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Provides phone, email, and virtual appointment support to internal and external treasury clients. Resolves technical and product-functionality issues, conducts training assessments, addresses confidential matters, and ensures client requests are satisfied. Identifies additional treasury service needs and communicates follow-up information to Treasury Management Officers. Requires strong communication, listening, critical-thinking, multitasking, and customer-service skills in a fast-paced onsite banking environment.

Supervise teller and CSR operations, ensuring compliance with internal controls, audits, cash handling, account servicing, and risk procedures. Train and coach operational staff, monitor reports and security systems, support hiring, review business account activity, and provide backup customer service and branch security coverage. Maintain exceptional customer service while managing deadlines, confidential matters, and daily branch operations.

Manages discretionary trust portfolios, executes securities trades, conducts investment research and client reporting, reviews investment compliance, monitors portfolio objectives, performs asset allocation modeling, and recommends or assists with portfolio rebalancing.

The Deposit Operations Associate answers customer calls, processes bank items, maintains accounts, and completes special projects, ensuring customer service excellence.

The Personal Lines Account Manager services a book of business, handling renewals, new business, policy changes, and accounting discrepancies while maintaining client relations.

The Commercial Lender I is responsible for managing a loan portfolio, analyzing complex financial data, promoting banking services, and ensuring compliance with regulations while providing excellent customer service.

Responsible for assisting Account Managers in processing new business, renewals, endorsements, and audits in an accurate and timely manner.

The Commercial Lines Account Manager is responsible for managing a book of business, including account renewals, submissions, and client relations while ensuring accuracy and timeliness in all tasks.

The Employee Benefits Producer role involves driving new business through workplace benefit sales, managing client relationships, and overseeing documentation for employee benefits products.

The Commercial Lines Account Manager is responsible for managing a book of business, analyzing customer insurance needs, executing contracts, and ensuring accuracy in account management and renewals.