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Supports Relationship Managers by analyzing commercial borrowers and prospects, evaluating credit risk, preparing credit authorizations, spreading financial statements, developing projections and financial models, and completing credit administration, compliance, and documentation tasks. Reviews business financial reports, prepares borrower presentations, monitors problem loans, and assists with related department projects.

Leads cross-functional discovery to define business problems, data needs, requirements, solution options, roadmaps, and delivery work. Partners with business and technology teams to evaluate data solutions, document processes and decisions, coordinate dependencies, support prioritization, and validate outcomes. Performs targeted technical discovery using SQL, data models, reports, APIs, workflows, and data-profiling tools, with limited prototyping as needed. Promotes reusable data concepts, governance, documentation, ownership, adoption, and support.

Learns and performs securities and insurance sales, trading, and sales-assistant functions. Accepts customer orders, opens and services investment accounts, conducts client fact-finding, researches investment alternatives, prepares presentations, supports recommendations, obtains trade bids and offers, executes transactions, maintains documentation, and ensures compliance with securities regulations and banking practices.