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Manage a portfolio of professional accounts, develop banking relationships, analyze financial needs, approve loans, and ensure compliance. Build referral networks and engage in community networking for business development.

The Mortgage Advisor provides lending services, promotes mortgage products, develops loan referrals, and assists in the loan application process while building relationships within the real estate community.

Conducts financial analysis, forecasts financial performance, creates complex financial models, and communicates findings to management and auditors.

The Resolution Planning Analyst supports RRP development and management, collaborates with departments, develops processes, and prepares financial reports while ensuring compliance with regulations.

Financial Advisors provide investment consultation to clients, assisting them in meeting financial goals by recommending appropriate investments based on risk tolerance and strategy. They stay updated on market trends and collaborate with other bank officers to enhance client services.

Prepare and research daily and monthly bank account reconciliations across multiple account types, resolve exceptions to meet SLAs, post nonmonetary transactions, escalate and train others, maintain documentation, and recommend process improvements while following risk and compliance policies.