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Build and maintain customer and referral relationships, prospect for new clients, identify financial needs, and sell appropriate investment solutions. The role manages customer relationships to increase client wallet share and generate cross-referrals within the bank. It also requires completion of BSA/AML and compliance training, maintaining or obtaining Series 7 and Series 66 licenses, and using contact management, database, presentation, and spreadsheet software.

Processes distribution transaction documents accurately and promptly, including IRA required minimum distributions, recharacterizations, conversions, and secondary distributions. Follows up with customers for missing documentation, performs document quality control, establishes payment transfers, and routes completed files for further processing. The role also requires compliance training, basic accounting knowledge including general ledger processing, Microsoft Office proficiency, organization, communication, multitasking, and attention to detail.

Administers and supports business applications across banking lines of business, including security groups, workflows, configurations, monitoring, troubleshooting, vendor coordination, documentation, testing, upgrades, and production support. Partners with business and information security teams to optimize application usage and implement approved changes. Provides technical support, participates in vendor user groups and training, assists with computer operations, and mentors Applications Administrator I staff.

Processes and images new and trailing deposit account documents, indexes records, identifies missing documentation, tracks exceptions, and verifies account-opening compliance with Customer Identification Program requirements. The role supports branch staff through phone, email, and ticket responses, maintains exception records, monitors product documentation criteria, and completes required BSA/AML and compliance training.

Reviews real estate appraisals and prepares in-house property evaluations to support safe, sound credit decisions. Assesses valuation methods, assumptions, conclusions, regulatory compliance, and bank policy adherence; communicates deficiencies to appraisers and tracks corrections. Manages appraisal systems, conducts exterior property inspections, documents findings with photographs, mails valuation reports, and completes regulatory and BSA/AML compliance training.

Manages commercial and consumer loan portfolios, including underwriting, loan presentations, annual reviews, renewals, increases, payment monitoring, borrower negotiations, and loan closings. Ensures approved terms are followed and portfolios align with client goals and risk tolerance. The role also requires compliance training, financial analysis, communication, and proficiency with Microsoft Word and Excel.

Lead business development efforts for retirement custody products by generating and managing a sales pipeline, targeting medium-to-large clients, delivering tailored presentations and pricing, training partners, attending industry events, ensuring compliance (BSA/AML), managing and developing a small sales team, and maintaining product and competitor knowledge.

Supports the bank's Operational Risk Management program by performing risk assessments, identifying control gaps, monitoring internal controls and loss events, maintaining the GRC platform, drafting policies, preparing reports for management, and coordinating with business lines, ERM, IT, Compliance, and Audit.

The Market President oversees branch operations, promotes bank products, manages staff, ensures compliance, and engages with the community. A key role in achieving market objectives and driving sales.

The Financial Consultant Investments builds client relationships to understand their needs, offers financial solutions, manages CRM activities, and ensures compliance with training.