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The VP/Senior Wealth Advisor manages wealth management services, develops client relationships, conducts financial planning and ensures compliance, with a focus on business growth and teamwork.

Produce routine and ad hoc credit risk reports and analytics for senior management and regulators. Validate and integrate data, maintain operational and reference data integrity, develop reports and data-quality processes using Cognos and Power BI, and serve as LOB liaison on reporting, metadata standards, and special projects.

Manage delivery of wealth management services, focusing on business development, financial planning, and maintaining client relationships. Collaborate with internal teams and external advisors, ensuring compliance and high-quality client service.

Handle daily operational, financial, and relationship management for HSAs, deposit network, and fintech accounts. Process transactions, reconciliations, ACHs/wires, trades, account setups, month-end tasks, audits, reporting, implementations, and customer inquiries while ensuring accuracy and SLA compliance.

The Account Manager will manage client accounts, maintain policy data, respond to inquiries, prepare proposals, and ensure customer satisfaction.

The position supports agency account managers by processing and documenting insurance policies, maintaining client activity, and ensuring compliance with procedures.

Handle basic card payment functions including ordering and maintaining debit cards, preparing ATM/POS dispute documentation, monitoring transactions for fraud, coordinating with customer service and security, processing recoveries, and following bank policies and procedures while providing prompt customer assistance.

The Personal Insurance Advisor drives agency growth through new sales and client relationship management, focusing on property, casualty, and benefits insurance.

The Commercial Lines Account Manager prepares proposals, manages client interactions, processes transactions, and ensures accurate policy information, while maintaining relationships with insurers and clients.

Assist account managers by processing and documenting policy information in Epic, maintaining client activities, and communicating with insurance carriers.