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Manages commercial and consumer loan portfolios, including underwriting, loan presentations, annual reviews, renewals, increases, payment monitoring, borrower negotiations, and loan closings. Ensures approved terms are followed and portfolios align with client goals and risk tolerance. The role also requires compliance training, financial analysis, communication, and proficiency with Microsoft Word and Excel.

Provides administrative and client service support to financial advisors, including account maintenance, scheduling, communications, records, compliance documentation, transactions, referrals, events, vendor coordination, office supplies, and expense reporting. Maintains accurate client information, supports onboarding and branch operations, assists with compliant marketing activities, and completes required BSA/AML training. Travel between branch locations may be required.

Lead business development efforts for retirement custody products by generating and managing a sales pipeline, targeting medium-to-large clients, delivering tailored presentations and pricing, training partners, attending industry events, ensuring compliance (BSA/AML), managing and developing a small sales team, and maintaining product and competitor knowledge.

Drive B2B sales of GoldStar retirement and custodial solutions by generating and managing a business pipeline, delivering tailored presentations, educating partners and customers, ensuring compliance (BSA/AML), and maintaining product and competitive knowledge to expand and retain business relationships.

Supports the bank's Operational Risk Management program by performing risk assessments, identifying control gaps, monitoring internal controls and loss events, maintaining the GRC platform, drafting policies, preparing reports for management, and coordinating with business lines, ERM, IT, Compliance, and Audit.

The Business Intelligence Analyst oversees BI solution development, collaborates with departments on data analysis, and manages BI systems for reporting and analytics.

The Market President oversees branch operations, promotes bank products, manages staff, ensures compliance, and engages with the community. A key role in achieving market objectives and driving sales.

The Financial Consultant Investments builds client relationships to understand their needs, offers financial solutions, manages CRM activities, and ensures compliance with training.

The Mortgage Development & Originator solicits residential mortgages, develops referral relationships, interviews applicants, and makes credit decisions while maintaining customer service and compliance.

The Financial Consultant Investments builds relationships with clients to assess their financial needs and recommends appropriate banking solutions while adhering to compliance standards.