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Manages a portfolio of middle-market banking clients, develops new business, and recommends lending, deposit, treasury management, capital markets, and other financial solutions. The role assesses client needs, manages complex credit relationships, supports loan closings, monitors credit quality, maintains compliance, and collaborates with internal banking partners. Responsibilities include meeting revenue goals, prospecting, relationship expansion, client support, and identifying risks. Some travel, including overnight stays, is required.

Develops and reconciles credit reporting and allowance for credit loss models; analyzes policy exceptions, financial statements, covenants, criticized assets, watch lists, and annual reviews. Ensures data quality, resolves reporting inconsistencies, supports audits and regulatory controls, improves processes, maintains business continuity plans, and leads selected Credit Systems projects. Collaborates across departments and communicates reporting findings to management, auditors, examiners, and vendors.

Advise clients and prospects on investments, retirement, and insurance; collect and analyze financial data; manage and deepen client relationships; prospect and generate business via referrals, cold calling, and partner coaching; coordinate with brokerage and bank partners, track sales activity, and maintain compliance with regulatory changes.

Advise new and existing personal-lines insurance clients, generate and close new business, quote and bind policies, cross-sell additional coverage, process service requests, manage renewals, maintain accurate client files, and provide ongoing account support while meeting sales and agency service standards.

Acquires and manages employee benefits clients through networking, prospecting, consultative selling, product education, and ongoing service. Analyzes benefit plans, recommends changes, supports sales partners, maintains prospect pipelines, coordinates with insurance carriers, and stays current on applicable regulations. The role requires employee benefits expertise, insurance licensing, and occasional regional travel within a defined market territory.

Acquires and manages employee benefits client relationships through networking, consultative selling, prospecting, product delivery, and client support. Analyzes benefit plans, recommends changes, educates employees, monitors relevant regulations, maintains sales pipelines, supports banking and benefits specialists, and coordinates with insurance carriers. Requires knowledge of medical, disability, life, dental, vision, voluntary, COBRA, and flexible spending products, along with occasional regional travel.

Provides sales support and client service for Property and Casualty insurance accounts. Manages service requests, claims advocacy, remarketing, account retention, and cross-selling of personal lines coverage. Advises clients on insurance needs, maintains accurate agency records, collaborates with advisors, bank partners, carriers, and management, resolves complex client issues, and supports service standards and operational efficiency.

Manages and grows a wealth management client portfolio by retaining relationships, increasing assets under management, generating referrals, and developing new business. Administers accounts, ensures regulatory and legal compliance, oversees onboarding and asset transfers, maintains financial plans, and coordinates investment and planning strategies with wealth partners. Requires strong relationship management, communication, sales, account administration, and financial planning skills, along with regional travel.

Support HR functions by maintaining HRIS data integrity, administering onboarding and performance systems, running Cognos reports, assisting audits and configuration, providing end-user support, managing HR supplies and administrative tasks, and contributing to system testing and process improvements.

Lead marketing analytics to optimize performance across digital and local channels. Analyze campaign metrics (CAC, LTV, ROI), manage audience segmentation and data flows, build dashboards, support testing, synthesize integrated insights for non-technical stakeholders, ensure data integrity and compliance within banking regulations.