Top Tech Jobs & Startup Jobs

Provide customer support and technical assistance for treasury management products (online banking, ACH, RDC, Positive Pay, lockbox, etc.), respond to phone/email inquiries, implement new services, perform reviews (RDC/ACH), assist sales with relationship reviews, and train clients and staff.

Support the investment team with client administrative and operations tasks including recurring and ad-hoc reporting, cash request reviews, portfolio presentation preparation, account documentation verification, tax cost research, and process improvement projects. Collaborate with advisors, portfolio managers, and external partners to ensure accurate, timely client service and compliance with investment guidelines.

Lead full-cycle recruiting and employee engagement initiatives: source and hire candidates, support onboarding, partner with leaders on workforce planning, and help develop talent programs to improve retention and employee experience.

Sell investment management, insurance, and financial planning products; develop new business through referrals and prospecting; meet sales goals; advise on estate, tax, and retirement planning; maintain compliance with relevant regulations and bank policies.

Design and evolve enterprise security architecture and Zero Trust strategy; align controls with NIST CSF, SOX, and GLBA; evaluate vendor/SaaS security; perform threat modeling and architecture risk assessments; support security for AI and API integrations; mentor teams and respond to security incidents.

Contact severely delinquent borrowers, evaluate financial information for loss mitigation options, manage accounts through mitigation or foreclosure referral, oversee property preservation and inspections, and support court-mandated mediation and related processes.