Teams at Fidelity Bank (fidelitybank.com)

Leads a cluster of at least three retail banking branches, driving financial performance, sales growth, profitability, risk management, client service, and community business development. Oversees Branch and Office Managers, develops sales and business plans, manages staffing and performance decisions, ensures compliance with banking and lending policies, partners with corporate functions, and controls area expenses.

Advises investment and wealth management clients, conducts financial reviews, develops tailored investment strategies, monitors portfolios, and supports retirement, education, income, and legacy planning. Builds client relationships, generates new assets, partners with banking teams, meets growth goals, and ensures compliance with SEC, FINRA, insurance, fiduciary, suitability, and disclosure requirements.

Underwrites SBA loan requests, prepares government submission packages, evaluates credit risk and mitigants, approves or denies applications within delegated authority, and ensures accurate loan documentation. Supports business development officers with opportunity pre-flighting, loan-term negotiation, and customer presentations. Collaborates with credit and risk teams, helps resolve credit challenges, manages credit projects, and identifies process efficiencies while adhering to bank policies and SBA regulations.