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Support comprehensive financial planning for high-net-worth and affluent clients by gathering financial data, preparing plan projections and recommendations, participating in client meetings, coordinating with internal specialists, and maintaining compliance. Assist Wealth Advisors and Senior Planners with client deliverables, monitoring plan progress, and identifying business development and cross-selling opportunities.

Manage and grow a portfolio of commercial clients by originating and structuring loans, deposits, and treasury management relationships; prepare credit applications; present credit requests; oversee documentation, compliance, and client service; cross-sell banking products; develop business through community engagement and lead generation.

Manage and grow a portfolio of commercial real estate clients by originating, structuring, pricing, documenting, and monitoring loan and deposit relationships; coordinate credit administration, present credit requests for approval, cross-sell bank services, mentor junior lenders, and participate in community and business development.

Support Commercial Portfolio Managers by preparing financial spreads, models, industry overviews, loan summaries, pricing and profitability analyses, and monitoring client financial performance and covenants. Learn and use bank systems, assist ancillary product teams, and help produce credit recommendations and documentation.