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Supports commercial loan and deposit portfolios via underwriting, portfolio management, and client service while ensuring compliance with regulations and policies.

Perform daily deposit account monitoring and investigations, resolve adjustment inquiries and exception reports, manage the Courtesy Overdraft Privilege program, ensure regulatory compliance (Reg CC, Reg DD, FCRA), process interest adjustments and ChexSystems disputes, collaborate with branches and other teams, and maintain accuracy and confidentiality while meeting productivity goals.

Support Relationship Managers by underwriting and managing commercial and CRE loan portfolios. Analyze financials, compile loan packages and credit memos, monitor risk grading and covenants, ensure regulatory and documentation compliance, assist with credit approvals and portfolio servicing, and maintain client and internal relationships.

Serve customers as a Financial Sales Representative by performing personal banker duties: open accounts, identify needs, refer services, resolve complaints, ensure compliance, promote self-service technology, and support branch operations.

Provide legal and administrative support to in-house attorneys, conduct legal research, manage litigation and discovery, draft and file legal documents, assist with due diligence and legal holds, and help administer legal platforms and policies across bank departments.

Lead the Customer Risk unit to implement and manage BSA/AML customer risk programs. Oversee identification, due diligence, monitoring, and periodic review of high-risk relationships, manage staff and workflows, maintain records and metrics, collaborate with business lines, support audits/examinations, train staff, and ensure regulatory compliance with BSA/AML/OFAC requirements.

Manage commercial depository accounts, onboard new clients, promote depository and treasury products, resolve customer issues, ensure regulatory compliance, support business development with Commercial Relationship Managers, and expand deposit base while servicing loans and consumer needs.

Responsible for developing new business, managing a loan and deposit portfolio, analyzing credit worthiness, and ensuring compliance with regulations while providing superior client service.

The role focuses on developing relationships, managing loan portfolios, ensuring compliance, and promoting bank products to commercial clients.

Develop new commercial banking relationships in a metropolitan market, manage and service an entry-level loan and deposit portfolio, underwrite and analyze creditworthiness, compile complete loan packages, price products, ensure regulatory and policy compliance, collaborate with internal partners, and cross-sell bank products while mitigating risk and providing superior client service.