My client, a highly regarded, well established consulting firm offering all forms of Compliance and Audit support to clients within the banking and financial services industries has opened 2 new positions in California and other markets. They presently seek highly skilled Regulatory/Retail Compliance individual(s) and/or Audit professionals who have considerable knowledge of the Alphabet regs. This person(s) MUST be detail oriented, as well as an autonomous individual who takes great pride in not only meeting client expectations, but exceeding them. The right individual(s) will possess a deep knowledge of regulatory compliance and/or internal audit functions. Possession of IT and/or commercial loan review experience are definitely plusses. Strong candidates will need to be self motivated and have the ability to work both independently or in a group. These persons will most likely be “in-charge” and lead the project s/he is assigned. Nurturing a direct client relationship, having the ability to communicate effectively while working with senior level management and representing the highest of professional standards are all essential to the success of anyone in this position. If you are this person please contact Rachel @ 678-267-2700 or forward your resume to Rachel@castlestreamrecruiting.com so I can tell you more!

Customer Loyalty and Retention Manager

Product Line Marketing and Acquisition Manager

VP level position, major global institution. Global strategic role to advise and give insight and analysis to Global Banking Senior Management. Candidate must have excellent analytical and communication skills. Must be able to drive tactics and stratagy for Global Banking in total and by region. CANDIDATE MUST HAVE 5 TO 7 YEARS OF DIRECT TRANSACTION BANKING EXPERIENCE WITH A MAJOR INSTITUTION.

If you are a Lender with Agricultural Lending experience and want to join a well-known and respected bank located in Southeastern Wisconsin, this is the opportunity for you! You will be responsible for managing an existing portfolio as well as building new business.

Manager, Online Strategy & Business (one year contract position) Reports to: Senior Manager, Online Business Is this you? Do you have a proven track record in customer centric marketing? Do you want to work with a leading and growth oriented organization in the financial services sector? Do you wake up every morning and think about how you can use your strategic ability to create a better customer experience? Do you want to work with a team of people who are passionate about the mission and who are some of the best and brightest in the sector? Do you start your sentences with ‘we’ and enjoy working cross functionally to achieve objectives. Would you like to travel while being based in either Falmouth, Maine or Mt. Laurel, New Jersey? If yes, please read on... Department Overview The Online Channel is one of TD Bank’s key distribution channels. The Online Channel has a global mandate and an enterprise-wide strategy for the online channels across TDBFG. The aim of the channel is to deliver an exceptional, seamless and effortless experience for customers and customers who manage their finances online. The Online Channel is accountable for the online strategy, customer experience and distribution of products and services across businesses. The Position The Manager, Online Strategy and Business will be accountable for supporting the work of the Online Channel Strategy and Planning team for TD Bank. The successful incumbent is responsible for assisting with the following: competitive and industry analysis, analyzing the needs of TD Bank businesses and customers, contributing to the management of the financial aspects of the online business, and partnering with TD Bank businesses and other Online Channel teams on projects and initiatives. The successful incumbent has a passion for the customer experience and the online environment combined with contributing to initiatives in alignment with business strategies for an integrated customer experience. Primary Responsibilities Reporting to the Senior Manager, TD Bank Online Business, the incumbent is responsible for: Partnering with business and online channel partners to assist in the creation of the online strategy and to translate business strategies that drive TD Bank business results and deliver on channel Key Performance Indicators (KPIs) In conjunction with business and internal partners, assist in the development and championing of the Online Channel business plan Completing business cases and/or benefits, in partnership with internal partners and the business Contributing to the prioritization of enterprise initiatives ensuring value to TD Bank Leadership team is clearly articulated Collaborating with senior leaders in the channel and elsewhere to provide management information measuring progress against strategic objectives for the business Provides analysis and reporting on industry and competitive trends as well as customer feedback (CEI/VOC etc) to help fuel channel strategy and to help prioritize tactical initiatives for TD Bank Completing competitive analysis and acting as a subject matter expert by sharing knowledge and educating internal partners and the business Ensuring risk and compliance issues are identified, mitigated and reported per policy / guidelines and ensure appropriate escalation processes are followed Supporting strategic and tactical recommendations as to how the Online Channel can enhance business results and help drive effectiveness, efficiency and profitability Analyzing channel metrics to identify opportunities and areas of inefficiency in order to maximize the effectiveness and use of online products and enhance/maximize the bottom line for TD Bank Participating in various projects, ensuring appropriate business and customer experience oversight Forging a close partnership with a number of internal and external partners, including all TD Bank Businesses, Marketing, Finance, Legal, Risk Management, Compliance and external vendors and suppliers

Responsibilities: Teller Operations Specialists are primarily responsible for driving day-to-day operational excellence and ensuring compliance requirements are met. Your duties will include, but are not limited to the following: Coach and train the teller team to process transactions accurately, efficiently in accordance with established policies and procedures. Create a positive team environment in the banking center by modeling appropriate behaviors. Assist teller associates by using in-depth policy and procedure knowledge to handle more complex transactions and issues. Maintain the highest level of customer service standards while consistently delighting our customers and exceeding expectations. Ensure banking center compliance is within federal regulations. Work closely and provide input to the Banking Center Manager and Assistant Manager to continually improve banking center performance. Create workforce stability by cultivating an engaged, spirited and well-coached team. Process transactions accurately and efficiently to build customer confidence and trust, based on established policies and procedures. May be required to work Saturdays and or extended hours as needed.

If you have Branch Management experience and want to join a well-known and respected community bank located near the Minnesota / Wisconsin border, this is the opportunity for you.

A Banking Center Manager I is responsible for leading a team of sales and service professionals to meet and exceed sales goals and service targets. You will be managing a small branch, typically ten or less associates, and could include a branch located within a grocery store. Your duties will include, but are not limited to: Conducting and approving quarterly and yearly performance evaluations of associates, plus developing and monitoring individual quarterly development plans for all direct reports. Generating sales leads through community outreach activities and developing business partners, while building internal relationships. Directly working with customers to build relationships, undercover and satisfy their needs through the sale of financial products and services, while running all aspects of an efficient and productive branch. Spending a majority of your time on the sales floor leading from the lobby, by greeting customers, directing them to the appropriate areas of the branch and ensuring that the customer's needs are met. Ensuring the audit/compliance procedures of the center are followed, while maintaining the highest level of customer service. Periodically communicating with upper management to review branch performance assessments and update staff on business developments. Supervising and coaching teams on the proper behaviors, sales techniques, service expectations and compliance guidelines, while modeling the same. Creating workforce stability by cultivating an engaged, enthusiastic, and well-coached team. Ensuring completion of regulatory compliance and training specific to sales and service responsibilities for you and your associates. Managing difficult situations with customers and providing clients with information, data, and advice.

A Banking Center Manager II is responsible for leading a team of sales and service professionals to meet and exceed sales goals and service targets. You will be managing a medium to large branch, or two or more smaller branches, typically ten or more associates, and could include a branch located within a grocery store. Your duties will include, but are not limited to: Conducting and approving quarterly and yearly performance evaluations of associates, plus developing and monitoring individual quarterly development plans for all direct reports. Generating sales leads through community outreach activities and developing business partners, while building internal relationships. Directly working with customers to build relationships, undercover and satisfy their needs through the sale of financial products and services, while running all aspects of an efficient and productive branch. Spending a majority of your time on the sales floor leading from the lobby, by greeting customers, directing them to the appropriate areas of the branch and ensuring that the customer's needs are met. Ensuring the audit/compliance procedures of the center are followed, while maintaining the highest level of customer service. Periodically communicating with upper management to review branch performance assessments and update staff on business developments. Supervising and coaching teams on the proper behaviors, sales techniques, service expectations and compliance guidelines, while modeling the same. Creating workforce stability by cultivating an engaged, enthusiastic, and well-coached team. Ensuring completion of regulatory compliance and training specific to sales and service responsibilities for you and your associates. Managing difficult situations with customers and providing clients with information, data and advice.

A Banking Center Manager I is responsible for leading a team of sales and service professionals to meet and exceed sales goals and service targets. You will be managing a small branch, typically ten or less associates, and could include a branch located within a grocery store. Your duties will include, but are not limited to: Conducting and approving quarterly and yearly performance evaluations of associates, plus developing and monitoring individual quarterly development plans for all direct reports. Generating sales leads through community outreach activities and developing business partners, while building internal relationships. Directly working with customers to build relationships, undercover and satisfy their needs through the sale of financial products and services, while running all aspects of an efficient and productive branch. Spending a majority of your time on the sales floor leading from the lobby, by greeting customers, directing them to the appropriate areas of the branch and ensuring that the customer's needs are met. Ensuring the audit/compliance procedures of the center are followed, while maintaining the highest level of customer service. Periodically communicating with upper management to review branch performance assessments and update staff on business developments. Supervising and coaching teams on the proper behaviors, sales techniques, service expectations and compliance guidelines, while modeling the same. Creating workforce stability by cultivating an engaged, enthusiastic, and well-coached team. Ensuring completion of regulatory compliance and training specific to sales and service responsibilities for you and your associates. Managing difficult situations with customers and providing clients with information, data, and advice.

The Personal Banker works in the branch and is responsible for generating business and deepening relationships by selling products and services to potential and existing customers. Responsibilities include achieving aggressive sales goals and providing high quality customer service. Your duties will include, but are not limited to the following: Selling financial products (e.g. Credit Cards, CD's IRA's, Loans). Opening deposit accounts and taking loan applications. Responding to customer inquiries and concerns and creating positive solutions. Recognizing and referring cross-sell opportunities. Performing daily/weekly sales reporting. Interviewing and processing consumer loan/credit line requests for customers, and obtaining referrals from loan customers. Quoting rates, terms and programs for loan customer requests. Supporting other sales associates as needed.