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Lead reporting and analytics for BSA/AML/OFAC and fraud investigations: source, analyze, and visualize complex data; deliver regulatory reports; automate reporting; manage data pipelines; mentor teammates; and collaborate with stakeholders to drive data quality and analytics strategy.

Provide fiduciary and estate planning advice to high-net-worth clients, collaborate with relationship teams and external advisors, manage trust administration and fiduciary risk, lead client onboarding and retention, identify revenue and planning opportunities, and ensure compliance with fiduciary policies and regulatory requirements.

Serve branch clients by processing transactions, identifying financial wellness opportunities, educating clients on digital tools, meeting sales and activity goals, handling cash securely, and partnering with teammates to deepen client relationships. Role includes in-person and proactive outreach, occasional facilitation of huddles, Saturday work as directed, and adherence to compliance and security procedures.

Support KIS sales force and clients by processing high-volume trades, handling account maintenance, resolving client issues, managing RMDs, and identifying sales opportunities. Provide strong customer service, follow up on order executions, assist with marketing and cross-train across service teams.

Lead Specialists perform research and adjustments for client accounts, resolve discrepancies, provide excellent customer service, and support process improvements.

Provide production support and first-level escalation for RTP and wire transfers, researching transactions, managing investigations, communicating with internal and external partners, performing secondary reviews on large transfers, identifying suspicious activity, developing procedures and reporting, training staff, and improving processes to meet SLA and regulatory requirements.

Provide transactional servicing and cash handling while identifying client financial needs, offering tailored financial wellness recommendations, meeting sales and activity goals, educating clients on digital channels, and supporting branch operations and compliance in an office-based branch role.

The Lockbox Extractor Specialist manages incoming customer payment mail by preparing, extracting, sorting, and accurately keying data, ensuring high quality and adherence to operational standards.

Lead a delivery-focused team in Enterprise Data and Information Services to manage Data Supply Chain initiatives, own end-to-end delivery, run Agile practices, coordinate cross-team work, manage 24/7 production support and vulnerability remediation, drive larger data initiatives, and communicate changes to stakeholders.

The Sr Fiduciary Strategist advises high-net-worth clients on fiduciary matters, develops client relationships, analyzes estate planning documents, and collaborates with advisors to optimize client services while managing risks and ensuring compliance with fiduciary responsibilities.