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Supports mortgage warehouse lending clients by setting up credit lines, managing commercial loan documentation, resolving inquiries, verifying insurance and wiring instructions, reconciling accounts, and monitoring transactions for risk. Provides internal and external customer support, validates data, investigates anomalies, and resolves exceptions while maintaining accurate records and meeting time-sensitive deadlines.

Develop and maintain RESTful APIs and microservices for financial-industry clients. Support API integration, onboarding, documentation, testing, Azure deployment, monitoring, identity management, secure coding, and production incident response. Collaborate with product, QA, senior developers, and platform teams in an Agile environment while learning cloud-native, containerization, and open-banking practices.

Conduct confidential enhanced due diligence and financial-crime investigations, monitor client relationships and transactions for suspicious activity, document investigative findings, recommend client risk ratings, review prospective clients during onboarding, support management activities, and assist with regulatory exams, audits, and law-enforcement requests.

Provides advanced production support for network and desktop environments, including user support, monitoring, troubleshooting, configuration, enhancements, and outage resolution. Supports planning and execution of new network designs, configurations, and implementations. Serves as a cross-functional point of contact and business partner while applying systems integration, technical analysis, application support, and project lifecycle expertise. Requires up to 10% domestic travel.

Leads Treasury Management sales for a designated area, develops new and existing client relationships, designs customized solutions, and supports ongoing client service. Manages, coaches, trains, and evaluates Treasury Management Sales associates while partnering with Commercial and Private Banking teams. Drives sales objectives, conducts client calls and internal training, and ensures strong team performance aligned with bank strategy and values.

Supports private client relationship managers and banking staff with account opening and maintenance, client service, payment and wire processing, loan and collateral administration, compliance coordination, documentation, and issue resolution. Serves as a liaison among relationship teams, compliance, underwriting, legal, and operations. Manages confidential records, changing priorities, and multiple deadlines while supporting private wealth clients and assisting with loan closings and client events.

Conducts confidential sanctions and financial-crime investigations, reviews potential OFAC matches, researches transactions, applies sanctions regulations, supports screening-system testing, and assists with audits, examinations, and regulatory information requests.

Manage and grow a commercial banking client portfolio by acquiring prospects, deepening relationships, and delivering customized lending, deposit, and banking solutions. Advise clients on financial needs, structure complex credit solutions, monitor portfolio risk, and collaborate with credit and treasury specialists. Drive loan, deposit, fee-income, and retention goals while maintaining regulatory compliance and community relationships.

Designs and develops complex Salesforce solutions for digital banking, including Financial Services Cloud architecture, Apex automation, Lightning interfaces, integrations, security frameworks, AI capabilities, and CI/CD pipelines. Leads code quality, release governance, technical design, compliance modeling, testing, and developer mentorship. Requires extensive Salesforce experience in financial institutions, advanced Apex and integration expertise, multiple certifications, and knowledge of Salesforce AI technologies.

Develop and grow client relationships, generate revenue, provide investment and financial planning advice, conduct client reviews, and build referral partnerships. The advisor will support clients’ financial and estate-planning goals, communicate the firm’s value proposition, monitor market trends, recommend investment solutions, and drive business development within the community.