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As a Commercial Lending Relationship Manager II, you will build client relationships, expand loan portfolios, conduct financial analyses, and collaborate on loan transactions. You'll manage loan approvals, portfolio reviews, and promote cross-selling opportunities to drive business growth.

The Commercial Lending Relationship Manager I develops client relationships and sells financial products, manages loan delinquency, collaborates with the Credit Department, and advises borrowers on finances.

The Community Office Manager II oversees branch operations, builds client relationships, promotes financial solutions, and develops a high-performing team to drive business growth and ensure customer satisfaction.

Serve as first point of contact for clients via phone, chat, email and secure messaging; troubleshoot account, deposit, loan and digital product issues; execute transactions, research and resolve problems, perform follow-ups, cross-sell products and refer to specialists, and maintain knowledge of bank policies and service/sales goals.

Provide administrative and operational support for the appraisal process: gather courthouse/property documentation, review appraisals for regulatory compliance, track orders and third-party activity, coordinate appraisers, and assist loan staff with comparable property data and evaluation records.

Serve as the first point of contact for clients via phone, chat, email and secure messaging. Research and resolve account, deposit, loan, and digital product issues, execute transactions, follow up with customers, cross-sell products, refer specialists, and maintain knowledge of policies to meet service and sales goals.

Manage and grow a commercial loan portfolio by building client relationships, underwriting moderately complex loans, conducting credit reviews, advising business clients on financial strategies, and collaborating with internal teams to deliver tailored banking solutions. Spend significant time (≈60%) in the field driving business development.

The Commercial Lending Relationship Manager III manages a loan portfolio, builds client relationships, advises on financial strategies, and collaborates with teams to ensure effective lending solutions, while maintaining risk and portfolio health.

Support the Compliance team by assisting with compliance reviews, regulatory reporting (HMDA/CRA), data quality checks, research, policy updates, and special compliance projects to ensure regulatory adherence and process improvement.

Support Wealth Advisors with client service, account administration, compliance, and business development while completing FINRA and insurance licensing. Gain experience in wealth planning, investment management, trust services, and begin working with clients under supervision as licensing milestones are met.