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Provides investment advice and financial planning guidance to banking customers, focusing on investment, retirement, education, insurance, and related products. Manages prospect pipelines, conducts client reviews, monitors portfolios, develops new business, handles account servicing, and supports Wealth Consultants. Collaborates with banking and wealth management teams while maintaining compliance with FINRA, SEC, state regulations, and organizational policies.

The Commercial Lender is responsible for assessing creditworthiness, issuing loans for businesses, managing client relationships, and ensuring compliance with regulations while analyzing financial data.

The Senior Project Manager is responsible for planning, developing, and coordinating projects, managing budgets, and mitigating risks while ensuring stakeholder requirements are met.

The Learning Specialist develops and implements training solutions, manages projects, provides coaching, and ensures compliance with banking regulations while maintaining knowledge of products and services.

Manage a portfolio of commercial insurance accounts, handling policy processing, renewals, endorsements, billing, claims support, and customer service. Build client relationships, support sales and retention efforts, collaborate with underwriters and producers, maintain accurate account data, ensure regulatory compliance, and contribute to process improvements.

Provide front-line support and implementation for commercial Cash Management products, troubleshoot digital banking and technical issues, train customers on online banking/RDC platforms, prepare operational reports, assist product management and operations, identify cross-sell opportunities, and ensure regulatory compliance while delivering excellent customer service.

This role involves generating new business, managing an insurance renewal book, maintaining customer relationships, collaborating with banking partners, and ensuring accurate documentation of transactions.

The role involves producing new business in Commercial Lines Insurance, developing sales plans, ensuring customer service, and meeting sales goals.

Manage high-volume vendor invoices and payments for the bank and subsidiaries: review and code invoices, administer SAP Concur, process checks and ACH (liaise with Fiserv), set up vendors and W-9 handling, maintain filing and confidential records, manage 1099 reporting, resolve invoice inquiries, and prepare related reports and allocations.