Top Tech Jobs & Startup Jobs

Manage a moderate commercial loan portfolio, originate loans, business deposit and treasury products, maintain asset quality and collections, refer prospects to Wealth Management, and may supervise junior commercial lenders.

Handle customer inquiries and disputes related to debit/credit cards, investigate and document fraud cases, monitor risk reports, analyze card activity and trends, process chargebacks and representments per card network rules, follow up with customers, assist banking staff, and issue replacement cards while maintaining confidentiality and excellent customer service.

Lead primary and secondary research to generate actionable customer, market, brand, and competitive insights. Own voice-of-customer and brand tracking, deploy AI research tools, manage vendors, and partner with marketing and business leaders to apply insights to strategy and campaigns.

Provide expert wealth planning and investment advice for high-net-worth clients, develop and implement comprehensive wealth plans covering investments, insurance, tax, trusts, estate and philanthropic strategies, manage portfolio construction and cash flows, coordinate with advisors and insurance partners, perform regulatory investment reviews, and generate new business while representing the bank in the community and maintaining strict confidentiality.

Manage a large commercial loan portfolio, originate and market loans, deposits, and treasury services, maintain asset quality and collections, develop new business relationships, refer prospects to wealth management, and negotiate complex loan structures with minimal supervision.