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Processes and balances deposit account transactions, exception items, debit card fraud claims, mobile deposit corrections, CD/IRA activity, repurchase accounts, and regulatory monitoring. Reviews reports, resolves account issues, supports audits and year-end processing, manages documentation and customer notifications, and escalates discrepancies. The role also develops Foxtrot scripts, prepares reports, supports system conversions, and ensures compliance with banking regulations, including Reg E, Reg D, BSA, and privacy requirements.

Supports Commercial Services Relationship Managers by maintaining client accounts, preparing business account documentation, processing service requests, resolving customer and operational issues, and identifying expansion opportunities. Coordinates with Credit, Operations, Support, Treasury Management, Product Management, Retail, and Service teams. Maintains customer records in Salesforce, reviews account pricing and fees, processes reports and account requests, and ensures regulatory compliance, including the Bank Secrecy Act.

Originates and sells residential mortgage loans by developing referral relationships, analyzing borrower income/assets/liabilities, advising on appropriate mortgage products, guiding applicants through underwriting, achieving production targets, cross-selling bank products, maintaining regulatory compliance, and supporting community and bank events. Role includes occasional travel and may require office presence.

Originate and sell residential mortgage loans by developing referral relationships, analyzing applicants' financial profiles, guiding borrowers to qualify, meeting production targets, cross-selling bank products, and maintaining regulatory compliance. Role may require occasional travel and in-office collaboration.

Develop referral relationships and originate family residential mortgage loans by analyzing borrowers' income, assets, and liabilities, advising on appropriate mortgage products, securing documentation for underwriting, helping applicants qualify, meeting production targets, cross-selling bank products, and maintaining regulatory compliance.

Originates residential mortgage loans by building referral relationships, analyzing applicants' financial profiles, recommending appropriate mortgage products, collecting documentation, and guiding borrowers through qualification and underwriting. Meets production targets, cross-sells bank products, ensures regulatory compliance, and supports community and bank events.

Acquire, retain, and grow small business clients through outside sales, networking, and community engagement. Build pipelines, open and manage accounts, analyze financials and credit, originate loans, ensure underwriting and documentation accuracy, manage portfolio risk and delinquencies, track activity in CRM, ensure regulatory compliance (BSA), and collaborate with internal partners.

The Wealth Advisor offers investment advice and recommendations to clients, develops client relationships, and markets financial planning and investment services. The role requires adherence to compliance standards and may involve occasional travel.