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Prepare comprehensive financial plans by gathering client data, entering and analyzing information in planning software, and reviewing results with Wealth Advisors and clients. Maintain knowledge of tax law, obtain relevant certifications, support Wealth Advisors in promoting planning services, and perform Financial Planning Specialist I duties as needed.

Lead new business development and manage an existing portfolio of treasury clients to drive fee income, deposit growth and product penetration. Prepare pricing/profitability models, proposals, RFPs and presentations; coordinate implementations, demos and contract negotiations; maintain CRM data and conduct client reviews. Cross-sell merchant services and refer opportunities internally while ensuring regulatory compliance and strong client relationships.

Administer associate benefits by maintaining accurate HRIS/payroll/vendor data, performing reconciliations, tracking expenses, supporting billing/enrollment/compliance, coordinating with vendors, maintaining documentation for audits, assisting wellness programs and renewals, and responding to associate inquiries.

Lead and manage full-cycle recruiting for director-level and above, supervise a team of recruiters, develop sourcing strategies, partner with hiring managers and HRBPs, ensure compliance, improve processes, maintain ATS data, and coach recruiters to meet hiring goals and candidate experience standards.

Support Credit Administration by preparing and distributing executive, pipeline, opportunity memo, portfolio, and reserve meeting packages; upload and update records in nCino; pull CLEAR and credit reports; maintain exception reports; perform site administrative tasks and special projects.

Partner with treasury and payments leadership to develop and execute integrated B2B marketing campaigns, sales enablement, content, and analytics to drive deposit growth and payments adoption. Manage campaign execution, collateral, performance reporting, and cross-functional alignment to support product launches, sales outreach, and brand consistency.

The Treasury Management Executive manages fee income and product penetration, develops new business, and maintains client relationships. Responsibilities include sales calls, proposals, client reviews, and CRM data management.

The Commercial Portfolio Manager II manages a loan portfolio, ensures credit policy compliance, conducts financial analysis, engages clients, and evaluates financing opportunities.

Revenue-driven SBA business developer responsible for originating and closing SBA 7(a) loans across a multi-state territory. Build referral networks, act as internal SBA subject-matter expert, partner with bankers and credit teams, manage pipeline, promote SBA products (7a, 504, Capline, Express), and support underwriting through closing while pursuing cross-sell opportunities and community outreach.

The Managing Director leads Wealth Management, drives new business growth, ensures client satisfaction, manages team performance, and fosters relationships for long-term retention.