professionalism Results Orientated

Under the direct supervision of the Bank's Network Engineering Director, this role will support, administer, and maintain the Bank's network across the physical bank locations and data centers. The Network Administrator will also assist in the creation and maintenance of network diagrams, documentation, standards, and desktop procedures, vendor administration of hardware and software purchases, and network-related projects, tasks, and assignments. ESSENTIAL DUTIES AND RESPONSIBILITIES Provides network administration and support for end users Actively monitors network connectivity across all sites and identifies solutions to potential problems/issues Provides support and troubleshooting for Cisco Call Manager and related telephony requests Assists with network maintenance and upgrade including patches, hot fixes, and security configurations Assists with evaluating network performance issues including availability, utilization, throughput, and latency Resolves escalated requests from other engineers and service desk Assists with projects and day to day service requests Assists with invoices processing and additional administrative tasks Continuous development and improvement of Infrastructure policies and procedures and ensuring they are put into practice and followed by the team Accomplishes organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments ADDITIONAL RESPONSIBILITIES Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers, and management Demonstrates high level of quality work, attendance, and appearance Adheres to all Company Policies & Procedures and Safety Regulations Adheres to local, state, and federal laws Understands and complies with all company rules and regulations Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA. Additional duties as assigned as it relates to the position SUPERVISORY RESPONSIBILITIES This position does not have supervisory responsibilities MINIMUM QUALIFICATIONS Bachelor's degree in Computer Science, Information Systems, or 3+ years equivalent experience is required 1 - 3 years network administration and Cisco Call Manager experience Any networking certification (CCNA, Network+) a plus Understanding of TCP/IP, Routing, Switching, Wireless, Firewall and IP telephony (Cisco Call Manager) Ability to manage multiple, often competing, priorities and tasks and follow through to completion on strict deadlines Ability to use discretion and judgment in evaluating problems and creating solutions for Members Ability to effectively communicate technical information, both verbal and written, to a wide range of end-users, including non-technical users Committed to providing clear and concise documentation Friendly presence and helpful attitude; good interpersonal skills Ability to work late hours/travel as needed during site build outs, major outages, or projects Technical, analytical, and interpersonal skills required Abstract thinking and the ability to work independently when required Must work well with a team COMPETENCIES: Adaptability Communication Decision Making Initiative Innovation Motivator Organization Professionalism Results Orientated

Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus. The Corporate Treasurer's responsibilities include the purchase and sale of investment securities, investment portfolio management, liquidity and cash management, and asset and liability management. ESSENTIAL DUTIES AND RESPONSIBILITIES Complies with, and stays abreast of, all policies and procedures, federal and state laws applicable to the job. Manages and develops direct reports, promoting teamwork, collaboration, and continuous improvement. Acts as Vice-Chair of the Management's Asset Liability Committee (ALCO) Manages the Bank's investment portfolio, in conjunction with CFO and ALCO, by establishing policies and strategies for the investment portfolio, including the following responsibilities: Portfolio analysis Trade execution and processing within bond accounting systems Credit analysis Broker approval and on-going monitoring Management reporting Provides for the daily liquidity needs of the bank through the management of cash and due from accounts, security settlements, payment draw downs, public funds, wholesale deposits, and borrowings. Develops and tests liquidity contingency plans under various degrees of severity, working with the quantitative modeling team to model various strategies Manages daily collateral needs of the Bank for pledging and borrowing Manages the Bank's correspondent banking relationships and accounts Manages the Bank's interest rate risk, in conjunction with CFO and ALCO, including collaboration with the quantitative modeling team to model various strategies Manages strategies and performance of derivative instruments within established policies and procedures Provide, present, and promote the Citizens Experience to all external and internal customers. Other duties as assigned. SUPERVISORY RESPONSIBILITIES This position has supervisory responsibilities. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and/or EXPERIENCE Bachelor's Degree in Accounting, Finance, Economics, Statistics, or another related field of study is required. 10 or more years of work experience in related areas associated with treasury management, including 5 or more years in banking. 3 or more years of experience managing staff of at least 2 employees. LANGUAGE SKILLS Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization. MATHEMATICAL SKILLS Ability to work with mathematical concepts such as probability and statistical inference. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations and bar graphs. REASONING ABILITY Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. COMPUTER & SOFTWARE SKILLS To perform this job successfully, an individual should have experience working with a Bloomberg Terminal, as well as strong knowledge of Microsoft Office including Word, Outlook and Excel software. CERTIFICATES, LICENSES, REGISTRATIONS N/A PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the associate is regularly required to talk or hear. The associate is frequently required to stand; walk; sit; and use hands and fingers to handle or feel. The associate is occasionally required to reach with hands and arms, and stoop, kneel, crouch or crawl. The associate is regularly required to operate a computer keyboard, mouse, calculator and telephone and reach with hands and arms. The associate must occasionally lift and/or move up to ten (10) pounds. WORK ENVIRONMENT The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The work environment is usually moderate. Salary Range: $191,292.00 To $286,938.00 Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus.

This position is responsible for driving new business through the sales of treasury services offered by the Bank. They are also a consultant and business partner to the Relationship Management (RM) team to ensure all Bank clients are offered the specific products to fit their individual needs. This can be accomplished through customized sales proposals, conducting cost/benefit analyses, building multiple pricing scenarios and identifying pricing improvements and margin opportunities. Participates in customer calls as appropriate and provides pre and post- sale client support. ESSENTIAL DUTIES AND RESPONSIBILITIES Generate new business through identifying market opportunities through cold calls, warm leads & referrals. Drive new sales opportunities by determining client needs and cross-selling treasury products and services to internal & external clients. Maintain active sales pipeline and provide real time updates available tools. Provides support to the RM group to educate and sell additional products to clients via onsite and telephonic meetings. Maintain relevant working knowledge of industry practices pertaining to the full suite of products and services offered. Handle in-bound customer service inquiries, training and support requests pertaining to Treasury Management & Internet Banking products and services, while ensuring customer service quality. Reviews and ensures the completeness, accuracy and adequacy of signed customer agreements, maintenance requests and cancelation forms. Understand and comply with requirements of all laws and regulations applicable to the position. Complete new client setup and/or deletion requests and client training in all related products and services Assist in fulfilling the department's audit requirements and ensure the implementation and completion of agreed audit recommendations. Provide support to Bank employees in all areas of Electronic Banking and Treasury Management products and services. Server as a subject matter expert on system capabilities, client onboarding process & worksheets and bank agreements related to Treasury Management services ADDITIONAL RESPONSIBILITIES Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management Demonstrates high level of quality work, attendance and appearance Adheres to all Company Policies & Procedures and Safety Regulations Adheres to local, state and federal laws Performs any other duties that may be assigned by warehouse manager Understands and complies with all company rules and regulations Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA. Additional duties as assigned as it relates to the position SUPERVISORY RESPONSIBILITIES This position does not have supervisory responsibilities MINIMUM QUALIFICATIONS 5 years of related Treasury Management experience and/or training; or the equivalent combination of education and experience. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be applicable to the financial industry. Some knowledge of related state and federal banking compliance regulations, Bank operational policies and procedures, and the Bank's products and services. Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees. Ability to deal with complex problems involving multiple facets and variables in non-standardized situations. Ability to work with no supervision while performing duties. COMPETENCIES: Adaptability Communication Decision Making Initiative Innovation Motivator Organization Professionalism Results Orientated PHYSICAL DEMANDS: In general, the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to allow differently-abled individuals to perform the essential functions of the job. Standing, walking and squatting less than fifty percent of the work shift Required to lift, move and carry up to 40 pounds Ability to read, count and write to accurately complete all documentation and reports Must be able to see, hear and speak in order to communicate with employees and other customers Specific vision abilities include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus Manual dexterity required using hands to finger; handle, feel and type; reach with hands and arms (Check the box that applies by double clicking on the box.) Sedentary: Limited activity, no lifting, limited walking Moderate: Mostly standing, walking, bending, frequent lifting Light: Office work, some lifting, bending, stooping or kneeling, walking Arduous: Heavy lifting, bending, crawling, climbing WORK ENVIRONMENT: In general, the following conditions of the work environment are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to allow differently-abled individuals to perform the essential functions of the job within the environment. The work space is clean, orderly, properly lighted and ventilated with the proper safety compliance Noise levels are considered moderate Sunwest Bank Is an Equal Opportunity Employer Sunwest Bank works with staff members and customers without regard to race, ancestry, national origin, sex, marital status, age, religion, medical condition, handicap, disability or veteran status and to assist the Bank in maintaining its Affirmative Action Program. Compliance with Bank Secrecy Act laws and regulations is considered an extremely serious matter, and it is intended that Sunwest Bank, through the purposeful efforts of its employees and officers, are expected to make every resolute attempt to conform to its Bank Secrecy Act Program and Procedures. Failure to comply will be reflected in their performance review as well as in any bonus compensation programs in which they may participate. Attend and complete all required classroom, computer-based, web-based and seminar training. It is the individual responsibility of every employee to maintain a current awareness and understanding of and to fully comply with Sunwest Bank's “Code of Ethics and Conduct.” Each employee is also expected to maintain an awareness of the laws, regulations, internal policies and procedures that are appropriate for his/her position Note: The preceding has been designed to indicate the general nature and level and work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. All job descriptions can be amended without notice as warranted by business necessity.

Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus. The FSR is responsible for selling the bank's products and services to existing and new prospects. The FSR is responsible for the new accounts function of the Business Financial Center, identifies sales opportunities, makes appropriate referrals and meets or exceeds personal sales goals and achieves banks cross-sales goals. The FSR is responsible for retaining and developing good commercial business relationships that lead to business checking accounts and other service products offered by the Bank. The FSR assists management of the Center to ensure retention of existing relationships and growth of new relationships. Essential Duties & Responsibilities: Complies with and stays abreast of all policies and procedures, federal and state laws applicable to his or her job. Must be certified in the Financial Sales Representative Program and participate in the Sales Incentive Program. Opens new accounts and maintains existing accounts according to the established policies and procedures of the Bank. Consults with customers and prospects to identify products and services that will meet the customer/prospect financial objectives. Sell and cross sell bank products and services to existing and potential customers. Participate in all Center functions necessary to contribute to the achievement of the center earnings and growth objective. Encouraged to participate in various community and civic activities in the center service area to enhance customer relationships and attract new business. Telemarketing existing and potential customers for account servicing and additional sales opportunities. Assist with the management of the center sales and service efforts to ensure retention of existing relationships and growth of new relationships. Pursues the appropriate follow up for new and existing relationships within the Business Financial Center. Participates in sales meetings and training programs to obtain and refine product knowledge and selling skills. Ensures proper documentation requirements are met for all accounts maintained by the Business Financial Center. Utilizes Chexsystems and OFAC as a part of the new accounts opening procedures. Process and maintain accurate CIP information. Demonstrates a thorough working knowledge of the Bank's established policies and procedures. Commitment to teamwork and a focus on delivering The Citizens Experience. Actively participates in Products Knowledge and The Citizens Experience. Other duties as assigned. Supervisory Responsibilities There are no supervisory responsibilities. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience High school diploma or general education degree (GED); and a minimum of one year of new accounts experience in a financial institution similar to ours. Language Skills Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization. Mathematical Skills Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. Reasoning Ability Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is frequently required to sit. The employee is occasionally required to stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Salary Range:$20.00 To $22.12 Hourly Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus.

This position is the face of the branch and responsible for completing all types of new and existing client transactions in an accurate, courteous and efficient manner. The incumbent knowledgeably addresses client questions and concerns. The incumbent identifies opportunities to deepen relationships by identifying needs for additional products and services and makes appropriate referrals. ESSENTIAL DUTIES AND RESPONSIBILITIES Provides a consistent and high level of service that exceeds client expectations and reflects in individual service scores Identifies opportunities to refer products and services to new and existing clients to meet monthly sales goals Operates within assigned cash limits and processes client deposits, withdrawals, transfers, payments, and account maintenance activities efficiently and accurately Maintains cash drawer within the assigned cash limits and accurately balances daily work at the end of each day Processes daily mail, night drop and ATM transactions in dual custody as assigned, and balances ATM when applicable Daily uses Transaction Management Systems (TMS) Encodes and scans branch transactions each day Processes incoming and outgoing cash shipments in dual custody Places holds on transactions as determined by Bank procedures Executes account stop payments as determined by Bank procedures Issues negotiable instruments in accordance with the Bank Secrecy Act Prepares Currency Transaction Reports and Suspicious Activity Concern Reports as needed May performs duties associated with opening personal and basic business type of new accounts and maintenance of existing accounts, including check orders, debit card orders, address changes, and updated or superseded signature cards Understands and complies with Bank policies, procedures and regulations governing job responsibilities ADDITIONAL RESPONSIBILITIES Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management Demonstrates high level of quality work, attendance and appearance Adheres to all Company Policies & Procedures and Safety Regulations Adheres to local, state and federal laws Understands and complies with all company rules and regulations Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA. Additional duties as assigned as it relates to the position SUPERVISORY RESPONSIBILITIES This position does not have supervisory responsibilities MINIMUM QUALIFICATIONS Two years of experience in cash handling and customer service or one year of experience as a teller at another financial institution Familiarity with Windows-based personal computers Proficient with Microsoft Office Suites (Outlook, Word, Excel) Effective time management skills with ability to prioritize Ability to relate well to all kinds of people with focus on the client Action-oriented contributor with a high energy level to serve client and branch needs Actively seeks opportunities to grow in position and career

The Senior Support Engineer role reviews, analyzes, and evaluates information technology solutions, supports purchase of technology, facilitates processing of IT invoices, and assists with management of IT Vendors. As a member of the IT Service and Delivery team, the Sr Desktop Engineer provides technical support to the company, and assists in the development of best practices, adherence to IT policies and procedures, and helps to ensure overall IT audit effectiveness. You will have the opportunity to tackle a wide range of challenges and provide the analysis that guides teams of technical, operational, and executive personnel. You have an impeccable attention to detail, an intense curiosity and expertise in a wide variety of topics, such as information technology operations, banking platforms, development processes, systems analysis, audit, and regulatory compliance. ESSENTIAL DUTIES AND RESPONSIBILITIES As a member of the IT Help Desk team, provide technical support to company employees Accurately log, track and route all problems and requests using IT ticket tracking software; document resolutions Assist in the development of desktop procedures for routine IT Help Desk support requests and tasks Has functional understanding of IT Audit, IT General Controls, IT Best Practices, and SOX Support User Onboarding, User Offboarding, and User Access requests to company systems and applications. Ensure IT SLA's are met for ticket resolution, termination of access Supports IT Purchasing of desktop technology and end-user-computing Facilitates proper processing of IT Invoices and Cost Center charge-back Assists with the vendor management lifecycle of IT vendors Be a change agent for legacy practices and continuous process improvement ADDITIONAL RESPONSIBILITIES Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management Demonstrates high level of quality work, attendance and appearance Adheres to all Company Policies & Procedures and Safety Regulations Adheres to local, state and federal laws Understands and complies with all company rules and regulations Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA. Additional duties as assigned as it relates to the position SUPERVISORY RESPONSIBILITIES This position does not have supervisory responsibilities MINIMUM QUALIFICATIONS 5+ years of experience in information systems, or banking, or financial services Demonstrated ability to identify issues of a complex nature and draw actionable strategy to effectively resolve. Must be able to size up a business unit and develop a rapport with others quickly. Ability to adjust to fluctuating workload with the pressure of aggressive deadlines; ability to manage multiple projects simultaneously. Solid knowledge of the financial services industry including but not limited to; products/services offered, vendors, and regulatory requirements. COMPETENCIES: Adaptability Communication Decision Making Initiative Innovation Motivator Organization Professionalism Results Orientated

Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus. Reporting directly to the CIO, the AI Productivity Specialist will lead the Bank's enterprise adoption of Microsoft Copilot for the enterprise; this includes Copilot Chat (free), the licensed version of Copilot, and Copilot Studio. This role will design and deliver training in partnership with HR, curate role-based use cases and prompts, and manage the Bank's internally hosted AI Innovation Hub. The ideal candidate blends strong Microsoft 365 expertise with change management, communications, and compliance awareness to drive secure, measurable productivity gains across all divisions and job roles. ESSENTIAL DUTIES and RESPONSIBILITIES Independently designs and executes enterprise-wide rollout plans for Copilot Chat, Microsoft 365 Copilot, and Copilot Studio. Defines enablement roadmaps, pilot frameworks, readiness benchmarks, and scaling strategies, applies sound judgement to tailor approaches for diverse business units. Exercises discretion in developing role-specific learning paths and instructional materials (e.g., decks, guides, videos) that align with organizational goals. Evaluates training effectiveness and refines content based on feedback and evolving needs. Serves as the principal architect and curator of the Bank's intranet-based Copilot resource center. Determines content priorities, structure, and updates to ensure relevance, accuracy, and strategic alignment with enterprise AI initiatives. Partners with stakeholders across divisions to identify, assess, and document high-value Copilot use cases. Applied independent judgement to vet and publish Copilot Agents and prompt libraries that reflect operational controls and workflow optimization. Provides expert level coaching on prompt engineering, ethical AI usage, and secure deployment practices. Serves as the primary point of contact for Copilot-related inquiries, offering tailored guidance that reflects nuanced understanding of business priorities. Independently plans and executes enterprise communication campaigns (e.g., newsletters, demos, town halls) that promote Copilot adoption. Recognizes champions and fosters a culture of responsible innovation through targeted messaging and engagement strategies. Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job. Provide, present, and promote The Citizens Experience to all external and internal customers. Other duties as assigned. SUPERVISORY RESPONSIBILITIES This position has no supervisory responsibilities. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and/or EXPERIENCE Bachelor's degree in computer science or a related discipline from a four-year college or technical school or 1-2 years of job-related experience. LANGUAGE SKILLS Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. MATHEMATICAL SKILLS Ability to apply simple math concepts to add, subtract multiply, and divide whole numbers using a PC or calculator. REASONING ABILITY Ability to define GenAI use cases to address inefficiencies in processes, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. COMPUTER SKILLS Knowledge of Artificial Intelligence and Generative Artificial Intelligence Experience working with GenAI solutions (Copilot, ChatGpt, Gemini, etc.) Experience with Microsoft 365 Copilot and Copilot Studio preferred Microsoft 365 product stack knowledge a plus CERTIFICATES, LICENSES, REGISTRATIONS None required. OTHER SKILLS and ABILITIES Thorough understanding of Generative Artificial Intelligence Strong oral and written communication skills evidenced by a background in preparing comprehensive documentation incorporating complex information. Highly detail oriented with strong organizational skills. Ability to work with third party vendors, in-house technology partners, or peers within the bank Ability and desire to work in a fast-paced environment. Proven ability to work independently and in a team environment with minimal supervision. The incumbent should be self-motivated with strong decision making and communication skills. Ability to plan, revise and execute project work plans as appropriate to meet changing needs and requirements. Strong problem-solving skills across both process and technical domains. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl; talk or hear and taste or smell. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.

SUMMARY The Project Coordinator works with the Project Management Officer and/or Project Managers to complete day-to-day project management activities. This person will help project teams manage resources and information while also assisting with planning and conducting meetings. The Project Coordinator will also assist with project administration deliverables such as meeting minutes, risk assessments, budget tracking, schedule updates, and project closeout. ESSENTIAL DUTIES AND RESPONSIBILITIES Support business unit project managers with project planning and documentation and other project-related tasks Ensure that all financial records for projects are up to date Manage project status updates for departmental projects Train departmental project managers on project management documentation process and best practices Maintain standard operating procedures on a quarterly basis Manage lower priority/risk projects as needed ADDITIONAL RESPONSIBILITIES Demonstrates high degree of professionalism in communication, attitude, and teamwork with customers, peers and management Demonstrates high level of quality work, attendance and appearance Adheres to all Company Policies & Procedures and Safety Regulations Adheres to local, state and federal laws Understands and complies with all company rules and regulations Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA. Additional duties as assigned as it relates to the position SUPERVISORY RESPONSIBILITIES This position does not have supervisory responsibilities. MINIMUM QUALIFICATIONS Bachelor's degree and 3+ years of work experience in banking/financial services, customer service, or a business-related field (ex. retail, call center, customer-focused field, etc.), or an equivalent combination of education and experience. Strong PC Skills with the full suite of Microsoft Office products (Word, Outlook, Excel, Teams, etc.) Good team player with strong verbal and written communication skills Ability to work effectively under pressure and manage multiple assignments simultaneously Effective problem-solving skills and ability to troubleshoot when problems occur Comfortable hosting meetings and conducting presentations, or willing to develop in this area Desire to continue growing in the field of project management COMPETENCIES: Adaptability Communication Decision Making Initiative Innovation Motivator Organization Professionalism Results-Oriented PHYSICAL DEMANDS: In general, the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to allow differently-abled individuals to perform the essential functions of the job. Standing, walking and squatting less than fifty percent of the work shift Required to lift, move and carry up to 40 pounds Ability to read, count and write to accurately complete all documentation and reports Must be able to see, hear and speak in order to communicate with employees and other customers Specific vision abilities include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus Manual dexterity required using hands to finger; handle, feel and type; reach with hands and arms WORK ENVIRONMENT: In general, the following conditions of the work environment are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to allow differently-abled individuals to perform the essential functions of the job within the environment. The workspace is clean, orderly, properly lighted and ventilated with the proper safety compliance Noise levels are considered moderate

Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus. The Service Support performs the full range of operations duties including leading the staff at the direction of the Service Manager and/or the Lead Service Support. The Service Support must fill in for all non-exempt positions such as but not limited to: Service Support Lead, Service Representative, Financial Sales Representative, Vault or Merchant Services Representative. The incumbent works closely with the Service Manager and the Service Support Lead to ensure positions are covered for both pre-planned and unplanned absences. The individual must be able to perform each job satisfactorily. This individual must be well organized, self-motivating, flexible, and have the ability to multi-task effectively. ESSENTIAL DUTIES AND RESPONSIBILITIES Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job. Processes levies and subpoenas. Performs certifications. Interviews customers to obtain information and explain available financial services such as savings and checking accounts, Individual Retirement Account, Certificates of Deposit, savings bonds, and securities. Rents safe deposit boxes. Answers customer questions and investigates and corrects errors, and determines cause and prevents the errors from re-occurring, leaves customers feeling good about the Bank. . May have cash assigned to them and may use it on a daily basis. Admits customers to safe deposit vault. Services and maintains ATM Machines. Executes wire transfers of funds. Follows up on dormant accounts. Fills in as needed in all non-officer positions. Provide, present and promote The Citizens Experience to all external and internal customers. Must be able to deal directly, face-to-face and on the phone with the public, following the Banks Customer Service Standards. Other duties as assigned. SUPERVISORY RESPONSIBILITIES None QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and/or EXPERIENCE High school diploma or general education degree (GED); or one to three years experience as a teller and new accounts in a financial institution. Experience in certifications, dormant accounts, levies and subpoenas and as a merchant service representative. LANGUAGE SKILLS Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization. MATHEMATICAL SKILLS Ability to add and subtract two digit numbers and to multiply and divide with 10's and 100's. Ability to perform these operations using units of American money and weight measurement, volume, and distance. REASONING ABILITY Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the associate is regularly required to stand, walk and crouch, use hands to finger, handle, or count currency; type, and talk and hear. The associate frequently is required to reach with hands and arms. The associate is occasionally required to sit and kneel. The associate occasionally lifts and/or carries cash up to 50 pounds. WORK ENVIRONMENT The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Pay Rate Range: $20.00 to $23.00 per hour

Supports the Compliance Officer in the execution of the Compliance Management System. Understanding of laws, rules and regulations related to Bank Operations, Marketing, Deposits and Lending required. Conducts periodic monitoring and testing on the Bank's products and services. Maintains compliance policies and reviews compliance and business procedures for implementation of compliance regulations or integration into existing processes and practices. Supports the Compliance Officer in the preparation of the Bank Risk Assessment, Tracks and monitors corrective actions performed within business areas for any identified compliance issues within those functions. Experience with Vendor Management Program activities desired. Available as a subject matter expert and resource for questions and training across the organization. Ensures customer complaints are timely addressed and any identified issues or errors are appropriately resolved. Prepares reporting to the Compliance Officer on the effectiveness of the Compliance Program framework, and associated compliance-related activities across the Bank. ESSENTIAL DUTIES AND RESPONSIBILITIES Reviews and revises, as appropriate, policies and reviews departmental procedures specifically addressing regulatory compliance topics or applying compliance standards to existing Bank or departmental processes. Monitors and conducts periodic compliance testing in business area departments for satisfactory measure of compliance. Responds to issues or findings identified, tracks and monitors issue resolution, prepares and delivers reports to the Compliance Officer on monitoring and testing matters. Compliance regulations and amendments for implementation into Bank products, workflow, and policies and procedures. Works on new product development as impacted by compliance regulations. Manages Compliance Program and compliance-related business activity documents and forms development and updating, including applications, disclosures, loan documents, brochures, etc. Trains in compliance aspects applicable business areas and their individual areas of responsibility and all employees, as needed. Reviews and approves Bank advertising for regulatory compliance. Maintains Complaint Log and manages complaint/error resolution and responses process. Develops and provides periodic reporting on Complaints to Management and appropriate Governance committees. Works closely with banking regulators during and in preparation of compliance exams. Supports Vendor Management Program activites ADDITIONAL RESPONSIBILITIES Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management Demonstrates high level of quality work, attendance and appearance Adheres to all Company Policies & Procedures and Safety Regulations Adheres to local, state and federal laws Understands and complies with all company rules and regulations Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, FCRA, Marketing requirements, Regulation CC, Information Security, Bank Protection Act, FACTA-Identity Theft, Information Technology and GLBA. Additional duties as assigned as it relates to the position SUPERVISORY RESPONSIBILITIES This position may have supervisory responsibilities MINIMUM QUALIFICATIONS Sound working knowledge of federal and state banking consumer protection laws and regulations, including ECOA, E-SIGN Act, RESPA, TILA, HMDA and FHA and state predatory lending and high cost regulations. Minimum five years' experience practicing regulatory compliance in Lending and Operations for an insured financial institution. Overall banking knowledge and experience required to comprehend and facilitate satisfactory compliance standards throughout the Bank. Ability to write policies and procedures and effectively educate and train staff. Demonstrates competency and professionalism in working with banking regulators. COMPETENCIES: Adaptability Communication Decision Making Initiative Innovation Motivator Organization Professionalism Results Orientated

With direction and supervision from the Account Executive Supervisor, provides direct support to Relationship Managers of the Bank to manage and proactively address the needs of clients in connection with their loan and deposit relationships. Gathers or assists in compiling information as needed for loan documents, new account documentation, compliance related materials and any other administrative functions that are tied to the proper maintenance of a loan portfolio. ESSENTIAL DUTIES AND RESPONSIBILITIES Maintains an assigned/delegated client portfolio as the primary administrative officer. Maintains an up to date tracking of the status, receipt, and delinquency of all required financial reporting items for their assigned portfolio. Provides administrative support for all loan and deposit functions of their portfolio, including but not limited to: Assists PM with collecting and organizing required new account documentation Processes transfer requests for loans under his/her responsibility Reviews and assists PM in keeping organized and complete loan files that are ready for FDIC review Assists RM/PM with compliance administrative functions involved in the onboarding of new loan and deposit accounts Requests financial information 90 days in advance of all loan reviews/renewals and informs PMs of any past due items. Interacts independently and uses appropriate discretion with clients and prospects to ensure all administrative functions are addressed in a timely manner. Maintains an accurate, up-to-date tracking log of all applications for credit in process. Requests and reviews entity documentation and other required items for creation of loan documents. Collaborates with bank's Note Department, escrow, title & attorneys, as needed to coordinate loan closings. Prepares applicable closing checklists, appraisal order forms, and other required forms necessary to process the loan or begin underwriting in a timely manner and provides completed forms to RM/PM for review and approval. ADDITIONAL RESPONSIBILITIES Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management Demonstrates high level of quality work, attendance and appearance Adheres to all Company Policies & Procedures and Safety Regulations Adheres to local, state and federal laws Understands and complies with all company rules and regulations Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA. Additional duties as assigned as it relates to the position SUPERVISORY RESPONSIBILITIES This position does not have supervisory responsibilities MINIMUM QUALIFICATIONS Understand different borrowing entity structures Thorough knowledge of commercial banking products and services. General working knowledge of computer skills to communicate with all levels of bank management, staff and customers. (Excel, Word, PowerPoint and Internet access) Ability to communicate clearly and effectively. Strong organizational ability with capacity to efficiently manage multiple projects simultaneously. Ability to take the initiative and prioritize tasks, good time-management, problem prevention and problem-solving skills. COMPETENCIES: Adaptability Communication Decision Making Initiative Innovation Motivator Organization Professionalism Results Orientated IND123

The Project Manager is the primary interface between various business units (or business partners) and the IS teams. The Project Manager oversees the planning, implementation, and tracking of specific projects from beginning, an end and meets specified deliverables. They will be responsible for facilitating, prioritizing and communicating functional and technical requirements of large-scale projects to the IS teams. The Project Manager is required to coordinate the necessary activities in all areas of IS, as applicable for the successful completion of the assigned project. ESSENTIAL DUTIES AND RESPONSIBILITIES Define the scope of the projects in collaboration with senior management Create a detailed work plan which identifies and sequences the activities needed to successfully complete the project Determine the resources (time, money, equipment, etc) required to complete projects Develop a schedule for project completion that effectively allocates the resources to the activities Review the project schedule with senior management and all other staff that will be affected by the project activities; revise the schedule as needed Determine the objectives and measures upon which the project will be evaluated at its completion In consultation with the appropriate manager, recruit, interview and select staff with appropriate skills for the project activities Manage project staff according to the established policies and practices of the organization Ensure that personnel files are properly maintained and kept confidential Ensure that all project personnel receive an appropriate orientation to the organization and the project Contract qualified consultants to work on the project as appropriate; partner with the Talent Acquisition team to ensure all consultant agreements meet compliance requirements Execute the project according to the project plan Develop forms and records to document project activities Set up files to ensure that all project information is appropriately documented and secured Establish a communication schedule to update stakeholders including appropriate staff in the organization on the progress of the project Review the quality of the work completed with the project team on a regular basis to ensure that it meets the project standards Write reports on the project for management and for funders Communicate with funders as outlined in funding agreements Monitor and approve all budgeted project expenditures Monitor cash flow projections and report actual cash flow and variance to senior management on a regular basis (monthly/bimonthly) Manage all project funds according to established accounting policies and procedures Ensure that all financial records for the project are up to date Prepare financial reports and supporting documentation for funders as outlined in funding agreements Ensure that the project deliverables are on time, within budget and at the required level of quality Evaluate the outcomes of the project as established during the planning phase ADDITIONAL RESPONSIBILITIES Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management Demonstrates high level of quality work, attendance and appearance Adheres to all Company Policies & Procedures and Safety Regulations Adheres to local, state and federal laws Understands and complies with all company rules and regulations Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA. Additional duties as assigned as it relates to the position SUPERVISORY RESPONSIBILITIES This position does not have supervisory responsibilities MINIMUM QUALIFICATIONS 3 to 5 years planning and/or management experience 3-4 years (Bachelors in IT, or Business) eCommerce and Retail Store Technology experience Extensive experience with project management tools such as Jira or MS Project Experience leading projects in cloud environment PMP certification is an asset Ability to bridge across multiple SDLCs Ability to multi-task and manage multiple projects Strong communication & problem solving skills Excellent time management skills Proficiency in MS Word, Excel, Visio, PowerPoint System and/or Business Analysis experience preferred Process improvement experience preferred