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Manages complex retirement plan client relationships, providing fiduciary, regulatory, legislative, plan design, and compliance guidance. Retains and grows an assigned book of business through consultative cross-selling, client education, service-provider coordination, and relationship management. Leads client reviews, fiduciary training, documentation, billing oversight, compliance activities, and strategic projects. Partners with advisors, vendors, and internal teams to improve client outcomes, engagement, satisfaction, and profitability.

Develops and manages profitable relationships with middle-market companies, typically generating $50 million to $500 million in annual sales. Responsibilities include business development, portfolio monitoring, credit and financial statement analysis, relationship strategy, client advisory, and coordination of treasury management, capital markets, wealth management, and credit partners. The role also supports lending decisions, risk management, pipeline tracking, client presentations, community engagement, and regional relationship development.

Leads renewable energy corporate banking initiatives, including client coverage, financial modeling, credit analysis, diligence, financing solutions, and client presentations. Coordinates stakeholders and live opportunities, ensures quality and compliance, mentors junior team members, supports origination, and improves processes and knowledge management. Requires commercial banking experience in renewables, strong underwriting and modeling skills, client communication expertise, and securities licenses.

Reviews and decisions fraud alerts, opens and prepares fraud cases, communicates with customers and bank personnel, escalates suspicious activity, processes fraud dispute claims, and supports fraud risk reduction. The role requires analytical judgment, regulatory awareness, detailed documentation, multitasking, customer service, and collaboration across business units and fraud operations teams.

Contacts delinquent mortgage and consumer-loan customers, evaluates financial circumstances and collateral risk, and negotiates loss-mitigation solutions such as repayment plans, forbearance, modifications, short sales, and deeds in lieu. The role performs skip tracing, documents collection activity, reviews foreclosure alternatives, ensures regulatory and investor compliance, and escalates complex accounts while providing customer support and administrative assistance.

Contacts delinquent mortgage and consumer-loan customers, evaluates financial and collateral circumstances, and negotiates loss-mitigation solutions such as repayment plans, modifications, short sales, and deeds in lieu. The role verifies documentation, quotes reinstatement and payoff amounts, performs skip tracing, follows mortgage, investor, insurer, and legal guidelines, records collection activity, escalates complex accounts, and supports process improvements.

Own and grow a commercial portfolio (companies ≥ $10M sales) through prospecting, relationship management, and consultative sales. Analyze financial statements and commercial credit, coordinate One Bank partners to deliver lending, treasury, and capital markets solutions, manage credit risk and portfolio quality, and represent the bank in community and industry forums.

Leads securities production and sales for a territory while coaching and developing licensed retail bankers. Conducts client appointments, recommends investment solutions, manages complex client relationships, drives securities fee income, supports referrals, and ensures sales, service, and risk goals are met. Delivers training, seminars, sales planning, performance tracking, and mentorship while maintaining strong internal and external relationships.

Underwrite and monitor commercial credit portfolios, prepare credit approval memos and review materials, analyze financial statements and projections, track covenants, assign risk ratings, identify emerging risks, maintain accurate credit data, and report findings to credit leadership and relationship teams. The role also supports portfolio reviews, special projects, and occasional employee onboarding.

Manages a commercial equipment finance loan portfolio through financial statement analysis, underwriting, covenant and collateral evaluation, risk rating, deal monitoring, renewals, amendments, and credit recommendations. Partners with Relationship Managers and Credit Risk, ensures policy and regulatory compliance, prepares portfolio reports for senior management, meets with clients, and mentors junior credit staff.