Top Tech Jobs & Startup Jobs

Leads the vision, roadmap, strategy, and optimization of payment products and services. Partners with senior leaders and cross-functional teams including engineering, design, marketing, compliance, legal, finance, risk, and support. Oversees customer discovery, pricing, vendor relationships, go-to-market planning, product analytics, resource coordination, training, and delivery of capabilities aligned with business goals.

Manages commercial real estate loan portfolio administration, including covenant monitoring, collateral documentation, credit memo support, loan closing and construction draw coordination, reporting integrity, nCino data management, policy compliance, and audit readiness. The role partners with Relationship Managers, Credit Administration, Operations, and legal teams to resolve exceptions, maintain accurate records, support risk management, and improve portfolio processes.

Supports Commercial Payments Optimization initiatives through training enablement, performance analytics, process improvement, strategy development, market research, sales materials, KPI tracking, and customer event coordination. The intern researches payment industry trends, summarizes data and stakeholder feedback, maintains dashboards, assists with planning and executive presentations, and develops recommendations under senior team guidance. The role provides exposure to commercial banking, treasury services, global banking, and commercial card operations.

Develop comprehensive financial plans for ultra-high-net-worth clients by analyzing income, expenses, investments, insurance, tax, estate, and trust information. Lead client meetings, identify goals, develop recommendations, present strategies, maintain accurate records in eMoney and Salesforce, coordinate follow-up activities, support advisors, and ensure compliance with banking policies and regulations.

Supports wealth business development by coordinating strategic projects, customer and prospect events, marketing initiatives, sponsorships, budgets, vendors, and cross-functional activities. Manages Salesforce and SharePoint resources, reporting, data quality, training, and business development insights. Partners with senior leaders, advisors, marketing, finance, procurement, compliance, and external vendors to execute initiatives, improve processes, and support pipeline growth while maintaining regulatory compliance.

Supports Financial Advisor teams by servicing client portfolios, onboarding customers, preparing transaction documentation, monitoring account activity and cash needs, coordinating client reviews, assisting with financial planning, resolving service issues, and executing transactions. The role also supports marketing initiatives, maintains accurate client records, identifies customer needs, and ensures compliance with bank policies, FINRA, SEC, and BSA/AML requirements.

Provide employee relations consultation including investigations, grievance resolution, performance management, policy delivery, workforce restructuring support, and data-driven analysis to ensure compliance and improve engagement.

Manages and analyzes the bank’s securities portfolio, selecting investments aligned with balance sheet, liquidity, credit, and interest-rate objectives. Monitors fixed-income and mortgage markets, performs credit and post-purchase analysis, and evaluates derivatives, hedging, tax credits, BOLI, and other investments. Provides macroeconomic updates, market intelligence, risk insights, and due diligence while collaborating with portfolio management and internal stakeholders.

Supports public finance investment banking through deal analytics, debt structuring, market research, refunding analysis, offering and closing documents, business development, proposals, reporting, and stakeholder coordination. The role also supports credit analysis, compliance with FINRA and SEC requirements, regulatory education, and relationship management with issuers, counsel, rating agencies, and internal teams.

Provides advanced credit risk analysis for CECL and stress test loss forecasting across commercial and consumer lending portfolios. Responsibilities include portfolio analysis, variance investigation, risk dashboards, model documentation, audit and validation support, and senior management reporting. The role also evaluates statistical forecasting methods, AI and machine learning applications, and process automation while partnering with credit risk, finance, and cross-functional stakeholders.