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The Financial Advisor develops customer portfolios and provides comprehensive financial planning while ensuring compliance and maintaining customer relations.

Originate loans for resale, develop relationships, ensure documentation, respond to requests, and cross-sell products. Maintain accuracy and attention to detail.

Responsible for originating loans, assessing borrowers' creditworthiness, developing referral networks, and ensuring proper loan documentation and pricing.

Drive treasury revenue and deposit growth by prospecting and closing new business clients, expanding treasury product adoption in existing relationships, leading consultative sales with commercial teams, managing pipeline and market results, and coordinating onboarding and support to ensure client satisfaction.

Provide insurance sales and customer service support: prepare proposals and quotes, issue binders/endorsements/cancellations, distribute certificates, maintain agency management system, process claims and renewals, assist senior CSR and handle phone and walk-in customers.