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Provide financial advice and planning to clients, assist branch managers and advisors with account setup and transactions, monitor investments, support prospecting and client retention activities, maintain records and compliance, pursue licenses and continuing education, and deliver high-quality customer service.

Process domestic and international wire transfers for retail, commercial, and corporate customers. Maintain and document standard procedures for outgoing/incoming wires, authentication, authorization, and disaster continuity. Ensure compliance with BSA/OFAC and federal regulations, monitor cash positions, support fraud prevention, and produce operational reporting.

Support Branch Manager and Financial Advisors by processing account paperwork, maintaining client files, handling routine transactions and customer inquiries, coordinating prospecting and client retention activities, performing clerical duties, ensuring regulatory compliance, maintaining required licenses and continuing education, and occasionally traveling overnight.

Source and solicit commercial banking products (loans, deposits, Treasury Services) for relationships typically $1M and less. Manage pipelines, meet loan and non-interest income targets, structure loans per credit policy, collaborate with credit staff, cross-sell bank services, represent the bank in the community, and complete assigned training.

Source and solicit commercial banking products (typically loans ≤ $1M), meet loan and non-interest income goals, maintain prospect pipeline, structure loans per credit policy, collaborate with credit staff, cross-sell Treasury, Wealth, Mortgage, represent the bank in the community, and complete assigned training.

Source and solicit commercial banking products (loans ≤ $1M, deposits, Treasury Services); manage prospect pipeline; structure and price loans within credit policy; meet production and non-interest income goals; cross-sell Wealth, Mortgage, Treasury, and Merchant Services; represent bank in community and complete required training.

Source and solicit commercial banking products, achieve loan and non-interest income goals, manage and grow client relationships, structure loans per credit policy, collaborate with credit and product partners, and represent the bank in the community.

Source and solicit commercial banking products, achieve loan and non-interest income goals, manage and expand client relationships, structure loans per credit policy, collaborate with credit teams, cross-sell bank services, and represent the bank in the community.