Teams at CBI Bank & Trust

Supports recruiting, candidate screening, interview scheduling, offer preparation, background checks, onboarding, benefits enrollment, personnel records, employee communications, offboarding, and workplace engagement initiatives. Maintains confidential HR information, coordinates employee materials and administrative requests, supports HR technology processes, and assists employees with various employment-related needs.

Provides comprehensive financial planning, investment guidance, wealth management, and relationship services to individuals, families, business owners, retirees, and trust clients. Develops tailored strategies covering retirement, estate planning, education, insurance, and cash flow; recommends approved investment solutions; coordinates with trust officers and professional advisors; manages client relationships; and develops new business through referrals, networking, community engagement, and cross-selling wealth management services.

Supports the investment team by serving existing clients, handling inquiries, scheduling reviews, processing paperwork and transactions, placing directed trades, and managing transfers. The role also assists with investment referrals, client events, retention, asset growth, compliance, and sales tracking. Strong customer service, communication, organization, financial-industry knowledge, and securities licensing are preferred.