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Drives Treasury Management sales, deposit acquisition, revenue growth, and relationship expansion across commercial and middle-market clients. Develops strategic sales plans, prospects for new business, advises executives on payment, liquidity, fraud prevention, and working capital solutions, and leads complex proposals and RFP responses. Partners with Relationship Managers and internal teams, manages sales pipelines and forecasts, prepares pricing and profitability analyses, and provides market intelligence while maintaining regulatory compliance.

Leads complex, cross-functional banking projects from initiation through rollout and closure. Manages scope, schedules, budgets, risks, dependencies, requirements, testing, vendors, implementation, and stakeholder communications. Supports portfolio governance, regulatory and audit readiness, project-management standards, and PMO capability development. Uses AI and productivity tools to accelerate project work while validating results and maintaining professional judgment.

Reviews personal and business new-account files for completeness, accuracy, policy adherence, and regulatory compliance. Verifies customer information, products, codes, CIP documentation, reports, and scanned files; manages account ticklers and maintenance activities; performs audits; prepares required customer disclosures and CD interest checks; and supports internal employees. The role also contributes to process improvements using AI-driven tools, automation, and technology-assisted controls.

Senior banking officer responsible for market brand, P&L, loan and deposit growth, commercial relationship development, staff hiring/training/performance, budgeting, BSA/AML compliance, and community representation to drive profitability and market presence.