Portfolio Manager - Specialty Bnkg

At Valley Bank, we believe in people's growth potential. We invest in it. We protect it. We focus it. For nearly 100 years, we've been the Bank that clients from every industry turn to for our expertise, strategies, and advice--building the kind of trust that can fuel every goal. We are the leading relationship bank built for growth--with over $60 billion in assets, 3,800 experts, and more than 200 consumer branches and commercial banking offices in communities across the US.At Valley, we're all driven by an ambition that goes deeper than just having a job. That's why when you work for us, we make it our goal to help you focus on what drives you--working to turn your passions and strengths into assets you can use to propel your ambitions and build the professional legacy you want. Because when we say we're a relationship bank built for growth, that's not just reserved for our clients--that includes all our associates as well.The Sales Assistant provides support to Relationship Managers by managing client materials, inquiries, pre-underwriting administrative activities and completing KYC activities.,Responsibilities Include But Are Not Limited ToMeets with customers to analyze financial needs and maximize sales opportunities. Offers all bank products and assists with other service needs for existing and prospective customers.Keeps abreast of current and changing state and federal regulatory requirements related to the cannabis business to ensure the program and customers remain in compliance, including State Risk Assessments.Develop and maintain new business sources.Assess client needs and provides advice and solutions to meet those needs., Communicates to support partners to ensure customer satisfaction.Participate in local, regional and national networking events and affiliated trade organizations to acquire new customers and make introductions to lending teams.Develop improved methods of operation that would enhance profitability, efficiency, business development, etc.Partner with AML to complete high risk periodic reviews on clients to perform due diligence, research, analyze the commercial account behavior and communicate with the client.Assist with customer problem resolution.Analyze, plan and complete special projects assigned by Management.,Required SkillsStrong working knowledge of cannabis banking regulations and requirements by state.Strong knowledge of Bank Secrecy Act, USA Patriot Act, OFAC and Suspicious Activity Reporting requirements and other anti-money laundering laws and regulations.Maintain current knowledge of the Bank's automated BSA, anti-money laundering, and OFAC compliance systems. Ability to provide guidance to the team members within the department regarding high-risk related AML issues.Strong knowledge of retail banking products and procedures, including onboarding procedures, cash management protocols and product sets.Excellent verbal and written communication skills.Excellent research and analytical skills.Strong service and relationship management abilities.Must have the confidence and ability to identify potential issues and solutions and work with management to resolve those issues.Excellent time management skills and ability to prioritize and organize assignments. Team oriented and able to work independently.Advanced skills in the use of Microsoft Word, Excel, Access, PowerPoint, Outlook and experience with on-line research systems including web-based tools.Ability to sell, negotiate and expand portfolio.Required ExperienceHigh School Diploma or GED.Minimum of 3 years of experience with emphasis on BSA/AML, fraud, loss prevention or other experience analyzing customer financial activity for unusual behavior.Preferred ExperienceBachelor's degree and knowledge of advanced issues in AML.ACAMS certification.