United Community Bank

Call Center Representative

• Directly leads and supervises a team of Contact Center specialized support team members
• Responsible for monthly coaching, performance reviews, and team huddles
• Ensure compliance with regulatory requirements through ongoing review of procedures
• Work with all levels of management to ensure relevancy of training and delivery methods suitable to needs

Contact Center Training & Quality Control Team Lead

Administrative Assistant

• Provide day‑to‑day administrative support to assigned financial advisor.
• Manage calendars, schedule client appointments, and coordinate meetings (in‑person, phone, and virtual).
• Maintain organized electronic and physical files in accordance with record retention requirements.
• Assist with office workflow coordination and follow‑up on outstanding items.
• Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc.

Manager

• Manage larger commercial credits to ensure portfolio soundness, profitability, and growth.
• Provide credit and sales support to Commercial Lending.
• Analyze complex financial statements and prepare credit analysis packages.
• Serve as a secondary contact on client relationships.
• Identify cross-sell opportunities with new and existing clients.
• Assist in the loan process, including underwriting and closing.
• Prepare commitment letters and review loan documents.
• Assist lenders in their prospecting efforts.

Portfolio Manager

Director

• Responsible for identification, recommendation, implementation, and execution of various pricing related efforts for Bank assets and liabilities.
• Direct and lead pricing analytics to support appropriate risk-reward relationships while achieving key strategic objectives within Bank’s risk appetite and tolerance.
• Owner of pricing tools and related reporting.
• Identify and effectively communicate risks and opportunities using tools/reporting to promote profitable growth.
• Provide thought leadership on pricing strategy for balance sheet items including loans, deposits, and other borrowings over multiple forecast horizons and scenarios.
• Enhance enterprise-wide governance of pricing efforts through effective use of reporting, tools, and council/committee meetings.
• Identify, measure, monitor, and control the risks associated with current and potential balance sheet management efforts.
• Lead and develop team with a focus on continuous improvement of individuals and processes.
• Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training.

Director of Pricing Analytics

• Assists branch manager with overall operations in the Loan Support, Teller and CSR areas
• Cross-trained in order to assist by operating a Teller window during heavy customer periods or staffing shortages as well as filling in as a CSR
• Assists the Head Teller in compiling monthly reports on Teller Transactions and Teller Over and Short Reports and quarterly self-assessments
• Assists in interviewing consumer and small business loan applicants and complete loan application process as needed
• Stays abreast of all training including regulations as it applies to the lending and deposit areas as well as branch operations
• Generates new relationships/new accounts, actively cross selling bank products and services through outbound calling
• Updates and monitors sales activities using 360 View
• Maintains and stays abreast of security policies and procedures
• Assists with attaining internal performance objectives for branch sales, deposit & loan growth, and quality of audit reports
• Motivates, trains and coach employees to achieve branch goals
• Assists with work schedules, employee performance reviews and when required, disciplines subordinates
• Represents the financial institution to the community in activities which may include civic duties and outside business development calling

Assistant Branch Manager

Customer Support

• Completes requests including processing of check orders and account maintenance
• Supports and resolves complex debit card issues
• Provides exceptional customer service by creating a positive experience
• Interacts with customers and co-workers in a professional way
• May assist with mentoring teammates and creating training resource material
• Maintains thorough knowledge of all bank products & services

Customer Service Specialist

• Serve as the primary liaison for branch personnel regarding deposit applications, operations, risk reviews, and exception tracking.
• Maintain knowledge of deposit systems and operational procedures.
• Provide training, coaching, and support to reinforce safety and soundness.
• Conduct quarterly cash audits and monthly risk checkpoints.
• Review exception reports and develop plans to reduce exceptions.
• Review teller over/short reports and assist in resolution.
• Review cash items and collections.
• Communicate routinely with Regional Banking Managers, Branch Managers, and Presidents.
• Conduct routine branch visits (travel required).
• Complete Quality Control reviews.
• Facilitate regional branch meetings.
• Review checkpoint and audit results and execute remediation plans.
• Assist in developing SOP bulletins, manuals, and job aids.
• Partner with Training and other departments to optimize performance.
• Participate in M&A activities and branch opening/closing events.
• May be cross ‑ trained for support desk calls, workflows, or SharePoint checkpoints.
• Assist with annual budget development.
• Participate in all compliance training.
• Perform other duties as assigned.

Regional Support Specialist

• Player / Coach that leads a team supporting the closing and servicing of syndicated loans where UC is the Administrative Agent or Member/Participant.
• Review complex legal documents and commercial loan documents to ensure documentation accurately reflects the intentions of the credit approval, complies with bank policies and procedures, industry standards, and is operationally feasible to support.
• Resolve issues that may impede loan closing and use judgment to involve others when necessary.
• Execute loan closing, funding, booking, and servicing activities in the core loan systems, ensuring accuracy and data integrity.
• Process and assist with reconcilement of all activities related to syndicated loans, including advances, payments, rollovers, rate changes, fees and interest accruals.
• Responsible for ensuring loan boarding requests and/or loan maintenance requests are prepared, delivered and completed according to Bank, regulatory and investor guidelines and forward findings, reports, and documents to lender or specified loan assistant.
• Support reporting and operational tasks related to the syndicated loan portfolio.
• Act as a liaison between bank counsel, compliance, RM/LOA, credit, and other internal and external partners and stakeholders.
• Management oversight to include interviewing, hiring, coaching, and training of direct reports.

Syndication Services Manager

Operations

• Oversee the evaluation of non‑production functions within Community Bank Operations
• Serve as the primary point of contact for all quality control, risk, and audit-related activities within Community Bank Operations
• Coordinate documentation requests and ensure timely, accurate communication with auditors
• Track progress and communicate between parties to ensure understanding of requests and results
• Implement and monitor quality control processes across all areas of Community Bank Operations to ensure compliance with regulatory, audit, and internal standards
• Support Deposit Operations Manager to design, implement, and track performance metrics and quality assurance indicators for operational departments
• Develop, enhance, and maintain key control processes, including Key Risk Indicators (KRIs)
• Conduct periodic reviews of operational materials including bulletins, procedures, guidelines, training resources, and business continuity plans to ensure accuracy and regulatory alignment
• Collaborate with Community Bank Operations Department Managers quality assurance indicators, operational risks and implement controls for regulatory compliance and risk minimization
• Coach and mentor Deposit Operations Floater Team Leads to support their development and effectiveness as they grow in their support role for Community Bank Operations
• Identify and recommend process improvements and operational efficiencies
• Serve as a data custodian on behalf of Community Bank Operations Departments within the Data Governance program to ensure objectives of the program are met, collaborating with operational leadership to design and review data quality reports
• Serve as the designated Security & Safety contact for Community Bank Operations Departments, ensuring employees understand building security and workplace safety expectations
• Serve as a Risk Champion for Community Bank Operations Departments, maintaining regulatory compliance and risk minimization as well as maintaining key control processes, including Key Risk Indicators (KRIs)
• Escalate departmental concerns to the Deposit Operations Manager as needed
• Support special projects, including mergers, acquisitions, and other strategic initiatives

Deposit Operations Quality Control Manager

Accountant

• Controlling the daily company cash position ensuring sufficient funding.
• Approving daily wires, ACH’s and check payments.
• Ensuring investors are properly paid.
• Controlling administration of company bank accounts.
• Controlling payment fraud risk and supporting the company’s asset sales program.
• Preparing the accounting entries for above functions.
• Maintenance, analysis and reconciliation of multiple general ledger accounts.
• Preparation of certain accounting reports and analyses.

Treasury Accountant

Account Manager

• Responsible for the generation and management of a wide variety of businesses that have annual sales above $5 million
• Develop and manage commercial business relationships including making loans, obtaining deposit accounts, selling cash management services, and cross selling other bank services
• Provide guidance to credit analyst and/or portfolio managers and promote the bank within the community
• Manage and retain profitable client relationships
• Develop new business through active calling on clients and prospects
• Develop and maintain a strong COI’s network
• Use Vertical IQ, Business Browser, or other tools available to research and develop leads
• Manage individual production versus assigned goals
• Recommend structure, terms, and rate for loans being underwritten
• Manage loan closing process to include preparing term sheets and commitment letters as well as communicating with attorneys, appraisers, and related professionals
• Ensure adherence to company loan policies and procedures
• Evaluate risk to meet profitability standards
• Actively participate in community activities or events such as Chamber, Kiwanis, Rotary, etc.
• Perform quarterly check-ins along with an effective management plan consisting of goals for staff, if applicable

Commercial Relationship Manager

• Responsible for the generation and management of a wide variety of businesses that have annual sales above $5 million
• Develop and manage commercial business relationships including making loans, obtaining deposit accounts, selling cash management services, and cross selling other bank services
• Provide guidance to credit analyst and/or portfolio managers and promote the bank within the community
• Manage and retain profitable client relationships
• Develop new business through active calling on clients and prospects
• Develop and maintain a strong COI’s network
• Use Vertical IQ, Business Browser, or other tools available to research and develop leads
• Manage individual production versus assigned goals
• Recommend structure, terms, and rate for loans being underwritten
• Provide guidance to credit analysts
• Manage loan closing process to include preparing term sheets and commitment letters as well as communicating with attorneys, appraisers, and related professionals
• Ensure adherence to company loan policies and procedures
• Evaluate risk to meet profitability standards
• Actively participate in community activities or events such as Chamber, Kiwanis, Rotary, etc.
• Perform quarterly check-ins along with an effective management plan consisting of goals for staff, if applicable

Analytics Engineer

• Perform ongoing performance monitoring of BSA/AML systems, including alerts, scenarios, agents and customer risk rating models.
• Analyze alert volumes, disposition outcomes, conversion rates, and false-positive trends.
• Identify performance degradation, threshold issues, or emerging risk requiring tuning or escalation.
• Develop and maintain KPIs and metrics to demonstrate system effectiveness.
• Conduct testing of new or modified agents, alerts, thresholds, and risk rating changes.
• Support validation of vendor system updates, enhancements, and new services.
• Assist with model change impact analysis and pre-/post implementation reviews.
• Document testing methodologies, results, and approvals in accordance with governance standards.
• Use data analytics to identify trends, anomalies, and emerging typologies.
• Produce management and board-level reporting on BSA system performance and risk exposure.
• Create dashboards and automated reports to support ongoing monitoring.
• Respond to ad-hoc data requests from BSA, internal audit, and others.
• Support BSA/AML model governance programs, including periodic reviews and independent validations.
• Maintain clear documentation and audit trails that support regulatory examinations.
• Assist with examiner and auditor inquiries related to system performance and methodology.
• Ensure monitoring practices align with regulatory guidance, FFIEC expectations, and internal policies.
• Partner with various risk, compliance and data teams to resolve system or data issues.
• Participate in vendor meetings related to performance, enhancements, and roadmap planning.
• Provide analytical support for enterprise-level risk assessments and program enhancements.

BSA Data Analytics Specialist

• Design, construct, and manage client investment portfolios in line with clients’ financial goals.
• Execute trades and rebalance portfolios to maintain optimal asset allocation.
• Complete investment and client reviews annually or as required.
• Communicate with clients to understand their financial objectives and explain investment strategies and performance.
• Monitor investment performance of portfolios and adjust as necessary.
• Ensure compliance with the relevant regulations and company’s standards.
• Collaborate with the investment team and other internal partners to enhance the client experience.
• Monitor and analyze financial markets, trends, and economic indicators.
• Continually build a network of internal and external sources to acquire new client relationships.
• Stay informed on legal and regulatory changes affecting investment management.
• Drive business results and acquire new assets, both from existing client base and new client acquisition.
• Actively participate in community activities and events with purpose of visibility in the community and prospects.
• Performs other duties as assigned.

Senior Portfolio Manager, Wealth Management

• Provide sales and administrative assistance to Commercial Relationship Managers (CRM)
• Support new and renewed loan production by collecting, ordering, and tracking information required for accurate risk assessment and underwriting.
• Assist with preparation of written communication on behalf of the CRM to include commitment letters, term sheets, thank you notes, etc.
• Complete the Credit Lens Loan Worksheet, confirming agreement with final approval documents, to engage the Commercial Loan Closer.
• Assist CRM by monitoring reporting and identifying where action needs to be taken,
• Provide outstanding service and respond to requests from internal and external customers.
• Collect customer financial statements, as required by the loan agreement, in a timely manner and load to Credit Lens.
• Collaborate with CRM, Commercial Loan Closer, Underwriter, Doc Prep and/or outside counsel on loan closings; collect executed documents from CRM and submit.
• Facilitate ongoing disbursement requests including coordination with Construction Administration.

Contact Center Training & Quality Control Team Lead

Administrative Assistant

Portfolio Manager

Director of Pricing Analytics

Assistant Branch Manager

Customer Service Specialist

Regional Support Specialist

Syndication Services Manager

Deposit Operations Quality Control Manager

Treasury Accountant

Commercial Relationship Manager

Commercial Relationship Manager

BSA Data Analytics Specialist

Senior Portfolio Manager, Wealth Management

Commercial Loan Operations Assistant