Client Advisory Sales Associate Org Structure Job Posting Location Elk Grove Village, IL 1650 Louis Ave Category Wealth Management Group Type Regular Full Time Job Description First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets

Lead Information Security Assurance & Compliance including cross functional assessments of information resources, processes, tools. Oversee application compliance cross functionally to ensure risks to the organization are identified and processed in accordance with the Information Security Risk Management Program. Partner with key stakeholders in the Business Units, Techn

Daily duties consist of HVAC, plumbing, electrical, low voltage network wiring, carpentry, relocating document containers, relocating equipment, and other tasks. Responsible for general maintenance activities, including but not limited to pest control, landscaping, and pressure washing the exterior of buildings. Complete documentation in a timely, accurate, and complete m

Perform general loan servicing tasks and provide support to overall loan operations functions, including on premises responsibilities. Review daily and periodic exception and action reports to identify items requiring attention and ensure seamless servicing of customer accounts. Mail various regulatory and other notices. Initiate daily mortgage wire transfers and process

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

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

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