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Provide member-facing banking services including opening and maintaining accounts, processing monetary transactions, promoting bank products, handling teller duties, and ensuring compliance with AML/BSA rules while delivering excellent customer service in person, by phone, and by email.

Provides investment advice, recommends suitable products based on client goals, executes buy and sell orders, maintains client communication, processes deposits, completes continuing education, and follows broker-dealer, AML, BSA, and federal compliance requirements.

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.

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 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.

Manage commercial insurance client accounts—ensure policies are bound and billed timely, assist with new and renewal accounts, maintain client records, handle endorsements/audits/cancellations/claims, collect payments, and maintain an active P&C license through continuing education.

Own full lifecycle recruitment for insurance roles: source, screen, interview, coordinate offers and onboarding, partner with hiring managers, attend career events, maintain pipelines, enter hires into UKG, ensure regulatory compliance (AML/BSA), and support HR initiatives.