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Assists with financial analysis and recurring regulatory reporting filings. Prepares disclosures and analytical reports, monitors reporting deadlines, maintains chart-of-accounts information, supports financial data systems, researches performance trends, and recommends process improvements to strengthen reporting accuracy and compliance. Collaborates with business managers, finance teams, regulatory agencies, and senior stakeholders while identifying and managing reporting risks.

Conduct KYC and AML due diligence throughout client relationships, manage onboarding documentation, assess client risk appetite, perform enhanced due diligence, identify and escalate financial crime concerns, and support regulatory compliance. Partner with business lines, clients, Financial Crimes Compliance, and risk teams to resolve issues, improve controls, complete reviews, and maintain effective communication with minimal supervision.

Manages and oversees closely held and nonmarketable assets within trusts, estates, and foundations. Responsibilities include portfolio administration, financial analysis, asset valuation, corporate actions, transaction support, client and advisor communication, fiduciary compliance, risk escalation, documentation, reporting, and cross-functional collaboration with legal, tax, risk, and operations teams.

Lead sales and coaching for a team of licensed retail bankers, manage and grow client relationships, sell full-range securities and investment products, conduct client and team meetings, deliver training and seminars, track sales performance, and ensure compliance and risk management while achieving revenue and client experience goals.

Coordinates Treasury Management product implementations and maintenance requests for commercial banking clients. Acts as a liaison among clients, financial centers, relationship managers, Treasury Management Officers, Operations, Product, and IT teams. Reviews documentation, submits implementation forms, coordinates training, maintains CRM information, identifies potential fraud, resolves customer issues within service-level agreements, and ensures compliance with bank policies and quality standards.

Acquire, grow, and retain mass-affluent and Preferred Program customers through consultative sales. Advise customers on financial solutions, meet investment/referral goals, partner with financial center teams, and maintain required licenses and compliance.

Sell, grow, and retain mass-affluent and Preferred Program bank customers using consultative sales. Build trusted relationships, meet investment/referral goals, coordinate with financial center partners, maintain product knowledge, and ensure compliance and SAFE/NMLS registration.

Acquire, grow, and retain mass-affluent and Preferred Program customers through consultative sales. Provide needs-based financial solutions, meet investment sales and referral goals, maintain product knowledge, collaborate with financial center partners, and comply with regulatory and risk requirements.

Acquire, grow, and retain mass affluent and Preferred Program banking customers through consultative sales, needs assessments, referrals, and product solutions. Meet investment sales and referral goals, partner with financial center teams, maintain product knowledge, and ensure regulatory and risk compliance.

Sell, retain, and grow relationships with Preferred Program and mass affluent customers by delivering consultative financial advice, meeting investment and referral goals, partnering with financial center teams, and ensuring compliance and excellent customer experience.