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Sell and service securities, annuities, RIAs and insurance; expand and manage client relationships; provide financial planning and portfolio recommendations; process transactions and paperwork; meet production goals; maintain compliance with broker/dealer and regulatory rules; train and coordinate with branch personnel; participate in community outreach.

Supports the Treasury Management Product team through projects, reporting, product lifecycle activities, market research, competitive analysis, and performance analysis. Learns commercial banking treasury products, client needs, treasury operations, and cross-functional collaboration with sales, operations, technology, risk, compliance, and marketing teams. Participates in meetings, department initiatives, networking, community service, and a final presentation.

Processes, scans, keys, balances, verifies, and transmits lockbox payments for business clients. Reviews work for accuracy, handles exceptions, resolves processing errors, meets service-level deadlines, escalates issues, supports client testing, and assists the Items Processing team with production work.

Leads regional banking center sales and service performance by coaching market leaders and managers, setting goals, developing tactical plans, reviewing scorecards and financial results, coordinating marketing and training, managing succession planning, and adjusting sales strategies and incentive measures. Requires extensive daily travel across assigned banking centers, strong sales management experience, a bachelor’s degree, and S.A.F.E. Act registration through NMLS.

Manages complex client relationships in a banking center by completing transactions, opening consumer and business accounts, processing loan applications, and recommending financial products. The role handles escalated service needs, supports sales goals, maintains operational accuracy, follows regulatory and security requirements, and mentors associates. Responsibilities include cash and branch balancing, CRM documentation, digital banking enrollment, referrals to specialists, compliance with BSA, OFAC, CIP, and EDD standards, and assisting with audits and workflow improvements.

Provides advanced customer service and relationship management in a banking center. Responsibilities include processing transactions, opening consumer and business accounts, processing loan applications, identifying cross-selling opportunities, meeting sales goals, managing complex service issues, supporting compliance requirements, and mentoring branch associates. The role also assists with operational reviews, audits, onboarding, digital banking enrollment, and risk escalation.

Leads the enterprise Risk and Control Self-Assessment program, including methodology, governance, execution, quality assurance, reporting, credible challenge, training, and regulatory alignment. Oversees RCSA technology platforms, integrates results with key risk indicators and issue management, advises risk committees and executives, supports audits and examinations, and analyzes emerging risks, control gaps, and acquisition-related risks.

Leads and enhances the bank’s operational risk management framework, providing independent oversight, credible challenge, risk assessments, governance, reporting, and operational resilience support. Oversees key indicators, new product risk assessments, loss events, corrective actions, and enterprise initiatives. Chairs the Operational Risk Committee, supports executive and board reporting, partners with business leaders, and mentors the operational risk team.

Provides customer service and completes banking transactions while selling and referring bank products and services. Balances cash, transactions, vaults, and ATMs; follows compliance, security, and verification procedures; supports branch opening and closing. Travels daily among assigned banking centers, helps lead sales and service activities, and trains or coaches staff on operational and sales skills. Requires banking or sales experience, NMLS registration, and the ability to obtain a notary designation.

Manage client investment portfolios, execute purchases and sales of securities, maintain asset allocation per policies, research and recommend securities, prepare investment reporting and marketing materials, coordinate client service with team, and support new business and RFPs.