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The Wealth Advisor manages high-net-worth client relationships, assesses financial goals and risk tolerance, constructs investment portfolios, provides financial planning guidance, and coordinates specialists across wealth services. The role also develops new business through referrals and external relationships, maintains financial market expertise, and builds a strong sales pipeline. Success requires strong communication, relationship-building, investment knowledge, and client leadership.

Processes domestic and international wire transfers accurately and promptly, including initiation, verification, release, exception handling, and suspicious activity monitoring. Ensures compliance with banking policies, Reg E, OFAC guidelines, and confidentiality requirements. Partners with banking centers, Treasury Management, and internal teams to resolve payment issues, support clients, prevent fraud, and maintain efficient wire operations.

Manages private wealth client relationships, provides financial planning and investment guidance, constructs and rebalances portfolios, develops new business through referrals and external networks, and collaborates with banking and wealth specialists. Advises clients on market conditions, risk tolerance, investment strategies, insurance resources, and long-term financial goals while maintaining a robust sales pipeline.

The Agriculture Relationship Manager generates commercial agriculture loan and deposit business, manages client relationships and portfolios, evaluates credit requests, ensures appropriate loan structure and pricing, monitors credit quality and delinquencies, and expands existing accounts. The role requires consultative selling, financial analysis, agricultural market knowledge, business development, relationship management, and collaboration with internal partners to meet production and portfolio goals.

Executes third-party risk management activities across vendor portfolios, including due diligence, risk assessments, documentation reviews, control-gap identification, remediation tracking, ongoing monitoring, and regulatory support. Partners with stakeholders and subject matter experts, maintains TPRM records, prepares reports and dashboards, supports audits, and helps improve risk-management processes and training materials.

Conduct compliance control testing for complex banking regulations, including planning test procedures, researching regulatory requirements, executing transactional and control testing, reviewing workpapers, identifying compliance issues and root causes, documenting findings, and reporting results to management. The role requires independent judgment, collaboration with subject matter experts, support for junior analysts, and strong knowledge of banking laws, auditing techniques, and regulatory guidance.

Processes commercial loan submissions, reviews financial and entity documentation, coordinates appraisals, title and UCC searches, prepares loan documents, and ensures closing requirements are met. The role collaborates with relationship managers, underwriters, legal counsel, and loan operations to resolve exceptions, maintain accuracy, and meet service-level expectations. Senior specialists additionally handle complex transactions, perform second-level reviews, support escalations, train staff, and improve procedures.

Manages relationships with financial institutions, funds, fund administrators, securities firms, and specialty finance companies. Drives new business, loan and deposit production, fee growth, underwriting, credit modeling, legal negotiations, portfolio management, and strategic client initiatives. Provides industry expertise, develops client relationships, manages complex credits, and supports origination of $20 million to $100 million-plus lending transactions. Success is measured through production, portfolio, fee, and delinquency targets.

Supports community lending and investment strategies for underserved communities through commercial and small business lending. Partners with relationship managers, community organizations, executives, and internal stakeholders to identify growth opportunities, manage lending initiatives, and develop business relationships. Facilitates technology enhancements, analyzes lending and investment data, monitors KPIs, prepares reports, and supports strategic business development activities aligned with underwriting requirements and organizational goals.

Provides operational and technical support for fiduciary tax administration and IRA compliance within Wealth Management. Responsibilities include coordinating tax preparation, tracking filings and payments, reviewing tax classifications and account documentation, determining RMD requirements, resolving IRS notices, and advising internal partners on fiduciary tax and retirement regulations. The role collaborates with external tax preparers, Wealth Advisors, Middle Office, and Operations teams to ensure accurate, timely, and compliant account administration.