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Support Relationship Managers with sales and servicing activities, perform financial and credit risk analysis, prepare client presentations and pricing models, collect KYC information, assist prospecting and business development, and progress through structured training toward greater client engagement and deal advancement.

Sell and manage commercial banking relationships for mid-to-large companies, driving profitable new business and cross-sell of loans, treasury, and capital markets. Perform financial statement analysis and credit assessment, coordinate One Bank partners for tailored solutions, monitor portfolio risk, and represent the bank in community and industry activities.

Underwrite and monitor commercial loans by performing financial and risk analysis, preparing credit approval memos, running projection and risk-rating models, tracking covenants, generating portfolio reports, and supporting portfolio reviews and special projects.

Prepare, audit, and review closing documents for conventional, construction, and government residential mortgage loans. Communicate with title/escrow and loan originators, approve funding, prepare disbursements, perform post-closing audits and delivery, maintain HMDA worksheet sections, review funding/exception reports, and assist in training and escalation duties.

Facilitate securities registration by reviewing and reconciling documentation, processing FINRA filings, advising on licensing and fingerprinting, tracking records, analyzing trends, recommending process improvements, and supporting internal and external partners while handling confidential data.

Perform brokerage and insurance regulatory supervision, ensuring compliance with transactions, managing risks, and reviewing sales processes and practices.

Underwrite and monitor commercial credit for financial institutions: prepare credit approval memos, run financial and projection models, track covenants, perform portfolio reporting and risk ratings, and ensure credit data accuracy while escalating emerging risks.

Manage and oversee closely held and nonmarketable assets within fiduciary structures. Perform financial analysis, valuations, portfolio monitoring, and support corporate actions. Coordinate with clients and internal teams to ensure fiduciary, regulatory, and risk compliance and execute operational documentation and reporting.

Acquire, grow, and retain mass-affluent and Preferred Program customers through consultative sales. Deliver needs-based financial solutions, meet sales and referral goals, partner with internal teams, maintain product knowledge, host outreach events, and ensure compliance with policies and risk controls.

Handle commercial customer interactions via phone and email, provide accurate information on low-complexity commercial products (wire, ACH, statements, lockbox, vault, Go-ID), create CRM service requests, escalate appropriately, meet call center quality and performance standards, and continually learn bank products.