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Supports Wealth Management Advisors serving high-net-worth clients with more than $2 million in investable assets. Assists with client service, consultative financial planning, relationship development, prospecting, revenue growth, risk management, issue resolution, CRM documentation, and coordination with outside advisors. Builds investment and financial product expertise while developing a personal client pipeline and book of business, with an expected progression to Wealth Management Advisor I within 18–24 months.

Analyzes banking adjustment, reconciliation, and processing workflows; identifies control and production issues; recommends process improvements, automation, and efficiency enhancements. Serves as a subject matter expert during application implementations, testing, conversions, and issue resolution. Trains onshore and offshore teams, supports quality and production improvements, reviews procedures and controls, analyzes operational data, tracks action plans, and reports progress and recommendations to management.

The Credit Analyst II supports Portfolio Managers in credit underwriting and monitoring, performs financial analysis, and prepares risk assessments. Responsibilities include running models, verifying compliance, and reporting on portfolio health.

Completes a management-training program with rotations supporting Middle Market commercial banking. Performs credit underwriting, financial and cash-flow analysis, portfolio monitoring, covenant updates, probability-of-default modeling, deal profitability assessment, client presentations, prospect qualification, and opportunity memo preparation. Partners with Portfolio and Relationship Managers, attends formal training, completes eLearning, and develops commercial banking expertise for a permanent sales or credit role.

Reviews and processes vendor invoices, fee requests, checks, wires, and charge-offs related to mortgage and consumer default accounts. Posts funds, monitors billing inboxes and unapplied balances, prepares reports, obtains approvals, and follows investor, legal, compliance, and confidentiality requirements. The role works under close supervision in a team-oriented office environment and may require overtime.

The role involves onboarding corporate clients, managing relationships, promoting banking products, and providing financial advice to ensure client satisfaction and business growth.

Lead leveraged finance sales and trading activities, develop institutional investor relationships, sell and trade syndicated loans, and support complex capital markets transactions. Partner with relationship managers, investment bankers, and commercial leadership to identify opportunities, make underwriting decisions, originate and close transactions, provide market insight, and lead and mentor teams across a growing financial services business.

Processes and settles securities transactions, verifies trade and settlement information, executes market instructions, manages cash movements, reconciles positions, investigates settlement failures, and resolves internal and external inquiries. The role handles high-value transactions, supports risk and quality controls, serves as a departmental subject matter expert, communicates with counterparties and vendors, and assists with team cross-training.

Drive growth with national, regional, and dealer group partners for indirect auto lending. Build and maintain dealer relationships, train dealership personnel and reps, track applications and performance metrics, resolve customer issues, support regional sales leadership, and expand market penetration while managing risk and compliance.

Manages a commercial loan portfolio for financial institution clients, reviewing financial statements, projections, covenants, collateral, risk ratings, and creditworthiness. Oversees underwriting, approvals, renewals, modifications, documentation, and regulatory compliance while partnering with Relationship Managers and Credit Risk. Prepares credit recommendations, portfolio reports, and executive presentations; identifies emerging risks and industry trends; supports client meetings; and mentors junior credit analysts.