Teams at Centennial Bank

Lead business development efforts for retirement custody products by generating and managing a sales pipeline, targeting medium-to-large clients, delivering tailored presentations and pricing, training partners, attending industry events, ensuring compliance (BSA/AML), managing and developing a small sales team, and maintaining product and competitor knowledge.

Process new client accounts and incoming transfer paperwork, enter IRA and non-qualified account data into finance systems, verify client identities per regulations, communicate with brokers/clients, perform follow-up and quality control, and complete required BSA/AML and compliance training.

Support Mortgage Marketing Manager with asset management, marketing ticket coordination, promotional ordering, expense tracking, social media support, compliance paperwork, creation and distribution of marketing materials, and vendor/stakeholder communication. Complete assigned compliance training and assist with market and digital marketing data.