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Supports instructional design and employee learning initiatives by developing training materials, presentations, facilitator guides, job aids, e-learning content, and other resources. Collaborates with Learning & Development professionals and subject-matter experts, researches adult learning practices, organizes learning content, and reviews materials for accuracy, accessibility, consistency, and organizational alignment. The internship provides exposure to banking-related training, mentorship, networking, and professional development.

Supports Financial Advisors by managing client communications, scheduling appointments, maintaining accurate records, coordinating client education events, processing service forms, assisting with sales initiatives and referrals, and addressing client service needs. The role also provides administrative support, coordinates advisor schedules, manages account information and reporting, liaises with carriers and investment companies, and supports marketing and operational requests. Strong organization, communication, Microsoft Office proficiency, and current financial services experience are required.

Prospects, solicits, quotes, and sells new middle-market commercial insurance accounts exceeding $35,000 in annual premiums. Designs coverage plans, evaluates risk exposures, develops client relationships, generates referrals, prepares proposals, and meets production and retention goals. Coordinates with account managers and carriers to ensure accurate placement, servicing, renewals, documentation, and compliance. Maintains sales activity in CRM and agency systems while educating clients on coverage, payments, loss control, and policy requirements.

Supports commercial lending operations by preparing credit advances and construction draws, organizing loan files, processing title insurance, resolving post-closing issues and loan exceptions, and assisting loan officers and customers. Prepares reports, memos, and correspondence; maintains exception logs; coordinates information across departments; responds to inquiries; and helps prevent fraud through daily risk awareness.

Reviews and verifies closed residential mortgage loan packages for accuracy, completeness, compliance, signatures, and investor requirements. Coordinates with settlement agents, loan officers, attorneys, and counterparties to resolve missing or incorrect documentation. Delivers packages to investors, prepares final recorded documents, assembles portfolio loans for servicing, tracks mortgage expiration dates, maintains records, and ensures files are ready for regulatory review while supporting fraud prevention.

Supports treasury services through account analysis, business proposals, customer implementations, product maintenance, reporting, audits, and customer support. Manages CDARS and ICS programs, processes account activity and refunds, assists sales and implementation teams, answers questions about banking services, monitors compliance documentation, and coordinates with internal departments and customers.

Supports treasury services through account analysis, business proposals, customer implementations, program operations, reporting, audits, refunds, and customer support. Manages CDARS and ICS accounts, assists with Remote Deposit Capture, Online Banking, ACH, and wire services, monitors documentation and CIP requirements, and coordinates with treasury services, sales, and other departments.

The Financial Advisor develops and manages employer-sponsored retirement plan business, particularly 401(k) plans, while advising plan sponsors and participants. Responsibilities include financial planning, investment and insurance product sales, client education, enrollment support, lead follow-up, relationship management, compliance documentation, community outreach, and sales performance reporting. The role requires collaboration with employers, HR leaders, bank departments, and business partners while maintaining FINRA and state insurance licensing.