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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.

Process and prepare loss mitigation legal agreements, audit and maintain loan files and reports, coordinate with attorneys and Consumer Loan Operations, resolve system issues, and support workout negotiations within departmental and investor guidelines.

Lead capital markets initiatives and provide corporate finance advice across industries, enhancing client relations and developing strategic insights while managing risks and guiding junior staff.

The Skip Tracing Specialist communicates with delinquent customers to resolve issues, provides customer service, and manages collections while adhering to regulations.

Assess and manage credit risk for assigned commercial portfolios, approve loans within delegated authority, provide constructive challenge to LOB underwriting, monitor portfolio trends, recommend policy changes, and support senior credit leadership and customer interactions. Ensure adherence to credit standards, escalations, and timely transfers to Special Assets as needed.

Supervise and mentor teams that onboard commercial clients, focusing on deposit and treasury management solutions. Manage workflow, ensure compliance, refine processes, resolve complex client issues, partner with internal LOBs, train staff, and drive service improvements while managing risk and performance.

Sell and service bank products to acquire, grow, and retain mass-affluent and Preferred Program customers. Use consultative sales processes, partner with financial center teams and Investment Executives for referrals, meet brokerage and referral goals, lead outreach and community events, and maintain compliance and risk controls while simplifying complex financial concepts for customers.

Perform daily account reconciliations (GL, deposit, trust/treasury), monitor exceptions, investigate and resolve discrepancies, maintain reconciliation design and automation integrity, support audits, identify process improvements, and assist with conversions, training, and special projects.