• Schedule and confirm patient appointments in a timely manner • Manage and update patient records and information • Communicate effectively with patients and healthcare providers • Handle inquiries regarding scheduling • Ensure compliance with clinic policies and procedures • Assist with administrative tasks as needed • Maintain a positive and professional demeanor • Resolve scheduling conflicts and issues promptly

• Drive sales growth by understanding the unique needs of HOAs and property management companies, and effectively cross-selling treasury products and services. • Maintain a dynamic sales pipeline and provide real-time updates using CRM tools. • Demonstrate professionalism in communication and teamwork with clients, peers, and management. • Stay updated on industry best practices and product knowledge related to the Bank’s suite of services. • Adhere to all regulatory requirements and internal policies governing financial services. • Proactively generate new business by identifying market opportunities through cold calls, warm leads, and referrals within the HOA and property management sectors. • Provide exceptional customer service, handling inbound inquiries, training requests, and support related to Deposit, Treasury Management, and Online Banking products specifically tailored for HOAs and property management companies.

• Speaking with clients over the phone/email to discuss their requirements and skill set. • Preparing follow-up questions to gain a strong understanding of client backgrounds and career goals. • Leveraging information gathered to write high-quality resumes, cover letters, and/or LinkedIn profiles that meet strict writing standards. • Capacity to build relationships and deliver an exceptional client experience is critically important. • All other duties assigned.

• Provide psychiatric and substance use disorder treatment to patients via telemedicine • Conduct psychiatric diagnostic evaluations for General Mental Health and Substance Use Disorder across all age spectrums • Manage psychopharmacological treatment for diagnosed conditions • Provide medication-assisted treatment for opioid use disorder • Support psychotherapy and motivational interviewing • Coordinate care with multidisciplinary teams, including psychologists and medical professionals