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Lead and oversee income processing for wealth/trust accounts, supervise staff, manage settlement and free-movement activities, handle special assets, ensure compliance and audit readiness, reduce operational and reputational risk, implement defect-free conversions/enhancements, and coach team members.

Provide operational and compliance support for CD and IRA accounts using the CORE Billing Application. Process redemptions, withdrawals, and account maintenance; research issues and prepare adjustments; respond to internal and external inquiries by phone/email; meet accuracy and timeliness metrics; serve as backup for teammates and deliver high-quality customer service.

Perform daily, weekly, and monthly reconciliations for multiple banking product lines and general ledger accounts. Research and resolve aged items and discrepancies to limit financial exposure, ensure procedural compliance, and support process improvements. Participate in reviews and perform other assigned duties.

The Equipment Finance Sales Officer is responsible for soliciting companies for equipment finance and leasing opportunities, managing customer relationships, coordinating with product partners, and ensuring compliance with bank policies while engaging in community business functions.

The Private Client Advisor Associate supports Private Client Advisors in delivering wealth management services, handles client interactions, and assists in various administrative tasks.

Prepare and present revenue analysis to senior management, manage fee setup and reporting for Wealth Management, support administrators, drive process improvements, resolve issues, and work on special projects.