Provides white-glove relationship management and servicing for commercial banking clients using cash management and funds transfer services. Coordinates issue resolution, supports ACH, wire, online banking, and API products, facilitates onboarding and client training, maintains CRM records, monitors service needs, and recommends additional banking products. Requires at least five years of relationship management experience and strong banking, electronic payments, communication, organization, and problem-solving skills.

Owns strategic partnership opportunities from identification through negotiation, launch, and ongoing management. Develops business cases, evaluates commercial and execution considerations, coordinates cross-functional workstreams, aligns stakeholders, tracks performance, and manages partner relationships. The role also establishes repeatable partnership processes, supports senior leadership recommendations, mentors junior team members, and represents the company externally.

The Retail Loan Originator evaluates loan applications, guides customers through the mortgage process, manages pipelines, and communicates requirements. They enhance sales through training and maintain compliance.