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Recently posted jobs
Fintech • Software • Financial Services
Provides independent compliance oversight for the Wealth Management division, including BSA/OFAC activities, regulatory interpretation, risk assessments, fiduciary controls, monitoring, testing, policy governance, and corrective actions. Coordinates audits and regulatory examinations, supports remediation, delivers compliance guidance and training, and oversees the Medallion Stamp Program. Partners with leadership to evaluate risks, address emerging compliance issues, and strengthen the compliance program.
Fintech • Software • Financial Services
Administer the Wealth Management compliance program, including BSA/OFAC activities, regulatory monitoring, risk assessments, control reviews, and policy maintenance. Conduct compliance monitoring and testing, evaluate fiduciary and operational controls, identify deficiencies, support remediation, provide regulatory guidance and training, assist with audits and examinations, and manage the Medallion Stamp Program.
Fintech • Software • Financial Services
Processes and monitors ACH files, wire transfers, account activity, and deposit transactions. Supports consumer and business digital banking services, including Remote Deposit Capture and Positive Pay. Researches transaction and account issues, resolves discrepancies, performs reconciliations, troubleshoots systems, and assists customers and branch staff. Maintains knowledge of deposit operations products, policies, procedures, and systems while delivering strong customer service.
Fintech • Software • Financial Services
Manage and grow a commercial loan portfolio by building client relationships, underwriting moderately complex loans, conducting credit reviews, advising business clients on financial strategies, and collaborating with internal teams to deliver tailored banking solutions. Spend significant time (≈60%) in the field driving business development.
Fintech • Software • Financial Services
The Commercial Lending Relationship Manager III manages a loan portfolio, builds client relationships, advises on financial strategies, and collaborates with teams to ensure effective lending solutions, while maintaining risk and portfolio health.
Fintech • Software • Financial Services
Serve as primary advisor to high-net-worth individuals, families, business owners and institutions. Deliver comprehensive wealth planning, investment management, estate planning, insurance and succession strategies. Source and grow client relationships, collaborate with internal banking teams, mentor associate advisors, and use Salesforce and wealth-planning technology to manage pipelines and client solutions.
Fintech • Software • Financial Services
Serve as primary advisor to high-net-worth clients delivering comprehensive wealth planning, investment management, estate and insurance strategies; source and grow AUM through business development and referrals; collaborate with internal banking teams, mentor associate advisors, and use Salesforce and wealth-planning technology to manage client relationships and pipelines.
Fintech • Software • Financial Services
Lead regional sales and business development to retain, deepen, and grow consumer and commercial relationships. Develop and execute regional sales strategy, cultivate community and referral partnerships, coach and develop teammates, and collaborate with specialists to deliver comprehensive banking solutions.
Fintech • Software • Financial Services
Manage client investment portfolios including construction, allocation, rebalancing, trading, and risk management. Conduct investment research and analysis, execute trades, monitor performance, prepare client reports, and support investment governance and committee activities. Provide investment guidance to clients and internal partners while improving portfolio management processes.
Fintech • Software • Financial Services
Temporary administrative support for a Wealth Management Tax Group: organize and route tax documents, perform accurate tax data entry, update Excel trackers, prepare tax packets, coordinate communications, and provide general administrative and customer-service support during the tax season (Sept–Apr).
Fintech • Software • Financial Services
As a Commercial Lending Relationship Manager II, you will expand and maintain a loan portfolio, conduct financial analyses, approve loans, and collaborate with teams to drive business growth.
Fintech • Software • Financial Services
The Commercial Lending Relationship Manager I will engage with business clients, sell loans and financial products, manage loan delinquency, and collaborate with credit departments while focusing on sales and client relationships.
Fintech • Software • Financial Services
As a Senior Commercial Lending Relationship Manager, you will build and maintain client relationships, manage loan portfolios, perform credit analysis, and represent the bank in community activities.
Fintech • Software • Financial Services
As a Commercial Lending Relationship Manager II, you will build client relationships, expand loan portfolios, conduct financial analyses, and collaborate on loan transactions. You'll manage loan approvals, portfolio reviews, and promote cross-selling opportunities to drive business growth.
Fintech • Software • Financial Services
The Commercial Lending Relationship Manager I develops client relationships and sells financial products, manages loan delinquency, collaborates with the Credit Department, and advises borrowers on finances.
Fintech • Software • Financial Services
The Community Office Manager II oversees branch operations, builds client relationships, promotes financial solutions, and develops a high-performing team to drive business growth and ensure customer satisfaction.
Fintech • Software • Financial Services
Serve as first point of contact for clients via phone, chat, email and secure messaging; troubleshoot account, deposit, loan and digital product issues; execute transactions, research and resolve problems, perform follow-ups, cross-sell products and refer to specialists, and maintain knowledge of bank policies and service/sales goals.



