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Lead and develop a team of licensed retail bankers to achieve securities sales and fee income goals. Coach and train bankers, conduct client meetings and joint appointments, manage sales planning and reporting, handle client needs, and run seminars to grow business while maintaining compliance and positive client experiences.

Senior Portfolio Manager oversees a complex commercial loan portfolio through financial analysis, risk assessment, monitoring, underwriting, and client interaction. Partners with Relationship Managers and Credit Risk on structuring, pricing, ratings, and documentation. Leads portfolio reviews, escalations, reporting, and coaching of junior staff while ensuring compliance with credit policy and regulatory guidelines.

Coach, train and develop licensed retail bankers while selling a full range of securities products. Manage client meetings, close sales, drive team and personal sales goals, maintain product knowledge, prepare sales reports, conduct seminars, and cultivate internal and external client relationships. Ensure compliance with policies and manage risk while supporting client needs across the assigned territory.

Investigate, monitor and report potential financial crimes and fraud. Review system alerts, analyze suspicious activity, prepare reports, escalate issues, support business units, and ensure compliance with BSA/AML, OFAC and CIP requirements.

Sell securities and investment products while coaching and developing licensed retail bankers. Conduct client meetings and joint appointments, drive sales planning and referral growth, run seminars, prepare sales reports, and maintain strong internal and external relationships. Ensure compliance with policies, manage risk, and achieve securities fee income targets within assigned territory.

Lead and develop a team of licensed retail bankers to sell securities and investment products, coach bankers through individual and group sessions, conduct client meetings and sales, manage sales planning and reporting, maintain client relationships, and ensure compliance with policies and risk controls. Travel within assigned territory required.

Lead and coach licensed retail bankers to sell securities and investment products, manage complex client relationships, conduct client meetings and seminars, drive sales and fee income targets, prepare sales reports, ensure compliance and risk management, and travel within assigned territory.

Sell and manage commercial equipment leases: originate and structure lease transactions, perform credit and financial analysis, coordinate equipment appraisal and documentation, ensure regulatory and tax compliance, and maintain client relationships while mentoring junior leasing representatives.

The Senior Commercial Portfolio Manager manages a portfolio of commercial accounts, recommends credit decisions, collaborates with teams, and ensures risk management while mentoring junior staff.

Provide front-line support for relationship managers on complex custody accounts, verify and approve daily processing, resolve client and operational issues, ensure regulatory compliance, mentor team members, and partner with internal and external stakeholders on global custody activities and reconciliations.