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The Strategy Manager supports the Chief Strategy Officer and Chief Operating Officer by coordinating strategic planning, quarterly performance reviews, enterprise initiatives, and executive reporting. Responsibilities include financial modeling, business-case development, market and competitor analysis, performance dashboards, scenario analysis, and strategic recommendations. The role translates enterprise priorities into actionable plans, tracks execution risks, coordinates cross-functional teams, and prepares executive- and Board-ready materials while influencing stakeholders without direct authority.

Manages business risk and controls for commercial payments, treasury management, and deposit products. Assesses control frameworks, designs and tests controls, remediates findings, monitors risk indicators, develops reporting, supports regulatory compliance, and coordinates with first- and second-line risk teams. The role also supports change management, process documentation, audits, and risk-related projects across payment and deposit operations.

Coordinates Treasury Management sales opportunities, product demonstrations, pricing models, proposals, client reviews, and new client implementations. Maintains CRM data, manages implementation workflows, supports small-business referrals, addresses complex client questions, and recommends financial solutions. Requires strong communication, banking and treasury management knowledge, client relationship skills, regulatory awareness, and the ability to travel as needed.

The Treasury Management Portfolio Manager manages client portfolios, driving fee income and product penetration through sales calls and client reviews, ensuring effective implementations and ongoing relationship management.

Leads commercial, wealth management, and treasury activities within a banking market. Manages commercial loan portfolios, assesses risk, generates revenue through loans and deposits, develops client and community relationships, and identifies new business opportunities. The role represents the bank at community events, ensures lending compliance, coordinates cross-functional sales efforts, and coaches market sales staff. Requires extensive banking experience, commercial banking and wealth management expertise, and frequent local market engagement.

Performs high-volume general ledger and bank reconciliations, resolves outstanding reconciliation items, prepares accounts receivable client invoices and internal billing reports, and completes accounting data entry. Provides backup across accounting functions while working accurately under deadlines. Requires an Associate's degree in Accounting, strong Excel and Microsoft Office skills, knowledge of accounting principles, and strong organizational and communication abilities.

Leads budgeting, forecasting, financial planning tool administration, reporting, financial modeling, scenario analysis, and process automation. Partners with executive leadership, business lines, Treasury, and Asset Liability Management to deliver actionable financial insights and support strategic decisions. Oversees month-end models and data, improves reporting efficiency, ensures model risk documentation, and leads cross-functional initiatives. Requires five or more years of progressively responsible FP&A, finance, accounting, treasury, asset liability management, or financial systems experience.

Leads enterprise stress testing and quantitative risk modeling across loan, deposit, capital, and liquidity portfolios. Develops scenario analyses, forecasting models, and proprietary methodologies using statistical modeling, machine learning, Monte Carlo simulation, Python, and SQL. Evaluates model performance, supports governance and validation, provides independent challenge, and communicates portfolio risks and analytical findings to senior management, risk committees, and cross-functional partners.

Reviews commercial loan files and portfolios to assess credit risk, loan quality, collateral, financial performance, and compliance. Performs stress testing, reporting, quality control, due diligence, risk-grade meeting facilitation, and project management. Supports third-party reviews, administers the loan review system, prepares management reports, and trains and mentors junior analysts.

Leads commercial relationship management, business development, loan portfolio oversight, credit analysis, loan structuring, and customer servicing. Develops new business through referrals and calling programs, cross-sells banking services, monitors loan quality and repayment, identifies problem loans, presents loans to approval committees, and coaches Relationship Managers and Portfolio Managers. Requires strong financial analysis, sales, decision-making, communication, and mentoring skills.