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Processes commercial loan submissions, reviews financial and entity documentation, coordinates appraisals, title insurance, UCC searches, and other pre-closing requirements, and prepares accurate loan documents. The role collaborates with relationship managers, underwriters, legal counsel, and loan operations to resolve issues, process exceptions, meet service-level expectations, and ensure compliance with approval terms and banking guidelines.

Serves as the receivables subject matter expert and technical sales consultant for commercial treasury management clients. Leads client consultations, demonstrations, solution design, pricing, cross-sell and upsell strategies, and sales-to-delivery transitions. Analyzes portfolios to increase receivables adoption, contributes insights to product roadmaps, supports implementations, resolves issues, and drives profitable growth through stronger client relationships and solution utilization.

Provides administrative, operational, compliance, and client service support to Wealth Advisors. Responsibilities include processing account openings, distributions, trades, and transactions; maintaining documentation; coordinating client outreach and reviews; managing calendars and correspondence; supporting audits; following broker-dealer policies; mitigating risk; and resolving client and account issues. Unregistered assistants may enter trades at an advisor’s direction but cannot accept trades directly from clients.

Supports Treasury Management Client Services Specialists through training, procedure development, quality audits, workload monitoring, escalation resolution, and management reporting. The role develops team member knowledge, monitors service-level adherence, coordinates resources, communicates with clients and internal partners, and resolves complex issues. Candidates should understand Treasury Management or business banking products, communicate technical solutions effectively, adapt to changing priorities, and have strong verbal and written communication skills.

Oversee operational support for wealth advisors and client accounts, including advisor onboarding, account maintenance, technology access, money movement, escalations, collateralized accounts, and complex client situations. The role resolves processing issues, mitigates operational risk, supports trading and investment operations, identifies process improvements, and partners with leadership to improve service quality, scalability, and advisor growth.

Provides administrative, operational, and client-service support to Wealth Advisors. Responsibilities include servicing prospective and existing clients, facilitating trades, opening and maintaining accounts, processing transactions, managing documentation, coordinating client outreach, supporting audits, maintaining compliance files, and mitigating operational risk. The role requires securities-industry knowledge, strong accuracy, client relationship skills, and Series 7 and 66 licenses.

Manages private wealth client relationships, provides financial planning and investment guidance, constructs and rebalances portfolios, develops new business through referrals and external networks, and stays informed on economic and financial trends. The role requires strong relationship-building, sales, communication, investment knowledge, and collaboration with internal wealth specialists.

Leads the enterprise PCI Compliance Program, overseeing PCI-DSS governance, assessments, control testing, audits, remediation, vendor obligations, and ongoing monitoring. The role develops policies, dashboards, KPIs, and executive reporting while coordinating with internal teams, auditors, regulators, QSA firms, and third parties. It also promotes security education, evaluates changes in technology and processes, and aligns PCI compliance with broader information security and risk objectives.

Generates new agricultural loan and deposit business through consultative sales, prospecting, community involvement, and relationship development. Evaluates loan requests for purpose, structure, pricing, and compliance; manages a commercial agriculture portfolio, monitors credit quality, addresses delinquencies, and expands existing client relationships. Applies knowledge of agronomy, commodities, real estate, and farm financial health while collaborating with internal partners and maintaining strong client service.

Generates commercial agriculture loan and deposit business through prospecting, consultative selling, and relationship development. Evaluates loan requests for purpose, structure, pricing, and credit quality; manages customer portfolios, monitors risks and delinquencies, and expands existing relationships. Requires strong agricultural market knowledge, financial analysis, negotiation, sales, communication, and commercial agricultural lending experience.