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Manage onboarding and implementation of treasury products for new and existing clients. Serve as subject matter expert, coordinate cross-functional teams, communicate with clients about testing and file formats (ACH/NACHA/CSV), mentor other implementation specialists, and ensure timely, accurate project delivery and client support for services like Positive Pay and Lockbox.

Provide high-level executive support including calendar and travel management, drafting communications and presentation materials, meeting coordination and minute-taking, scheduling interviews, expense reporting, visitor handling, office supply management, and backup support for corporate events and other executive assistants.

The Financial Relationship Consultant role involves managing customer relationships, transactional banking, and offering tailored financial solutions while ensuring compliance with regulations.

Design, implement, and automate IAM solutions using SailPoint IdentityNow, SCIM and REST APIs, PAM, AD/Azure/AWS, and scripting. Onboard applications, troubleshoot identity/access issues, and maintain integration documentation.

Process and monitor daily ACH transactions and files, handle returns, stop payments, reclaims, and rejected entries. Prepare and maintain ACH reports and records, assist with ACH origination and service setups, and respond to internal and external inquiries while supporting management with operational duties.

Lead complex investigations of suspicious and criminal activity against the bank, customers, and employees. Conduct research, interviews, and documentation; prepare SARs; collaborate with law enforcement and regulators; recommend internal control improvements; assist in asset recovery; train staff and advise senior management on fraud trends.

Manage deposit operations including refunds, stop payments, dormant account removals, credit card rebates, transaction monitoring, and regulatory audit support. Ensure accurate money movements, compliance with NACHA and wire/ACH rules, and maintain confidentiality of customer PII.

The Portfolio Manager II manages the underwriting process for credit requests, maximizes portfolio performance, and ensures quality customer service while identifying risks and cross-sell opportunities.

Support Corporate & Investment Banking coverage by reviewing financial statements, building financial spreads and models, preparing credit memos, creating pitch books, monitoring deal pipelines, supporting portfolio reviews and closing processes, conducting research, and maintaining Salesforce records while mentoring junior analysts.

The Sr Private Client Advisor is responsible for managing client relationships, generating new clients, and providing complex investment solutions for affluent individuals, while collaborating with team specialists for a comprehensive wealth management approach.