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Assist clients with financial advice on investment products, manage a book of business, generate sales leads, and conduct client meetings. Responsible for compliance and training obligations.

The Investment Executive provides financial advice to clients about various investment options, manages a portfolio, and generates new business leads.

Sell and cross-sell business banking products, evaluate commercial credit and risks, prepare loan documentation and commitment letters, manage a loan portfolio, ensure regulatory compliance (BSA/AML), and maintain client relationships with frequent travel.

Review and maintain IRA and deposit account documentation, process account maintenance and wires, monitor IOLTA interest payments, perform legal and Reg CC research, and support BSA/AML monitoring and compliance.