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Provides financial planning and investment advice, manages client accounts and outcomes, develops referral networks, generates new business, cross-sells bank products, coordinates with professional advisers, and mentors bank employees. Requires a bachelor’s degree, CFP or similar designation, at least five years in financial services, three years of sales experience, and preferably Series 7 and 66 licenses.

Develops commercial lending business by deepening existing customer relationships, acquiring new customers, participating in community activities, collecting financial information, evaluating loan decisions within lending limits, collaborating on larger credits, and supporting loan closings. The role also promotes the bank’s broader products and services across all lines of business.

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.

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.