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Build and maintain long-term commercial banking relationships through credit analysis, loan packaging, sales outreach, and portfolio administration. Complete formal credit training (FSU), meet sales goals, process referrals, support financial centers, and stay current on bank products and services.

Support producers and account managers by learning insurance products, preparing proposals, assisting client appointments and renewals, providing customer service, and working toward required insurance licenses through training and mentoring.

Support insurance producers and account managers by preparing proposals, assisting client appointments and renewals, performing coverage analysis, collecting submission information, and building long-term client relationships while completing training and obtaining required insurance licenses.

Participate in formal credit training (FSU), analyze financial statements, develop loan packages, support loan commitments, achieve sales goals, manage customer portfolios, process referrals, and maintain up-to-date product knowledge while building long-term client relationships.

Support producers and account managers by learning insurance products, preparing and presenting proposals, assisting with sales, renewals, and client appointments, providing customer service, conducting coverage analysis, and working toward required insurance licenses.

Participate in Financial Services University training; analyze financial statements and prepare loan packages; build and maintain client relationships; meet sales and call targets; process referrals and support account openings; manage loan commitments and report activity; stay current on bank products and services.

Review and approve commercial credit requests and limits up to $20M, monitor portfolios for credit risk, ensure loan packages meet credit standards, provide guidance to improve loan structures, and support credit education and excellent customer experience.

As a Producer - Life Advisor, you'll sell life insurance by identifying client needs, conducting meetings, and collaborating with colleagues to provide insurance solutions. You will also address client claims and maintain production reports.

As a Select Sales Representative, you'll prospect and service insurance accounts, conduct client meetings, analyze risks, and develop tailored proposals for employee benefits and property insurance.

The role involves applying data analytics to derive insights from complex financial and behavioral data, ensuring compliance with regulations, and collaborating with risk management teams.