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

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

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

Service Manage customer experience, ensuring satisfactory service standards and appropriate resolutions are achieved. Assist in customer issue resolution in person or via phone. This includes performing research, reviewing transactions, and redirecting customers to appropriate resources when necessary. Collaborate with internal business units to ensure a cohesive customer

Service Manage customer experience, ensuring satisfactory service standards and appropriate resolutions are achieved. Assist in customer issue resolution in person or via phone. This includes performing research, reviewing transactions, and redirecting customers to appropriate resources when necessary. Collaborate with internal business units to ensure a cohesive customer

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

Service Approve transactions or provide teller overrides within established authority limits, including verification of identification, funds availability, and fraud prevention. Manage customer experience, ensuring satisfactory service standards and appropriate resolutions are achieved. Provide teller services including, performing customer transactions, processing cash a

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