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The Relationship Administrative Specialist is responsible for assisting Loan Officers with administrative duties including preparing documents for loan processes, compiling reports to monitor loans, coordinating customer requests, and ensuring compliance with bank policies. Strong organizational and communication skills are essential for providing quality service to customers and maintaining accurate records.

As a Financial Advisor II, you will help clients develop comprehensive financial plans and provide advice on investments, retirement, and education funding. The role involves building relationships, analyzing financial data, and collaborating with legal and tax professionals to meet client goals. You will actively develop new business and manage existing client relationships.

The Investments Sales Manager will lead and manage a sales team, focusing on maximizing sales performance and driving revenue growth. Responsibilities include building client relationships, monitoring market trends, presenting sales reports, and achieving sales targets while upholding integrity and excellence.