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Provides strategic sales support for Treasury Management teams by analyzing client data, identifying revenue and cross-sell opportunities, preparing pricing proposals and RFP responses, coordinating relationship reviews, and supporting client presentations. Advises sales officers on product utilization, online security, compliance, and service enhancements while maintaining expertise in Treasury Management products, pricing, banking operations, and commercial relationships.

Conducts independent credit risk reviews of complex commercial loans and portfolios, evaluating underwriting, loan structure, risk ratings, documentation, servicing, and problem-loan management. Validates borrower information, collateral, and credit quality; prepares risk assessments; communicates findings and recommendations to management; manages follow-up actions; participates in committees; mentors junior reviewers; and supports continuous improvement of the loan review function.

Supports commercial loan and deposit portfolios through credit analysis, underwriting, loan structuring, risk grading, covenant monitoring, compliance review, and portfolio servicing. Prepares commercial loan packages and credit memoranda, guides requests through approval, clears documentation deficiencies, assists with credit presentations, and partners with Relationship Managers, Credit Administration, and Loan Operations. Provides client support while ensuring adherence to lending policies, BSA/AML requirements, and state and federal regulations.

Supports Treasury Management Sales Officers as a treasury solutions expert and consultative sales partner. Leads client discovery, designs complex payments, receivables, payables, liquidity, reporting, connectivity, and fraud-prevention solutions, and develops business requirements for product enhancements. Coordinates implementations, training, pricing, product strategy, vendor management, competitive analysis, and cross-functional delivery while supporting revenue growth and client relationships.

Develops commercial banking business, manages loan and deposit portfolios, builds client relationships, underwrites and analyzes credit requests, prepares loan packages, services accounts, ensures regulatory and policy compliance, manages risk grades and pricing, and cross-sells banking products. The role also resolves client issues, collaborates with internal banking partners, and supports community relationship development.

Supports commercial loan and deposit portfolios through credit analysis, underwriting, loan structuring, risk grading, covenant monitoring, compliance, documentation review, and portfolio servicing. Prepares commercial loan packages and credit memoranda, guides requests through approval, assists Relationship Managers with client and committee presentations, and ensures adherence to lending regulations, bank policies, BSA, AML, CIP, and OFAC requirements.

Delivers and develops credit-focused training programs, coaches employees, analyzes credit and course data, consults with bank workgroups, and supports learning initiatives related to lending, systems, operations, sales, products, policies, and regulations. The role also manages training records, materials, compliance, relationships, and occasional travel for workshops, meetings, site visits, and merger support.

Provides phone and email support for Treasury Management products and services, researches and resolves client inquiries, maintains documentation and tracking logs, supports product usage and basic sales activities, and ensures regulatory and service-level compliance. The role also assists with testing, data mapping, conversion projects, internal staff support, and identifying additional client needs.

Provide telephone and email support for Treasury Management clients, researching and resolving product, service, account analysis, and online banking issues. Maintain client documentation, tracking logs, compliance procedures, and implementation timelines. Support Treasury Management sales, identify client needs, advise on security and product enhancements, and assist with testing, data mapping, conversions, and special projects.

Manages a commercial loan and relationship portfolio by collecting financial documentation, supporting credit analysis and loan renewals, monitoring covenants, collateral exceptions, past-due accounts, maturities, and classified loans. Coordinates with commercial lenders, credit administration, loan review teams, lending assistants, clients, and CPAs. Processes credit workflows, supports client banking needs, attends meetings and closings as needed, ensures regulatory compliance, and assists with special projects and marketing efforts.