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Supports Relationship Managers with commercial banking sales, client servicing, prospect research, presentations, KYC due diligence, pricing analysis, deal screens, and opportunity memos. Develops direct client relationships, identifies business opportunities, conducts prospect outreach, and supports proposal negotiation and closure. The role includes structured training in commercial banking solutions, finance, credit analysis, and relationship management.

Lead and develop a team of licensed retail bankers to meet securities sales and fee-income goals. Coach, train, and conduct client meetings (solo and joint), manage sales planning, maintain product knowledge, handle client issues, run seminars, and build internal/external relationships while ensuring risk and compliance.

Lead and coach a team of licensed retail bankers to sell securities and investment products, manage client relationships, conduct joint and solo client meetings, achieve sales and fee-income goals, deliver training and seminars, and ensure compliance and risk management while providing comprehensive financial solutions within the assigned territory.

Manage a complex commercial loan portfolio: review financial statements, recommend credit decisions and structures, monitor risk, generate commitments, collaborate with relationship managers and credit analysts, mentor junior staff, and engage directly with clients.

Design and deliver scalable, secure enterprise software as a principal engineer on agile squads. Lead architecture, implement distributed systems and APIs, establish engineering standards, and build AI-enabled capabilities (LLMs, agentic workflows, orchestration). Mentor engineers, ensure observability and compliance, and partner with architecture, security, risk, and data teams to adopt responsible AI at scale.

Underwrite and monitor leveraged finance credit portfolios, prepare credit approval memos and review materials, track covenants, analyze financial statements, run projection and risk-rating models, identify emerging risks, maintain accurate credit data, and support portfolio reviews. The role also involves reporting, resolving documentation or analysis deficiencies, escalating concerns, and occasionally training new employees or assisting with special projects.

The Mortgage Sales Assistant facilitates communication between Mortgage Loan Originators and clients, assists with loan processing, and provides marketing support while ensuring compliance with regulations.

Supports institutional brokerage operations across fixed income, equity, and money market trading. Handles client onboarding, CIP and AML checks, trade entry and corrections, settlement, account maintenance, asset and money movements, collateral processing, entitlements, reporting, risk monitoring, compliance, audits, and vendor coordination. Provides training to junior staff while resolving time-sensitive operational issues with minimal supervision.

Manages commercial, consumer, mortgage, and vehicle collateral tracking, imaging, verification, storage, audits, lien releases, title maintenance, and document fulfillment. Coordinates with customers, attorneys, internal partners, and third-party custodians and vendors. Performs collateral research, system updates, reporting, quality checks, compliance activities, and loan servicing support while maintaining production and accuracy standards.

Sell and advise on treasury management and payment solutions to commercial clients. Build and manage a sales pipeline, cross-sell, deliver client service reviews, partner with relationship managers, resolve client issues, ensure proper documentation, and meet revenue and retention goals while managing risk and implementation timelines.