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The Business Development Manager will drive agency revenue through new customer acquisition and cross-selling insurance products, while establishing relationships with banking partners and clients.

Perform bank operations tasks including processing monetary and non-monetary transactions, account maintenance, reconciliations, exception resolution, and customer support. Maintain compliance with laws, policies, and internal controls, assist with training and reporting, and uphold service level standards in a fast-paced environment.

Provide administrative and trust-accounting support for wealth management: process correspondence, fees, tax payments, account openings/closings, daily balancing, report generation, and customer service. Maintain logs, upload tax files to authorities, perform vault inventories, and assist across department rotations.

The Territory Sales Manager leads a business development team in investment and insurance sales, ensuring production goals are achieved while coaching and training team members.

Lead process governance and first-line compliance for commercial lending. Develop and maintain procedures, support compliance monitoring, implement regulatory and audit-driven changes, coordinate remediation, and align system workflows (nCino) with policy and controls across intake, closing, and servicing.