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The Commercial Portfolio Group Manager leads a team responsible for underwriting and managing a Wholesale Banking loan portfolio. Duties include coordinating credit requests, overseeing underwriting accuracy, collaborating with management and partners, monitoring portfolio health, and conducting market analyses and reporting.

The Senior Investment Consultant is responsible for advising high net worth clients on investment strategies to meet their financial goals. Responsibilities include conducting suitability reviews, recommending investment products, ensuring compliance with regulations, and maintaining client relationships through regular updates and documentation.

The Commercial Client Administrator provides administrative and operational support to Relationship Managers, focusing on customer service, loan document administration, and issue resolution. Responsibilities include processing transactions, maintaining loan documentation, and coordinating communications between clients and service departments.

The Manager of Diversity, Equity, and Inclusion is responsible for creating and implementing DEI initiatives, enhancing company culture, and developing strategic partnerships. This role involves analyzing metrics for DEI programs, managing communication strategies, and monitoring community engagement efforts to ensure inclusivity and belonging across the organization.

The Investment Assistant supports Financial Advisors by providing excellent service to clients, assisting in account management, scheduling appointments, training bankers, and identifying investment opportunities. Key responsibilities include maintaining client relationships, executing trades, and ensuring compliance with industry regulations.

The CRE Portfolio Manager evaluates commercial real estate loan applications, manages a portfolio of accounts, and performs detailed financial analysis to assess credit quality. They collaborate closely with relationship bankers, conduct market analyses, and ensure compliance with loan documentation. This role requires monitoring loan performance and risk ratings, directly contributing to the approval of complex transactions within a defined portfolio.

The Investment Assistant 2 provides support for Financial Advisors by delivering exceptional client service, assisting in account management and maintenance, uncovering investment opportunities, and ensuring compliance with industry regulations. They also conduct research, resolve account discrepancies, and facilitate investment transactions for clients.