This position is responsible for developing and maintaining client relationships in the First Santa Fe Investment Services Group. Will also serve as Investment Officer for agency and fiduciary accounts; provide investment consulting services such as establishing investment objectives, asset allocation and account reviews and perform securities trades for the accounts held in the department. Requirements include
7-10 years directly related knowledge and experience in investment industry, extensive knowledge of products, services, strategy and fiduciary concepts and experience managing a sizable portfolio of client accounts. Masters preferred, Series 7 and 63/66 required.Senior Trust Officer
The Senior Trust Officer is responsible for developing and implementing effective Department policies and procedures, implementation and oversight of completion of Department projects and for the general supervision of the Department staff. Responsibilities include ensuring compliance with rules, regulations and guidance pertaining to trust administration. The responsibilities of this position may include personal sales goals or supervision of sales goals. Position requires degreed secondary education; law and/or MBA a plus and 7-10 years previous financial industry experience.Consumer Compliance/Customer Information Security Officer
This position is responsible for the development, implementation and effectiveness of a comprehensive Consumer Compliance Program in a financial services environment. The Consumer Compliance/Customer Information Security Officer is additionally responsible for performing select duties related to the security of the Bank’s customer information. Requires experience in banking operational, compliance and security; experience in the development and implementation of effective banking security policies and procedures; experience in the development and implementation of Risk Management Programs.Operations Transaction Specialist
This position supports the Bank staff and customers with transaction and dispute research, incident and fraud alert response. Additionally will process and fulfill workflow/requests generated by Bank employees and online users while they maintain the Bank’s ATMs and debit card offerings. Previous experience includes 1-3 years directly related banking or financial services knowledge with an emphasis on electronic payment processing, knowledge of ACH rules, format and requirements.Mortgage Department Senior Underwriter
This position will perform manual reviews of the Bank’s portfolio loans and validate automated underwriting findings for investor(s); responsible for review of credit, income and asset documentation for loan applicant(s). Customer service and consistent communication are critical to this position. Minimum requirements are 3-5 years FHA and VA underwriting experience with Direct Endorsement Authority, advanced skills in the review of self employed tax returns and appraisals necessary.
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