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Responsible for selling Treasury Management services to businesses and government entities, conducting sales activities, managing existing clients, and meeting sales goals. Providing product training and pricing, managing client relationships, and supporting complex relationships. Requires BA or BS degree, 1 year of related experience, and skills in project management, communication, customer service, organizational, analytical, and interpersonal skills.

Communicate with customers to assess their needs, process paperwork, and update customer information. Market insurance products, prepare proposals, and quotes for cross sell and upsell. Handle phone calls from clients and companies regarding insurance. Maintain files in an orderly manner and follow up on outstanding orders and reports.

The Commercial Lines Account Manager is responsible for managing client relationships, ensuring superior service, coordinating with sales executives on renewal strategies, preparing insurance summaries, analyzing quotations, and maintaining data integrity within the agency management system.

The Portfolio Advisor 2 manages and expands high net worth investment portfolios for individual and institutional clients, developing investment policies and strategies, identifying growth opportunities, and ensuring compliance with regulations and company procedures.

The Wealth Advisor is responsible for developing sales opportunities for investment management, trust services, financial and estate planning within an assigned region. This includes meeting with clients, preparing documentation, and maintaining sales reports while ensuring compliance with regulatory standards.

The Associate Financial Advisor is responsible for prospecting potential clients, managing existing client relationships, and providing high-quality service and financial advice. Responsibilities include routine sales tasks, consultation on financial planning, handling transactions, and administrative duties. They will work towards achieving revenue goals and maintaining compliance with regulatory standards.

The Financial Advisor manages and services existing clients while acquiring new ones. Responsibilities include identifying sales opportunities, providing investment products, maintaining client files, and ensuring compliance with regulatory laws. Continuous education and training of associate advisors are involved.