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Investigates suspected fraud and suspicious banking activity, documents findings, files Suspicious Activity Reports, and performs supplemental reviews. The role mitigates losses by placing account holds, recommending closures, restricting payment channels, and coordinating with relationship officers, BSA/AML, corporate investigations, and senior bank officials. It also maintains case files and tracking reports, supports quality reviews and system testing, assists with staff training, and ensures compliance with Bank Secrecy Act, Regulation CC, and banking recordkeeping requirements.

Provides personalized financial advice, investment strategies, and wealth solutions to mass affluent and high-net-worth clients. Assesses client needs and risk tolerance, develops financial plans, presents investment products, processes trades and money movement, ensures regulatory and fiduciary compliance, and supports referral and investment goals. Builds prospective client relationships through consultative sales, community involvement, financial-center events, and regional client meetings.

Provides administrative and transactional support to commercial banking clients and Relationship Managers. Responsibilities include client inquiries, account documentation, loan materials, onboarding, account monitoring, payments, transfers, workflow coordination, and fraud-monitoring support. The role uses nCino and Salesforce, collaborates with underwriting and compliance teams, and maintains knowledge of banking products while ensuring accurate, compliant client service.

Manages existing and prospective clients by assessing investment needs, developing personalized financial plans, and presenting wealth and investment solutions. Conducts consultative sales, processes trade orders and money movement, completes regulatory paperwork, supports referral goals, and builds business through community engagement. The role serves mass-affluent clients across financial centers and requires regional travel to meet clients.

Regional Wealth Managers lead Wealth Management Teams, focusing on profitability, sales, regulatory compliance, and client service across multiple markets. They ensure performance against goals and develop community relations to generate new business.

Manages daily bank operations for a documentation-focused service area, including staffing, budgets, risk controls, compliance, procedures, service levels, workflow analysis, and process improvements. Oversees employees, resolves operational and system issues, coordinates technology and vendor enhancements, supports mergers and consolidations, tests disaster recovery capabilities, and advises on loan and deposit documentation requirements. Requires extensive banking operations experience, regulatory knowledge, analytical ability, and cross-functional leadership.

Supports distributed technology systems, Tier 2+ users, IT asset lifecycle management, software and hardware inventory accuracy, license compliance, audits, reporting, and process improvement. Administers ServiceNow SAM Pro and HAM Pro and uses Snow License Manager to reconcile assets, entitlements, and discovery data. Assists with infrastructure implementation, documentation, vulnerability management, technology deployments, hardware refreshes, and software optimization while collaborating with technology, procurement, finance, and security teams.

Serves as a subject matter expert on complex associate relations matters, leading sensitive workplace investigations and advising leaders on performance, terminations, conflict resolution, compliance, and risk mitigation. Partners with Legal, Compliance, Risk Management, Internal Audit, and HR leadership; analyzes employee relations trends; delivers training; mentors peers; and improves related policies and processes.

Manages a commercial loan portfolio of wholesale banking relationships, performing credit analysis, underwriting, risk assessments, annual reviews, covenant monitoring, documentation review, and regulatory compliance. Partners with relationship managers and credit teams on new lending opportunities, portfolio growth, client servicing, and cross-selling ancillary banking products. The role evaluates financial statements, tax returns, collateral, borrower performance, and industry conditions while maintaining accurate loan records and resolving documentation exceptions.

Prepares and reviews complex consumer, commercial, and real estate loan documentation across multiple states. Ensures compliance with banking regulations, lien perfection, title requirements, and internal policies. Coordinates with lenders, attorneys, vendors, and customers to resolve documentation or closing issues. Tracks workflow, performs quality reviews, supports loan imaging, mentors documentation analysts, and provides backup supervisory coverage while meeting service-level expectations.