Teams at Ressler Consulting

Provides investment and financial planning advice to personal and commercial clients. Recommends and manages investments, insurance, annuities, retirement, savings, tax, and estate-planning solutions. Builds and retains client relationships, develops referral partnerships, supports business growth, coordinates with external advisors, and ensures transactions and advisory activities comply with applicable regulations.

Lead treasury management activities for a community bank by partnering with commercial lenders and clients to assess cash management needs, recommend solutions, and support treasury opportunities. Oversee onboarding and maintenance of ACH, wire, remote deposit, positive pay, and digital banking services. Coordinate compliant implementations with operations and technology teams, assist with proposals and pricing, and educate internal teams on treasury products and best practices.

Develop commercial lending business by sourcing customers, analyzing credit and financial information, underwriting and structuring loans, closing transactions, and servicing an existing commercial loan portfolio. The role also involves managing problem credits, maintaining regulatory compliance, cross-selling bank services, participating in community affairs, and collaborating effectively while meeting deadlines.