Teams at Community Bank

Manages a portfolio of commercial banking clients, develops relationships, and generates commercial loans, deposits, and other banking products. Supports center sales, service, budget, audit, lending policy, CRA compliance, retention, and growth objectives. Participates in community activities and manages personal sales efforts to meet goals while delivering strong customer service.

Provides client service and administrative support to Relationship Managers by preparing presentations and account documentation, maintaining records and databases, monitoring account activity, processing account openings, closings, checks, transfers, tax filings, and loan requests. Supports compliance, risk, AML, OFAC, fraud-prevention, and regulatory reviews. Coordinates with clients, internal teams, and service providers while managing client access, trust assets, insurance verification, reporting, and daily account administration.

Sells and cross-sells banking products and services to new and existing customers. Opens and maintains accounts, develops commercial relationships, identifies sales opportunities, makes referrals, conducts customer outreach, and supports retention and growth objectives. Ensures accurate account documentation, CIP information, and compliance with bank policies and applicable laws. Participates in sales meetings, training, community activities, and center-wide sales and service efforts.