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Manage and retain a portfolio of investment, IRA, endowment, and custody clients. Serve as the primary client contact, conduct account reviews, oversee investment allocations, administer accounts under fiduciary standards, resolve concerns, and identify relationship-deepening opportunities. Support senior advisors, collaborate with internal teams, participate in business development, and represent the bank through community involvement.

The Compliance Manager oversees bank compliance testing, monitoring, regulatory reviews, risk assessments, issue remediation, policy analysis, reporting, and regulatory consulting. The role serves as a subject matter expert for assigned compliance programs, supports enterprise compliance governance, manages regulatory relationships, and may supervise compliance staff. Responsibilities include interpreting banking regulations, developing risk-based testing strategies, tracking corrective actions, reporting findings to leadership, and improving compliance controls and processes.

Develops, executes, tracks, and optimizes digital marketing campaigns across web, SEO/SEM, social media, email, display advertising, and mobile banking channels. Maintains websites, landing pages, user funnels, online reputation, social media, and business listings. Collaborates with marketing, creative, branch, and internal teams on campaigns, brand initiatives, digital platform enhancements, and product launches.

Sells treasury management products and develops commercial deposit relationships with new and existing banking customers. Coordinates with commercial lenders, identifies customer needs, supports cross-selling, resolves treasury-related issues, and assists sales staff with complex business presentations. The role requires business development, financial analysis, relationship management, problem-solving, and travel as needed.