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Sell and cross-sell bank products to new and existing commercial customers, open and maintain accounts, identify sales opportunities, perform telemarketing, ensure regulatory and documentation compliance (CIP, ChexSystems, OFAC), participate in sales training and community outreach, and meet personal and center sales goals.

Manage a portfolio of commercial and commercial real estate clients to originate loans, deposits, and banking products. Support department sales and service efforts, ensure compliance with bank policies and laws, assist with audits and CRA objectives, and promote customer experience while meeting departmental growth and earnings goals.

Support the Credit Manager by processing and reviewing loan requests for completeness and regulatory compliance, obtaining signatures, preparing invoices, providing phone support to customers and internal stakeholders, cross-training on Experian credit functions, and maintaining knowledge of bank loan policies and applicable laws.

Support portfolio, relationship, and center managers in soliciting and retaining customer relationships. Analyze customer financial needs, assist credit and product presentations, meet deposit and loan goals, ensure compliance with bank policies, participate in community outreach, and provide sales and operational support to achieve center targets.

Perform timely investigations and disposition of payments fraud alerts (ACH, wires, account takeover, identity theft, spoofing, check fraud). Document cases, coordinate with banks and law enforcement, monitor fraud systems, analyze transactional data, escalate and resolve issues, and provide fraud trend reporting and mitigation recommendations while ensuring regulatory compliance.

Perform basic credit analysis including spreading financial statements and tax returns, tax analysis, compliance monitoring, tickler tracking, and annual term loan reviews. Prepare preliminary financial analyses, use Moody's tools and Excel, review credit files for completeness, support Credit Management Department staff, and deliver work within service level timelines.

Manage a portfolio of commercial clients to grow loans, deposits, and other banking products; support Center sales and service efforts, ensure retention and new relationship growth, ensure compliance with bank policies and regulatory requirements, assist with budgeting, audits, CRA objectives, and community outreach.

Manage a portfolio of commercial and commercial real estate clients to generate loans, deposits, and other bank products. Support department sales/service efforts, ensure compliance with banking policies, assist with audits and CRA objectives, participate in community activities, and meet department growth and earnings goals.

Support lending compliance monitoring and reviews for consumer, mortgage, and commercial loans. Ensure adherence to federal/state laws (ECOA, FCRA/FACTA, HMDA, RESPA, TILA, etc.), maintain HMDA/CRA data, track and resolve compliance issues, assist with audits/examinations, and provide guidance to departments. Perform file reviews, data validation, and participate in special projects and training.

Develops, tests, deploys, and maintains automated workflows and scripts using RPA and Power Platform tools. Collaborates with business units to design process improvements, monitors automation performance, troubleshoots issues, documents changes, supports DR/BCP testing, and ensures change management and compliance.