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Supports commercial banking executives with loan origination and credit portfolio management. Responsibilities include structuring transactions, analyzing financial statements, conducting due diligence, assessing credit risk, preparing deal presentations, recommending risk ratings, monitoring covenants, and supporting renewals and credit reviews. The role requires commercial lending underwriting expertise, financial modeling, strong communication skills, and proficiency with Microsoft Office and banking systems.

Supports wealth advisors with financial planning relationships, client service, transactions, research, financial plans, presentations, account administration, compliance, and daily office workflows. The role requires strong communication, analytical, organizational, and client-interaction skills, along with computer literacy and spreadsheet proficiency. A related bachelor’s degree or equivalent experience is required; FINRA licenses are preferred but not required. The position is office-based with limited local travel.

Provides investment and financial planning guidance to bank customers, executes investment transactions, and develops new and existing client relationships. The role manages an assigned book of business, cultivates financial planning relationships, supports bank growth, and conducts client meetings through branch, telephone, and face-to-face interactions. Local travel between assigned branch offices may be required. The position has no supervisory responsibilities.

Conducts quality assurance reviews of banking data, transactions, documentation, controls, and maintenance changes for policy and regulatory compliance. Tracks corrective actions, identifies recurring issues, supports audits and examinations, and processes legal documents including subpoenas, levies, and garnishments. Coordinates with attorneys, external agencies, legal teams, and internal departments to provide timely records and responses.

Provides onboarding, maintenance, and operational support for commercial digital banking services, including ACH, wire origination, Remote Deposit Capture, and online banking platforms. Reviews customer documentation, manages user access and approval controls, resolves service issues, monitors risk indicators, and ensures compliance with banking regulations and internal controls. Partners with bankers, Treasury Management, Fraud, Compliance, branches, and Deposit Operations while maintaining records and supporting audits, testing, procedures, and training materials.

Build and grow client relationships, assess financial goals and risk tolerance, develop tailored financial plans, execute investment transactions compliantly, and partner with retail branch teams. The role requires financial sales experience, securities and insurance licenses, strong communication, ethical conduct, and periodic local travel to assigned branch offices. It is an office-based, salaried position with commission eligibility and no supervisory responsibility.

Processes deposit operations transactions, including overdraft return files, disputes, general ledger balancing, Social Security income verifications, Federal Reserve check adjustments, ACH returns, chargebacks, and bank research requests. Maintains service standards and turnaround times while providing customer service. Requires organization, multitasking, data-entry skills, and proficiency with Microsoft Office. This is a full-time, non-supervisory office role with no telework and limited local travel.

Manages the bank’s first-line operational risk program, quality assurance reviews, risk assessments, control testing, issue remediation, regulatory reporting, and audit support. Leads QA staff, monitors risk metrics and emerging risks, maintains policies and controls, and partners with Compliance, Internal Audit, Enterprise Risk Management, and business leaders. The role also oversees HMDA, CRA, and Section 1071 data collection activities and supports operational resilience and process improvement.

Leads a portfolio management team overseeing commercial loan processing, underwriting, renewals, covenant tracking, closings, delinquency management, watch-list reporting, and credit risk assessment. Manages complex commercial real estate and commercial and industrial transactions, coordinates with lenders and internal departments, improves lending policies, supervises staff, and supports business development and sales activities.

Supports Wealth Management leadership through office management, communications, business performance reporting, meeting and event coordination, vendor coordination, and administrative tasks. Assists professional staff by preparing financial plans and presentations and supporting client relationships. The role requires strong organization, communication, analytical, computer, and spreadsheet skills in an on-site office environment.