Teams at Bankwell Financial Group, Inc.

Provides analytical and business-intelligence support to the Private Client Group through lending and deposit dashboards, portfolio and credit analysis, forecasting, reporting, term-sheet preparation, and strategic planning. Implements AI-driven automation and maintains CRM and pipeline reporting. Secondary responsibilities include executive calendar and meeting coordination, communications triage, project tracking, regulatory support, and liaison activities across lending, credit, operations, and executive teams.

Supports the Private Client Group Director in managing and expanding commercial banking relationships. Responsibilities include growing deposits, marketing banking services, cross-selling treasury and other products, analyzing client cash flow and liquidity needs, recommending tailored solutions, maintaining client relationships, and coordinating with risk, compliance, and operations teams. The role requires strong customer service, sales, communication, organization, and commercial or private banking experience.

Manage and grow CRE and C&I client relationships; analyze financial statements and creditworthiness; prepare credit/loan documentation and financial models; monitor portfolio performance, covenant compliance, and troubled loans; participate in client meetings and cross-sell bank products.