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Support multi-asset portfolio implementation, trading, rebalancing, and cash flow activities. Conduct investment due diligence, model and system updates, performance and risk analysis, compliance monitoring, and process improvements using trading and portfolio systems.

Process teller transactions (deposits, withdrawals, check cashing, loan payments), operate and balance a teller drawer, identify fraud and cross-sell opportunities, follow bank and regulatory policies, assist with branch opening/closing and community events as needed.

Lead development and execution of WLF's strategic plan through market research, data analysis, initiative and product management, cross-functional collaboration, KPI creation, and regular reporting to executive leadership to drive growth and process improvements.

Serve customers by building relationships, identifying financial needs, recommending products, operating a teller drawer, opening and maintaining accounts, assisting with digital products, detecting fraud, and supporting branch operations and community events.

Build and retain customer relationships at a branch by identifying financial needs, recommending products/services, opening and maintaining accounts, operating a teller drawer, assisting with digital products, recognizing fraud risk, and supporting community and branch events. Collaborate with specialists for mortgage and wealth needs.

Develop and grow a commercial real estate loan portfolio by originating new business, underwriting and presenting credit memos, managing relationships and loan syndications, networking referral sources, overseeing portfolio reviews, and mentoring junior lenders to drive revenue, fee income, deposits, and cross-sell opportunities.