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Processes and monitors ACH files, wire transfers, account activity, and deposit transactions. Supports consumer and business digital banking services, including Remote Deposit Capture and Positive Pay. Researches transaction and account issues, resolves discrepancies, performs reconciliations, troubleshoots systems, and assists customers and branch staff. Maintains knowledge of deposit operations products, policies, procedures, and systems while delivering strong customer service.

Support Wealth Advisors with client service, account administration, onboarding, compliance, and sales support. Learn wealth products, complete licensing, participate in business development, and progressively work with clients under supervision while building planning and investment skills.

Manage and grow a commercial loan portfolio by building client relationships, underwriting moderately complex loans, conducting credit reviews, advising business clients on financial strategies, and collaborating with internal teams to deliver tailored banking solutions. Spend significant time (≈60%) in the field driving business development.

The Commercial Lending Relationship Manager III manages a loan portfolio, builds client relationships, advises on financial strategies, and collaborates with teams to ensure effective lending solutions, while maintaining risk and portfolio health.

Serve as primary advisor to high-net-worth individuals, families, business owners and institutions. Deliver comprehensive wealth planning, investment management, estate planning, insurance and succession strategies. Source and grow client relationships, collaborate with internal banking teams, mentor associate advisors, and use Salesforce and wealth-planning technology to manage pipelines and client solutions.

Support Wealth Advisors with client service, account administration, compliance, and business development while completing FINRA and insurance licensing. Gain experience in wealth planning, investment management, trust services, and begin working with clients under supervision as licensing milestones are met.

Serve as primary advisor to high-net-worth clients delivering comprehensive wealth planning, investment management, estate and insurance strategies; source and grow AUM through business development and referrals; collaborate with internal banking teams, mentor associate advisors, and use Salesforce and wealth-planning technology to manage client relationships and pipelines.

Lead regional sales and business development to retain, deepen, and grow consumer and commercial relationships. Develop and execute regional sales strategy, cultivate community and referral partnerships, coach and develop teammates, and collaborate with specialists to deliver comprehensive banking solutions.

Manage client investment portfolios including construction, allocation, rebalancing, trading, and risk management. Conduct investment research and analysis, execute trades, monitor performance, prepare client reports, and support investment governance and committee activities. Provide investment guidance to clients and internal partners while improving portfolio management processes.

Temporary administrative support for a Wealth Management Tax Group: organize and route tax documents, perform accurate tax data entry, update Excel trackers, prepare tax packets, coordinate communications, and provide general administrative and customer-service support during the tax season (Sept–Apr).