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Manages private wealth client relationships, assesses financial goals and risk tolerance, develops and rebalances investment portfolios, prepares financial plans, provides investment advice, and develops new business opportunities through referrals and partnerships. Collaborates with private bankers, trust officers, and other wealth specialists while maintaining knowledge of financial markets and delivering tailored client service.

Processes commercial loan submissions, reviews financial and entity documentation, coordinates appraisals, title and UCC searches, prepares loan documents, and ensures closing requirements are met. The role collaborates with relationship managers, underwriters, legal counsel, and loan operations to resolve exceptions, maintain accuracy, and meet service-level expectations. Senior specialists additionally handle complex transactions, perform second-level reviews, support escalations, train staff, and improve procedures.

Manages relationships with financial institutions, funds, fund administrators, securities firms, and specialty finance companies. Drives new business, loan and deposit production, fee growth, underwriting, credit modeling, legal negotiations, portfolio management, and strategic client initiatives. Provides industry expertise, develops client relationships, manages complex credits, and supports origination of $20 million to $100 million-plus lending transactions. Success is measured through production, portfolio, fee, and delinquency targets.

Supports community lending and investment strategies for underserved communities through commercial and small business lending. Partners with relationship managers, community organizations, executives, and internal stakeholders to identify growth opportunities, manage lending initiatives, and develop business relationships. Facilitates technology enhancements, analyzes lending and investment data, monitors KPIs, prepares reports, and supports strategic business development activities aligned with underwriting requirements and organizational goals.

Provides operational and technical support for fiduciary tax administration and IRA compliance within Wealth Management. Responsibilities include coordinating tax preparation, tracking filings and payments, reviewing tax classifications and account documentation, determining RMD requirements, resolving IRS notices, and advising internal partners on fiduciary tax and retirement regulations. The role collaborates with external tax preparers, Wealth Advisors, Middle Office, and Operations teams to ensure accurate, timely, and compliant account administration.

Supports Retirement Plan Services team members and advisory clients through client onboarding, account maintenance, fee reconciliation, reporting, client material preparation, and service delivery monitoring. Coordinates with Sales, Relationship Management, Finance, Operations, and Product teams; maintains client data in Salesforce and RPAG; assists with project initiatives, documentation, implementation, training, and administrative support.

Owns governance for critical credit and lending data across the bank. Defines metadata, standards, ownership, and data quality controls; resolves defects; documents lineage; supports regulatory compliance and risk reporting; and partners with business, technology, and risk teams. The role also contributes to system modernization, change management, reporting accuracy, and enterprise data strategy initiatives.

Leads leveraged finance strategy, business development, transaction origination, structuring, underwriting, and portfolio performance. Focuses on sponsor-backed, healthcare finance, leveraged buyout, recapitalization, refinancing, and complex debt transactions. Builds relationships with private equity sponsors and clients, partners with banking, credit, risk, and capital markets teams, presents recommendations to senior leadership, monitors portfolio risks, and develops team talent.

Generates agricultural loan and deposit business through prospecting, consultative selling, relationship expansion, and community involvement. Evaluates loan requests, maintains credit quality and pricing, manages customer portfolios, monitors risk and delinquencies, and develops client relationships. Requires strong commercial agriculture lending, sales, negotiation, financial analysis, communication, and banking compliance knowledge.

Supports high-net-worth wealth advisors by delivering high-touch client service, resolving complex inquiries, maintaining CRM and confidential records, assisting with proposals and financial plans, conducting market research, coordinating meetings and travel, supporting events, and identifying business development opportunities while ensuring regulatory compliance.