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Provide customer service, onboarding, training, and support for treasury management and business online banking products (RDC, ACH, Wires, Lockbox). Process and track business online banking agreements, troubleshoot user issues, support sales/product teams, ensure regulatory/compliance controls, and assist with testing and internal audit tasks.

Perform final reviews of complex commercial loan documentation to ensure compliance with laws, bank policy, and underwriting. Advise lenders, documenters, and legal counsel; prepare and review documents (including out-of-state matters), update forms/procedures, conduct secondary reviews, coordinate outside counsel, and serve as compliance resource and trainer for documentation team.

Lead branch business development for small and mid-sized business clients: acquire and grow relationships, create calling and relationship plans, coordinate loans and services with internal partners, manage branch staff, ensure regulatory compliance and audit readiness, run recruitment/training, control branch budget and represent the bank in the community.

Provides personalized investment advice by analyzing clients’ financial situations, goals, risk tolerance, and investment needs. Recommends suitable financial products, develops and maintains investment plans, opens and services client accounts, supports business development, and maintains confidential records. The role requires compliance with FINRA, broker-dealer, insurance, FDIC, Bank Secrecy Act, OFAC, information security, and other applicable regulations.

Provides personalized investment advice and financial planning to individual and business clients. Interviews clients, analyzes financial circumstances and risk tolerance, recommends suitable investment products and strategies, manages accounts and records, supports business development, and maintains compliance with FINRA, FDIC, insurance, and banking regulations. Requires ongoing education, confidentiality, professionalism, and knowledge of financial markets and bank products.

Provides personalized investment advice by analyzing clients’ financial circumstances, goals, risk tolerance, and investment experience. Recommends suitable financial products and strategies, develops and maintains investment plans, opens and services client accounts, supports business development, and maintains regulatory compliance with FINRA, FDIC, state insurance commissions, and applicable banking laws.

Supports Financial Advisors by opening, maintaining, and closing investment accounts; processing deposits, withdrawals, trades, fees, forms, correspondence, and transaction follow-up. Provides client service by phone, email, mail, and in person, schedules appointments, supports client meetings, maintains compliance records, and organizes appreciation events. Requires confidentiality, knowledge of investment products, and adherence to banking and regulatory policies.

The Business Relationship Manager identifies business prospects, manages client relationships, promotes banking products, and analyzes financial conditions to maximize growth.

The Floating Business Development Manager III is responsible for acquiring and nurturing small and mid-sized business relationships, directing branch activities, ensuring compliance, and collaborating with internal partners for customer solutions.

Manage and grow relationships with middle-market commercial clients (≥$50M revenue), deliver holistic banking solutions (loans, treasury), perform credit analysis and underwriting, coordinate with internal partners, conduct annual reviews, participate in community and industry activities, and ensure regulatory compliance and risk management.