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Supports internal and external customers with deposit products, account requests, transaction processing, reconciliations, adjustments, online account opening, and customer inquiries. Maintains deposit-product parameters, follows banking policies and regulations, researches customer claims, and provides backup fraud-processing support. The role requires strong communication, organization, problem-solving, attention to detail, and proficiency with banking systems and Microsoft Office.

Performs accounting activities including general ledger and account reconciliations, journal entries, financial statement and budget preparation, fixed-asset tracking, management reporting, data analysis, and regulatory filings. The role requires a bachelor’s degree in Accounting or Finance, strong Microsoft Excel and analytical skills, attention to detail, communication abilities, and organizational effectiveness. Work is initially on-site within the Isabella Bank footprint, with potential hybrid flexibility after training.

Provide financial advice, develop new business, create and coordinate financial plans, manage investments, cross-sell bank products, represent the bank in the community, and mentor employees to expand financial planning services.

The Commercial Lender develops business by servicing existing loans and establishing new customer relationships, while participating in community activities.

Oversee and manage trust and investment portfolios in line with clients' Investment Policy Statements. Prepare presentations, perform investment analysis, rebalance portfolios, support client retention and business development, and present recommendations to the Investment Committee.