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Provides senior-level banking center client service and relationship management. Responsibilities include completing complex transactions, opening consumer and business accounts, processing loan applications, recommending banking products, meeting sales goals, resolving escalated inquiries, maintaining compliance, and supporting branch operations. The role also mentors associates, assists with coaching and audits, manages CRM activity, and promotes deposits, lending, digital banking, merchant services, treasury management, mortgage, and investment referrals.

Sells and services securities, annuities, investment advisory products, and life insurance. Builds new and existing client relationships, provides financial planning and portfolio guidance, processes transactions, maintains regulatory documentation, supports branch personnel, and meets sales and production goals.

Provides complex banking-center customer service, completes transactions, opens consumer and business accounts, processes loan applications, and recommends financial products. Builds client relationships, achieves sales goals, supports digital banking adoption, and manages CRM activity. Serves as a senior resource by mentoring associates, assisting with operational reviews, and ensuring compliance with BSA, OFAC, CIP, EDD, security, and internal control requirements.

Supports commercial lending requests, loan servicing, account maintenance, portfolio management, client service, fraud prevention, compliance, audit readiness, and process improvement. The role researches complex transactions, mitigates operational and reputational risk, coordinates with clients and internal teams, and ensures accurate, compliant commercial banking operations.

Manages commercial banking relationships by developing new business, expanding revenue, retaining customers, and overseeing loan portfolios. Responsibilities include sales planning, cross-selling, credit assessment, financial analysis, collateral review, loan monitoring, loss prevention, letters of credit, and customer advisory services. Provides employee coaching, mentoring, and leadership while ensuring credit and financial information remains current and compliant with lending terms.

Manages and grows commercial banking relationships through prospecting, sales, cross-selling, customer service, portfolio monitoring, credit analysis, and lending decisions. Evaluates borrower financial information and collateral, approves credit within assigned limits, manages delinquent or marginal loans, and oversees letters of credit. The role also supports employee development through coaching, mentoring, and leadership.

Manages residential mortgage loan applications for portfolio and walk-in customers. Interviews applicants, analyzes financial information, negotiates lending terms, explains repayment and escrow arrangements, assists with servicing and loan modifications, and advises customers on financial matters. The role also supports community outreach, business development, and the bank’s public reputation.

Manage and grow commercial banking relationships through prospecting, sales, cross-selling, portfolio oversight, credit analysis, and customer service. The role evaluates borrower financials and collateral, extends credit within assigned limits, manages loan risk and delinquencies, reviews letters of credit, and may supervise and mentor employees while maintaining individual production goals.

Provides independent second-line oversight of enterprise technology risk, challenging first-line risk assessments, controls, ratings, and remediation. Monitors risk appetite alignment, indicators, emerging risks, incidents, and governance activities; conducts thematic reviews; escalates material exposures; supports executive and Board reporting; and advises technology, cybersecurity, legal, compliance, audit, and ERM stakeholders while maintaining independence.

Provides customer service and banking transactions, balances cash and ATM activity, ensures regulatory compliance, sells and refers bank products, and supports banking center operations. The role also trains and coaches staff, leads sales and service activities, and maintains policy adherence. Daily travel among assigned regional banking centers is required, along with S.A.F.E. Act registration through NMLS and eligibility for Notary Public designation.