Reviews account openings, maintenance activities, and supporting documentation for accuracy, compliance, and quality standards. Monitors exceptions, interprets legal documents, supports branch operations, and participates in audits, examinations, and third-party reviews. Maintains awareness of regulatory and information-security requirements while providing customer service and developing knowledge of bank products. Requires a high school diploma or GED, with one year of experience preferred, plus a valid driver's license and willingness to travel to outlying branches.

Acquire and advise clients on financial planning and investment strategies, grow assets and referral networks, ensure regulatory compliance, manage and develop staff, and represent the bank in the community.