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Manage and grow a portfolio of business and individual clients: evaluate credit, approve loans within authority, offer deposit and investment solutions, cross-sell products, solicit new relationships, ensure regulatory compliance, and coordinate referrals to specialty teams.

Provide client-facing branch banking: process transactions, open and maintain accounts, ensure regulatory compliance, resolve inquiries, perform operational tasks (wires, check cashing, ATM, notary), support office leader, and refer clients to specialists.

Support Financial Advisors by preparing and processing loans, opening and servicing deposit accounts, monitoring portfolio risk, resolving exceptions, ensuring regulatory compliance, and delivering high-quality client service while coordinating with internal teams and specialty areas.

Manage and grow a portfolio of business and individual clients by delivering high-touch service, underwriting and approving loans within limits, cross-selling deposit and investment products, soliciting new business, and referring specialized services (Trust, Investments, Insurance, Treasury). Ensure compliance with banking regulations, maintain credit quality, and participate in training and team support.

Provide administrative and operational support to senior management: manage calendars, schedule meetings, coordinate travel, process expenses and invoices, prepare correspondence/reports/presentations, take meeting minutes, manage confidential information, maintain office supplies and budgets, support events and projects, and serve as a front-line contact for internal and external inquiries.

Originate and manage mortgage loan applications, pre-qualify prospects, work with underwriting and operations to ensure compliant, timely closings, maintain regulatory and product knowledge, provide high-quality client service and cross-sell bank products.

The role involves overseeing investment accounting, trade settlement, portfolio data integrity, and cross-functional reporting within Treasury and Accounting. It requires experience in investments and financial data management.

The Mortgage Advisor provides lending services, promotes mortgage products, generates loan referrals, and executes the loan application process. They also network with real estate professionals and maintain compliance with lending regulations.

Provide front-line banking service and operational support: handle transactions, open and maintain accounts, ensure regulatory compliance, resolve client inquiries, perform office capture duties, refer clients to specialty services, and support the Office Leader to deliver exceptional client experiences.

Provide front-line client service and transactional support across multiple branch offices, open and maintain accounts, ensure regulatory compliance, resolve client inquiries, refer clients to specialty teams, and support office operations while minimizing hand-offs and managing operational risk.