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Advise clients on investments, retirement, and insurance; collect and analyze financial information; manage and deepen client relationships; prospect and generate leads; coach bank partners; coordinate with brokerage and sales managers; track sales activity and maintain compliance with regulatory changes.

The Relationship Manager II manages a portfolio of middle market banking clients, develops new business, and provides financial solutions while ensuring compliance and risk management.

The Credit Analyst conducts credit investigations, analyzes financial statements, prepares reports, and assesses borrowers' credit-worthiness to inform lending decisions.