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The Wealth Advisor analyzes clients' investment goals and risk tolerances to provide tailored investment advice and maintain compliance with regulations.

The Insurance Account Executive secures new clients, provides ongoing customer service, and conducts market analyses for annual product renewals while managing financial reporting and compliance.

The Wealth Advisor analyzes clients' investment goals, provides tailored financial advice, and maintains compliance with regulations while developing a client base.

Provides individualized investment advice based on clients’ objectives and risk tolerances. Maintains strong client service, builds and expands a client base, monitors market activity, applies securities-industry knowledge, and remains compliant with applicable regulations and company procedures. Requires financial advisory experience, Series 7 and 63 licenses, strong communication skills, confidentiality, and proficiency with Microsoft Office.

Serve as the primary liaison between assigned business units and IT, build stakeholder relationships, translate business needs into IT work, coordinate IT teams and vendors, track requests and escalations, promote technology adoption, measure customer satisfaction, and support delivery of technology solutions to meet business objectives.

Supports bank portfolio loan processing through operational problem-solving, workflow coordination, compliance activities, project implementation, stakeholder inquiries, help desk responses, lending software access, system maintenance, and process improvement. Serves as a subject matter expert and liaison between lending and operations teams while monitoring work accuracy, timeliness, and service levels.

Coordinate and manage regulatory examinations and audits by organizing documentation, tracking findings and corrective actions, coordinating logistics and examiner requests, preparing reports and dashboards, and supporting cross-functional stakeholders to ensure compliance with applicable regulatory requirements.

Handles deposit exception resolution and daily balancing of incoming/outgoing return files and general ledger applications. Acts as first-line resource for deposit operational issues, monitors and resolves daily reports, maintains records, ensures compliance with laws/policies, and supports verification of processes and applications.

Senior executive responsible for strategy, growth, profitability, and governance of consumer deposit products, pricing, and payments. Leads product lifecycle, pricing framework, analytics-driven decisions, payments modernization, cross-functional alignment, and a high-performing team to drive deposit growth, liquidity, and customer relationships.

Support bankers by servicing, maintaining, and updating commercial loan documentation and files. Coordinate preparation, execution, and compliance of loan documents; resolve exceptions; monitor past due and maturing loan reports; assist with financial data collection and client communications; partner with internal bank teams; provide retail support in some markets.