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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.

Performs financial reporting, variance and profitability analysis, KPI reporting, budgeting, forecasting, and executive financial summaries across business segments. Analyzes datasets using Excel, SQL, and Power BI; supports annual planning, reporting automation, incentive calculations, regulatory filings, SOX controls, and process improvements. Trains users on financial reporting tools and collaborates with business leaders on budgets and performance metrics.

The Relationship Manager III will manage customer relationships, implement sales strategies, monitor loans and credit profiles, and extend credit to commercial customers while providing expert advice and exceptional service.

Support small business banking by preparing and processing commercial loan requests, managing loan disbursements and servicing, resolving client inquiries, performing transaction research and account maintenance, monitoring portfolio risk and compliance, and collaborating with internal teams to ensure accurate documentation and regulatory adherence.

Support Commercial Banking by processing loan requests, executing transaction support and account servicing, managing portfolio activities, ensuring regulatory compliance and audit readiness, mitigating fraud risk, and identifying process improvements to enhance client experience.

Manages commercial banking relationships by acquiring and retaining customers, growing revenue, cross-selling products, monitoring loan portfolios, assessing credit risk, extending credit, reviewing financial data and collateral, resolving delinquent loans, and approving letters of credit. The role also supports employee development through coaching, mentoring, training, and leadership. Success requires at least five years of commercial banking experience and relevant education or equivalent work or military experience.

Centralize and optimize fraud prevention tools, analyze fraud trends, coordinate with LOBs and vendors, document configurations, support fraud triage, and recommend tuning and strategic improvements to align tools with business risk appetite.

The Client Relationship Representative focuses on providing excellent customer service, processing transactions, promoting bank products, and facilitating customer loyalty, while also supporting internal operations and training staff.

The Client Relationship Representative will provide customer service, assist with banking transactions, sell products, and support banking center operations while training and guiding staff.

The Wealth Advisor III will develop new client relationships, coordinate financial solutions, and build referral relationships with local institutions to meet business development goals.