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Serve as a primary client contact delivering banking services, resolving inquiries, processing transactions and new accounts, ensuring compliance with federal regulations, promoting firm products, supporting office operations, and referring clients to specialty teams.

Manage and grow a portfolio of business and individual clients by delivering high-touch service, soliciting new relationships, cross-selling deposit, loan, and investment products, analyzing creditworthiness, approving loans within authority, ensuring regulatory compliance, and referring clients to specialty areas. Maintain product knowledge, meet KPIs, participate in training, and may require mortgage (NMLS) and/or FINRA licensing.

Manage and grow a portfolio of business and individual clients by providing banking, lending, deposit and basic investment services. Analyze creditworthiness, approve loans within authority, cross-sell products, ensure regulatory compliance, and proactively solicit new relationships while collaborating with specialty teams (Trust, Investments, Treasury).

Provide high-quality, client-facing banking service and operational support in a branch. Handle transactions, account openings, compliance with federal regulations, resolve client inquiries, process account maintenance, and refer clients to specialty teams. Support office leader and ensure operational excellence and risk mitigation.

The Pricing Analytics Analyst supports pricing governance, conducts financial analyses, manages profitability models, and collaborates with senior management on financial stability.

Support Financial Advisors by processing and closing loans, opening and servicing deposit accounts, monitoring portfolio risk, ensuring data accuracy and compliance, resolving client inquiries, coordinating with credit analysts and advisors, and referring clients to specialty services to deliver accurate, timely, and compliant client service.

Designs, develops, maintains and supports enterprise data and application solutions. Builds data structures, ETL pipelines and data warehouses, performs unit testing and production support, troubleshoots multi-tier environments, collaborates with stakeholders, mentors junior staff, and ensures solutions follow SDLC and architectural standards.

Performs day-to-day operational tasks for charge-off accounts and collections, including logging, batching, keying transactions, and balancing general ledger accounts. Processes client account initiations, maintenance, and terminations, responds to collections business partner and client inquiries, and follows established policies and risk controls.

Support Financial Advisors by developing comprehensive financial plans and client materials including portfolio allocation, tax and retirement projections, cash flow, estate and education planning, LTIP and cost-basis analyses. Communicate with clients, perform research on tax and market issues, prepare tax returns and filings, execute trades or serve as backup trader, and ensure documentation, compliance, and timely delivery of plans.

Lead and manage all office operations, team development, client relationships, and profitability. Drive growth, ensure service standards and regulatory compliance, oversee lending and credit quality, and support cross-functional referrals. Recruit, retain, and coach staff to meet KPIs and customer satisfaction targets while maintaining a safe, compliant work environment.