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Manages complex middle-market and high-impact business accounts, providing customer service, insurance coverage analysis, renewals, proposals, policy changes, and coverage recommendations. Acts as a liaison between customers and carriers, identifies coverage gaps, resolves account concerns, maintains accurate documentation, and supports new business and retention activities. Requires insurance licensing or the ability to obtain it, strong communication and analytical skills, proficiency with Microsoft Office and agency systems, and regional travel as needed.

Prepare and review complex retirement plan compliance tests, year-end packages, government filings, and regulatory forms including Forms 5500, 5330, and 8955-SSA. Reconcile plan assets, calculate contributions and corrective earnings, prepare plan documents, research compliance issues, support audits, and mentor team members. The role requires advanced retirement plan knowledge, accurate regulatory reporting, independent work, and collaboration across departments.

Maintains records and reports required under the Bank Secrecy Act and supports the bank-wide BSA/AML Compliance and Information Security programs. Responsibilities include completing compliance paperwork, reviewing OFAC reports, maintaining databases and logs, retrieving investigation records, communicating with branches, and assisting with information security surveys and risk assessments.

Processes and verifies domestic and international wire and ACH transactions, establishes ACH originators, resolves escalated issues, supports customers and staff, and ensures compliance with banking regulations, internal controls, and fraud mitigation protocols. The role also assists with reporting, procedure updates, employee training, and Treasury-related activities.

Manages consumer and equity loan closing and funding operations, including scheduling closings, preparing and reviewing loan documents, coordinating disbursements, tracking missing documentation, performing quality-control reviews, maintaining accurate loan files, and responding to internal and external customer inquiries. Ensures compliance with product-specific legal, regulatory, timing, and documentation requirements while maintaining service-level expectations.

Reconciles assigned general ledger accounts, researches and resolves discrepancies, supports process improvements, helps allocate workloads, cross-trains team members, and provides quality assurance support. The role develops reconciliation procedures, responds to internal inquiries, and ensures compliance with established processes while working semi-independently under supervisory guidance.

Twelve-month rotational development program preparing associates for mid-level banking roles. Participants receive classroom instruction and hands-on experience across branches, credit, business and consumer lending, collections, operations, call center, risk, compliance, and related departments. Responsibilities include performing assigned banking duties, learning departmental procedures, building professional skills, and accepting assignments throughout the bank’s geographic footprint.

Interview and profile customers to determine investment and insurance needs, recommend products and referrals, monitor client investments, develop business plans, and cultivate branch relationships to drive sales and referrals.

Originate residential mortgage and home equity loans, develop and execute sales plans, build referral networks, advise clients on products, coordinate documentation through closing, and meet sales goals while ensuring regulatory compliance.

Interview and profile customers to determine investment and insurance needs; recommend products and make referrals; monitor client investment performance; develop and execute business plans to meet sales goals; cultivate relationships with branch staff; maintain compliance and required securities and insurance licensing.