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As a Risk Advisor - Personal Lines, you will assist clients in identifying insurance needs, recommend coverage options, and manage client communications. Responsibilities include developing leads, updating referral sources, tailoring strategies, reviewing policies for accuracy, and coordinating with carriers.

The Benefits Consultant is responsible for generating sales by analyzing client needs and presenting group health and life insurance solutions, maintaining client relationships, and managing team members.

The Benefits Consultant role involves generating sales through needs-based analysis, maintaining client relationships, and overseeing team members while providing client service and managing proposals and referrals.

Serve as a trusted advisor for complex commercial accounts, collaborating with producers, carriers, and internal teams to deliver tailored commercial insurance solutions, ensure accuracy, responsiveness, and regulatory compliance, and strengthen long-term client relationships.

Greet and direct members, operate the main telephone switchboard, handle basic typing and copying tasks, assist branch/department staff with daily duties, and adhere to federal banking regulations including AML/BSA.

The Treasury Management Advisor is responsible for driving treasury services revenue, supporting sales processes, assessing cash management needs, and ensuring member satisfaction through strategic treasury solutions.

Lead development and execution of proactive recruiting and employer branding strategies, build talent pipelines and campus relationships, manage internship and onboarding programs, ensure compliance with employment and regulatory laws, partner with leadership and marketing to meet workforce needs.

Lead design, delivery, and evaluation of training and professional development programs. Partner with senior leaders and subject-matter experts, manage L&D team, create career development plans, ensure compliance (including AML/BSA), coordinate with enterprise teams, and support M&A-related technical training.

Lead operational strategy and daily operations for Towne Benefits, overseeing administrative, enrollment, technology, compliance, HR, and vendor teams. Drive process improvement, risk mitigation, system implementations, vendor governance, cost savings, and executive partnership to support growth and regulatory compliance while developing leadership and high-performance teams.

Support ASC 740 tax provision and manage federal and state income/franchise tax compliance for a multi-state financial institution. Prepare and review returns, deferred tax inventory, SEC reporting, fixed asset depreciation, and audit responses. Research tax issues, recommend process improvements, maintain tax records and calendar, and provide analytical support to business units while ensuring compliance with internal controls, AML/BSA, and changing US tax laws.