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Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Branch-based Wealth Advisor builds and manages personalized wealth management practices, conducts client discovery, develops tailored financial plans, grows relationships and referral channels, and collaborates with internal specialists to deliver investment, insurance, estate, and financial planning services.
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
The Private Client Relationship Manager engages affluent clients to grow deposits, investments, and lending balances through financial planning conversations and exceptional client service.
Top Skills:
Salesforce CRM
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Manage, acquire, and deepen commercial banking relationships with businesses generating $5 million to $50 million in annual revenue. Advise clients on credit, liquidity, interest rate management, treasury, and wealth management solutions. Generate loans, deposits, fee income, and new business through consultative sales, internal partnerships, and community engagement while managing risk, compliance, customer satisfaction, and moderately complex portfolios.
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Commercial Lending ApplicationsSalesforceTreasury Solutions
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Manages and grows treasury relationships with municipal and public-sector clients across New Jersey and surrounding markets. Advises government entities on cash management, commercial card, merchant services, trade, and supply chain finance solutions. Responsibilities include client acquisition, portfolio expansion, cross-selling, relationship advising, onboarding coordination, market feedback, and supporting revenue goals. Requires extensive treasury sales and relationship management experience, strong public-sector knowledge, communication skills, and local and regional travel.
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Cash ManagementCommercial CardMerchant ServicesSupply Chain FinanceTrade FinanceTreasury Services
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Manages, acquires, and deepens commercial business banking relationships for companies generating $5 million to $50 million annually. Advises clients on credit, liquidity, interest rate management, treasury, and wealth management solutions. Drives loan, deposit, and fee-income growth through consultative sales, referrals, community engagement, and collaboration with internal partners. Maintains moderately complex portfolios while managing risk, compliance, customer satisfaction, and business development goals.
Top Skills:
Commercial Lending ApplicationsSalesforce
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Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Build and manage relationships with affluent and high-net-worth clients. Acquire new clients, grow deposits, investments, and lending balances, conduct financial discovery conversations, retain clients through proactive outreach, and deliver high-touch service. Partner with Wealth Advisors, CFPs, and other banking teams to provide comprehensive solutions. Track client activity in Salesforce and meet goals related to assets, deposits, lending, and satisfaction.
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Salesforce
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Manage and grow a portfolio of commercial business banking clients with annual revenues of $5 million to $50 million. Acquire new relationships, assess client needs, and recommend credit, liquidity, treasury, interest rate management, and wealth management solutions. Generate loans, deposits, and fee income through consultative sales, referrals, community engagement, and collaboration with internal partners. Maintain compliance, customer satisfaction, and portfolio performance while driving new business development.
Top Skills:
Commercial Lending ApplicationsSalesforce
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Manage, acquire, and deepen commercial banking relationships with businesses generating $5 million to $50 million in annual revenue. Advise clients on credit, liquidity, interest rate management, treasury, and wealth solutions. Generate loans, deposits, and fee income through consultative sales, referrals, community involvement, and collaboration with internal partners. Maintain moderately complex portfolios while meeting customer service, compliance, risk, and growth goals.
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Manages and grows relationships with small-business clients generating $1–10 million annually. Responsibilities include consultative sales, portfolio management, identifying lending and deposit opportunities, assessing credit risk, cross-selling banking solutions, developing referral networks, and expanding the customer base through community involvement. The role requires business-to-business sales expertise, strong communication, market knowledge, and collaboration with banking, lending, and investing teams.
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Manages, acquires, and expands commercial banking relationships with businesses generating $5 million to $50 million annually. Advises clients on credit, liquidity, interest rate management, treasury, and wealth solutions while generating loans, deposits, and fee income. Develops new business through community involvement, centers of influence, and internal partnerships. Requires commercial credit expertise, consultative selling, negotiation, risk and compliance knowledge, and experience managing moderately complex portfolios.
Top Skills:
Commercial Lending ApplicationsSalesforce
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