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Manage daily retail banking operations, supervise and develop branch staff, maintain compliance and internal controls, support teller transactions, oversee staffing and scheduling, and deliver excellent customer service. Build customer relationships, generate new business, lead sales meetings, promote banking products, coordinate community activities, support audits, and ensure policies, security procedures, and regulatory requirements are followed.

The Financial Advisor will prospect for new clients, provide financial planning education, and assist with asset allocation and investment decisions for retirement plans.

The Operations Specialist processes transactions, ensures compliance, provides customer service, and supports workgroups while managing various operational tasks.

Support accounting and tax functions for custody accounts including cost accounting, monthly accruals and reconciliations, tax reporting for non-qualified and IRA accounts to meet IRS deadlines, assist with audits and OCC exams, respond to tax-related inquiries, and support process improvements and special projects.

Perform daily deposit and payment operations tasks (ACH, wires, debit card, bill pay, Zelle, RDC, Positive Pay, FedNow), handle customer inquiries, reconcile ancillary products, maintain core system entries, support retail backup and audits, and assist with process improvements and training to ensure regulatory compliance and operational continuity.

Process and maintain new client accounts, enter and submit transfer-in requests via CNBSoft, follow up with custodians to ensure fund transfers, answer customer calls about account setup, funds, and fees, and perform related administrative duties.