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Supports financial advisors and clients through administrative, sales, and customer service activities. Responsibilities include onboarding clients, maintaining accounts and compliance files, preparing review meetings and reports, managing CRM records and banker referrals in Salesforce, coordinating communications, and serving as office manager. Helps maintain strong client relationships and a smooth, compliant wealth management operation.

Develops new public-sector banking relationships through direct outreach, conferences, community activities, referrals, and collaboration with relationship managers. Supports RFP responses, client and prospect management, customer service, and public funds portfolio projects. Requires government-sector treasury management sales experience, strong communication and relationship-building skills, business development success, and moderate conference travel.

Process a variety of financial transactions, operate a teller drawer in lobby or drive-up, balance transactions, identify cross-sell opportunities, detect potential fraud and follow policies, and participate in branch opening/closing and community events as needed.

Support Trust Officer with daily trust account administration including account openings/closures, cash movements, correspondence, research and client inquiries. Maintain electronic and paper account documentation, monitor accounts, prepare spreadsheets and presentations, and perform basic accounting and banking tasks while adhering to regulatory and confidentiality standards.

Processes and balances customer financial transactions, operates a teller drawer, serves lobby and drive-up customers, identifies cross-selling opportunities, reports potential fraud, follows banking regulations, and may open or close the branch and attend community events.

Processes and balances customer financial transactions, operates a teller drawer, identifies cross-selling opportunities, recognizes and reports potential fraud, follows banking and regulatory procedures, and may open or close the branch and participate in community events. The role requires customer service, cash-handling accuracy, availability across shifts including Saturdays, physical stamina, and occasional travel between branches.

Supports Trust Officers with daily trust account administration, including account openings and closings, asset transfers, cash disbursements, account monitoring, documentation, client inquiries, and regulatory compliance. Maintains accurate electronic and paper files, processes correspondence, prepares spreadsheets and presentations, and completes special projects. Requires strong Microsoft Office, communication, organization, accuracy, confidentiality, teamwork, and basic accounting, banking, and trust knowledge.

Build and retain customer relationships by identifying financial needs, recommending banking products, referring customers to mortgage and wealth specialists, operating a teller drawer, opening and maintaining accounts, supporting digital banking, identifying fraud risks, and assisting with branch opening, closing, and community events.

Manage daily branch operations, including hiring, training, scheduling, facility management, staff performance, and customer issue resolution. Develop new and existing customer relationships, drive branch sales and profitability, support Personal Banker duties, and build community presence through networking and outbound calling. Collaborate with other business lines and develop small business customer relationships.

Process daily investment trades, reconcile cash clearing accounts, maintain investment system data and schedules, assist month-end close and pricing, compile documentation, reconcile to third-party reports, and support special projects to ensure accurate investment accounting and timely settlements.