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Analyze credit information, structure and sign off loans, monitor portfolio performance, assess credit risk, recommend capital allocation, support business development, maintain client relationships, ensure regulatory compliance, and use financial analysis to minimize risk and grow equipment finance portfolios.

The Director, Principal Relationship Manager manages key client relationships and drives business development for the Commercial Emerging Middle Market Group, focusing on significant revenue generation and strategic deal structuring.

Serve as primary relationship manager for HNW and UHNW clients, delivering integrated wealth management including credit, lending, investments, and financial planning. Drive business development, cross-selling, and team coordination; create client proposals, lead reviews, ensure regulatory compliance and risk management, and produce reporting and change-management deliverables.

The VP, Specialty Finance Officer manages key client relationships and drives revenue through business development, strategic problem-solving, and high-value deal structuring. This role involves oversight of credit approvals, client advocacy, market strategies, and ensuring compliance with regulations, while delivering exceptional service to high-value clients.

The role involves developing machine learning models, translating analytics into business insights, driving innovation, and collaborating across teams to deliver data solutions.

The VP, Senior Relationship Manager facilitates growth in the Emerging Middle Market by managing key client relationships, driving revenue generation, and developing new business strategies. Responsibilities include structuring complex deals, providing strategic advice, and ensuring compliance while leveraging market insights to expand client portfolios.

Serve as primary relationship manager for HNW/UHNW clients delivering integrated banking, credit, investment and holistic financial planning. Lead business development, cross-selling, and client retention; coordinate multi-disciplinary teams to design portfolios, lending solutions, and tax/trust/insurance strategies. Oversee reporting, risk management, regulatory compliance, change initiatives, and mentor junior team members while driving regional sales targets and enterprise-level strategic initiatives.

The VP, SBA Specialty Finance Officer will drive business growth through client relationship management, deal structuring, and market strategy development. Responsibilities include resolving client issues, securing credit approvals, cross-selling products, and ensuring compliance with regulatory standards. The role emphasizes revenue generation, strategic advice, and market trend analysis.

The role focuses on business development, client relationship management, and sales within the Emerging Middle Market. Responsibilities include structuring deals, managing client portfolios, and driving revenue growth by leveraging market strategies and cross-selling bank products.

Lead business development and manage key commercial client relationships ($10M–$50M revenue), structure complex deals, secure credit approvals, cross-sell banking products, analyze market trends, ensure compliance, and drive portfolio growth and ROE while collaborating with internal stakeholders and senior leadership.