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Provide financial advice and planning to clients, assist branch managers and advisors with account setup and transactions, monitor investments, support prospecting and client retention activities, maintain records and compliance, pursue licenses and continuing education, and deliver high-quality customer service.

Source and manage commercial banking relationships by meeting loan and non-interest income goals, structuring and underwriting loans, maintaining pipelines, cross-selling products, providing superior customer service, and representing the bank in the community.

Support Branch Manager and Financial Advisors by processing account paperwork, maintaining client files, handling routine transactions and customer inquiries, coordinating prospecting and client retention activities, performing clerical duties, ensuring regulatory compliance, maintaining required licenses and continuing education, and occasionally traveling overnight.

Source and solicit commercial banking products (loans, deposits, Treasury Services) for relationships typically $1M and less. Manage pipelines, meet loan and non-interest income targets, structure loans per credit policy, collaborate with credit staff, cross-sell bank services, represent the bank in the community, and complete assigned training.

Source and solicit commercial banking products (typically loans ≤ $1M), meet loan and non-interest income goals, maintain prospect pipeline, structure loans per credit policy, collaborate with credit staff, cross-sell Treasury, Wealth, Mortgage, represent the bank in the community, and complete assigned training.

Provide application support to end users: record, track, and resolve software issues across servers and databases; communicate with stakeholders; test fixes; maintain applications; develop training and knowledge-base content; assist testing of new/potential applications; use diagnostic utilities and perform technical conversion/interface tasks as assigned.

Support Branch Manager and Financial Advisors with account setup, paperwork submission, customer service, and administrative tasks. Handle routine transactions, maintain records, assist with prospecting and client retention activities, complete required continuing education, and ensure regulatory compliance.

Source and solicit commercial banking products, achieve loan and non-interest income goals, manage and expand client relationships, structure loans per credit policy, collaborate with credit teams, cross-sell bank services, and represent the bank in the community.

Source and solicit commercial banking products, achieve loan and non-interest income goals, manage and grow client relationships, structure loans per credit policy, collaborate with credit and product partners, and represent the bank in the community.