Position Specific Responsibilities Provides an exceptional support experience to all Wealth Users and Wealth clients. Develops strong relationships with our Wealth Users, BNYM Pershing's Client Service Team and JFG operational areas to provide timely and accurate responses to Wealth User questions, issues and problems. Develops and maintains a strong knowledge of investme

Procedures Design, coordinate, implement Banker Procedures Maintain/Manage Banker Resource Center SharePoint site which is used to retain Banker Support Activity Procedures and Training links Maintain/Manage Banker Support Activity Procedures Advisory Group to provide feedback regarding Procedure updates/revisions; and ability to access on SharePoint to ensure ease of use

Prepare daily, monthly, quarterly and annual reports accurately within established timelines. Accurately process daily transactions and monitor accounts. Reconcile and balance cash on a daily basis. Reconcile account information across multiple applications and sources. Support front end office users. Calculate, collect and reconcile fees. Plan and implement application u

Overview At Johnson Financial Group, you'll experience a welcoming culture unlike any other that inspires, challenges, and empowers associates to give their best in the communities where they work and live. Our Mortgage Loan Officers are passionate about assisting clients with their mortgage needs. As a Mortgage Loan Officer with Johnson Financial Group you will be respon

Perform cash handling transactions on the teller line. Balance cash drawer daily and verifies cash provided from/returned to the vault. Assist in opening and closing the branch and vault daily; assists in balancing vault currency and coin; balances ATM. Uncover important financial client needs and make recommendations to provide solutions to their unique financial situati

Core business understanding of Fiduciary services and Wealth business strategy to proactively support Fiduciary Advisors throughout processes of client implementation, maintenance, and communication. Thorough knowledge of core Wealth and Bank operating platforms specific to Fiduciary services. Responsible for accurately opening and closing of accounts within Wealth operat

Directs and manages department staff goals, and strategies; evaluates and reviews administrative activities to identify workflow efficiencies and provide appropriate training to allow leverage of tools made available to administrative staff. Evaluates and implements new technology which supports the delivery of Wealth products and services. Core business understanding of

Position Specific Responsibilities Core business understanding of Wealth RPS business and services to proactively support the Wealth RPS Relationship Managers, clients and their participants throughout the processes of client conversion, maintenance, and communication. Understanding and ability to articulate full scope of JFG products and services. Independently handles a

Prepare daily, monthly, quarterly and annual reports accurately within established timelines. Accurately process daily transactions and monitor accounts. Reconcile and balance cash on a daily basis. Reconcile account information across multiple applications and sources. Support front end office users. Calculate, collect and reconcile fees. Plan and implement application u