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Serves as a bank branch’s front-line customer service representative, opening consumer and commercial accounts, processing teller transactions, assisting with consumer loan applications, resolving customer inquiries, and recommending banking products. Maintains cash drawers, balances accounts, follows security and regulatory procedures, supports branch operations, and develops long-term client relationships.

Analyzes complex commercial credit requests, financial statements, cash flows, loan structures, collateral, and borrower risks. Prepares loan approvals, annual reviews, credit analyses, covenant compliance reviews, and reports. Partners with Commercial Loan Officers on customer calls and underwriting discussions, conducts third-party research, and provides creditworthiness recommendations. Mentors junior analysts and handles challenging assignments with limited oversight.

Manages wealth management compliance activities, including account reconciliations, regulatory reporting, compliance reviews, committee reports, RMD monitoring, ADV notices, and exception tracking. The role coaches team members, resolves complex compliance issues, improves processes, and provides backup for account opening, closing, and fee processing. Requires strong knowledge of investment and compliance regulations, analytical skills, attention to detail, and organizational ability.

Leads IT audit engagements by assessing technology and business-process risks, testing IT controls for SOX and regulatory compliance, documenting workpapers, and presenting findings and recommendations. Supports enterprise risk assessments, updates audit programs and policies, prepares control reports, and contributes to team development. The role requires strong communication, project management, IT governance knowledge, and experience with audit frameworks and financial services environments.

Serves as a bank branch’s frontline customer service representative by opening consumer and commercial accounts, processing teller transactions, balancing cash and accounts, assisting with consumer loans, resolving customer inquiries, and recommending banking products. The role also supports client onboarding, branch opening and closing, regulatory compliance, relationship building, and daily lobby and telephone service.

Analyzes credit and financial information to assess borrower and institution creditworthiness. Prepares credit summaries, recommendations, risk documents, and reports; monitors accounts, collateral covenants, market trends, and regulatory compliance. Supports loan approval decisions, fraud detection, quality assurance, credit policy updates, and communication of credit decisions to applicants and colleagues.

Develops and manages commercial banking relationships, including deposit and loan accounts. Performs credit analysis, approves loans within authority, monitors portfolios, recommends complex credits, cross-sells treasury and banking products, and ensures regulatory compliance. Builds new business, retains clients, analyzes market conditions, and mentors relationship managers, with potential progression into leadership.

Leads enterprise compensation strategy and governance, including executive, incentive, equity, and cash compensation programs. Advises HR leadership and the Board’s Compensation Committee, oversees committee materials, disclosures, benchmarking, regulatory compliance, modeling, and plan administration. Partners with legal counsel, consultants, Finance, Risk, and other stakeholders on compensation risks, policies, and programs. Manages the compensation team and ensures alignment with business strategy, regulatory requirements, market practices, and pay-for-performance objectives.

Serves as a senior branch customer service representative, opening commercial and consumer accounts, handling loan applications, resolving client issues, and developing long-term relationships. Supports branch sales goals through cross-selling, onboarding, client follow-up, and partner visits. May coach lobby associates, assist with sales reporting, back up teller operations, balance cash drawers, and support branch opening and closing procedures. Requires knowledge of banking products, treasury services, consumer lending, compliance, and customer service.

Advises commercial banking business lines on regulatory compliance, analyzes regulatory changes, assesses policies and controls, and supports remediation. Provides guidance on commercial deposit and lending laws, product development, disclosures, monitoring, risk assessments, training, and compliance projects. The role requires strong knowledge of consumer protection regulations, commercial lending, regulatory research, risk analysis, and compliance management systems.