Teams at Salem Five Bank

Provides investment advice and financial planning guidance to banking customers, focusing on investment, retirement, education, insurance, and related products. Manages prospect pipelines, conducts client reviews, monitors portfolios, develops new business, handles account servicing, and supports Wealth Consultants. Collaborates with banking and wealth management teams while maintaining compliance with FINRA, SEC, state regulations, and organizational policies.

The Commercial Lender is responsible for assessing creditworthiness, issuing loans for businesses, managing client relationships, and ensuring compliance with regulations while analyzing financial data.

The Senior Project Manager is responsible for planning, developing, and coordinating projects, managing budgets, and mitigating risks while ensuring stakeholder requirements are met.