Top Tech Jobs & Startup Jobs

Partner with Business Banking Relationship Managers to originate and manage SBA loans for small businesses ($3–10M revenue). Drive new business via COIs and community engagement, support underwriting and documentation, ensure regulatory compliance, maintain client relationships, and cross-sell bank products to grow portfolio and meet sales goals.

Provide investment solutions and holistic financial planning to Mass Affluent clients ($50k+; primary focus $250k–$2M), grow and expand client relationships, attain sales and referral goals, partner with branch teams and Centers of Influence, coordinate investment product delivery, coach branch personnel, and comply with regulatory and company policies.