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Supports Treasury Management clients through phone and email by resolving escalated inquiries, researching issues in bank systems, managing requests, and coordinating with product and technical teams. Provides expertise on treasury products, supports risk mitigation and process improvements, assists with operational duties and projects, and maintains compliance with bank policies and regulations.

Own the end-to-end lifecycle, strategy, profitability, pricing, and performance of consumer card products. Lead market research, partnerships, customer feedback initiatives, go-to-market planning, and cross-functional product delivery. Collaborate with marketing, sales, operations, and technology teams while mentoring junior employees and ensuring products meet customer and financial objectives.

Leads commercial credit underwriting and portfolio management for middle-market clients. Oversees credit approvals, risk ratings, covenant compliance, relationship reviews, portfolio reporting, policy exceptions, and post-approval modifications. Partners with relationship managers, analysts, associates, and special assets teams to evaluate risks, negotiate credit agreements, identify cross-sell opportunities, and improve client solutions. Manages client relationships, conducts site visits, monitors economic and industry trends, and leads portfolio initiatives.

Manages and deepens consumer and small-business banking relationships through proactive outreach, needs discovery, referrals, account opening, and banking transactions. Handles deposits, withdrawals, wire transfers, teller activities, and client requests while ensuring regulatory compliance and accurate documentation. Supports community awareness events, customer service, operational duties, and business development. Requires banking product knowledge, strong communication, relationship-management, cash-handling, problem-solving, and organizational skills.

Generates and manages affluent and high-net-worth clients, serving as the primary relationship manager and client strategist. Coordinates investment, banking, trust, mortgage, and financial planning specialists to deliver comprehensive wealth management solutions. Prospects through centers of influence, associations, community activities, and commercial banking partnerships. Recommends solutions, manages ongoing client communications, and supports team development and client retention.

Develop financial models and capitalization scenarios, prepare market updates, pitches, presentations, and transaction materials, and support due diligence for syndicated loan and high-yield capital markets transactions. Participate in legal and client calls, analyze market conditions and comparable transactions, manage multiple workstreams, communicate findings, and mentor incoming analysts.

The Senior Relationship Manager develops and manages middle-market commercial banking relationships for companies with $25 million to $500 million in revenue. Responsibilities include acquiring clients, growing loans and deposits, managing portfolios, identifying financial solutions, overseeing deals, meeting sales goals, managing credit and operational risks, and partnering across the bank. The role requires strong commercial banking, credit underwriting, financial analysis, networking, communication, and relationship-management skills.

Manage a corporate banking client portfolio, advise C-suite decision-makers, develop customized financial solutions, generate business, and cross-sell banking products. Structure, underwrite, and monitor credit transactions while ensuring regulatory compliance. Lead client pitches and negotiations, maintain strong engagement, mentor junior colleagues, and contribute to a high-performing corporate banking team.

Lead enterprise solution architecture for critical initiatives, designing secure, resilient, and scalable platforms across cloud, infrastructure, applications, networking, and security. Collaborate with business and technology stakeholders, guide Agile delivery squads, present designs to architecture governance boards, support production incident resolution, evaluate emerging technologies, and align solutions with long-term enterprise standards. The role requires extensive AWS, integration, API, microservices, deployment-model, payment-solution, and financial-services experience.

Supports risk-based IT audits across planning, fieldwork, testing, documentation, and reporting. Assesses technology risks and internal control design and effectiveness, performs SOX walkthroughs and testing, communicates technical issues, and prepares audit workpapers. Uses audit, AI, data visualization, and office productivity tools while collaborating with technical and non-technical stakeholders. The role also contributes to risk assessments and develops knowledge of financial services regulations and industry frameworks.