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Review, research, and resolve client fraud and dispute claims while ensuring regulatory compliance and accurate documentation. Conduct interviews, issue client notifications, adjust accounts, identify recoverable transactions, and initiate merchant chargebacks. Provide empathetic client service, collaborate across teams, maintain auditable records, and contribute to process improvements.

Provides commercial lending support to relationship managers and banking clients. Reviews and funds loans, manages portfolio exceptions, processes overdrafts and lines-of-credit withdrawals, coordinates loan closings, and communicates with attorneys, insurers, title companies, and other professionals. Assists with appraisals, flood determinations, UCC filings, and OFAC-related processes. Requires banking customer service experience, client specialist experience, Microsoft Office proficiency, and familiarity with LaserPro and loan documentation.

Defines, prioritizes, and delivers data analytics and AI-enabled products supporting enterprise reporting and data-driven decisions. Acts as the liaison among business stakeholders, data engineering, analytics, platform, and data science teams. Establishes product direction, identifies AI and machine learning opportunities, ensures alignment with strategic objectives and data governance standards, and manages multiple initiatives and stakeholder groups.

Manages enterprise email security controls and investigates suspicious messages, phishing, social engineering, business email compromise, and related threats. Responsibilities include triaging reports, analyzing headers and URLs, reviewing Proofpoint alerts and quarantines, troubleshooting email delivery, supporting incident response, containing malicious messages, documenting evidence, and collaborating with identity, endpoint, messaging, and security teams. The role also supports digital risk protection, email authentication controls, threat escalation, process improvements, and after-hours response.

Provides technical support for Treasury Management products by handling incoming service requests, resolving client issues, navigating multiple systems, delivering training, and recommending needs-based products. Maintains advanced product knowledge, follows banking audit and security policies, coordinates with sales, product, and implementation teams, and tracks recurring issues to identify process improvements and client risks.

Develops and maintains full-stack .NET applications for wealth management. Responsibilities include designing and normalizing data sets, building data extraction and loading processes, coding, testing, debugging, documenting, implementing, and supporting software applications. Requires expertise in C#, ASP.NET, .NET Core, API development, cloud technologies, and Agile methodologies. The role is onsite and involves up to 5% domestic travel.

Develops and executes Treasury Management sales strategies for existing, new, and prospective commercial clients. Drives revenue and sales goals through networking, client needs analysis, product proposals, working capital analysis, and partnership with Relationship Managers. Provides treasury product demonstrations and training, supports onboarding, manages analyst workloads, tracks implementation timelines, and prepares reports for management. Requires strong knowledge of treasury products, pricing, payment and receivable processes, and cash flow analysis.

Develop and grow client relationships, generate revenue, and provide financial advice, investment solutions, and estate-planning guidance. Build referral partnerships with bank employees and external centers of influence, conduct client meetings and annual reviews, assess changing financial objectives, and coordinate services across financial planning, brokerage, trust, insurance, and family office teams. Support business development through community engagement and communicate the firm’s value proposition.

Supports Relationship Managers serving high-net-worth and consumer clients through banking operations, account opening, loan processing, client service, product recommendations, cross-selling, portfolio support, and prospect development. Manages smaller accounts as a primary contact, identifies client needs, coordinates with internal wealth partners, maintains client records and schedules, and assists with sales strategies and deal closing. Occasional evening or weekend client entertainment may be required.

Conduct complex enhanced due diligence and financial crime investigations for client relationships. Analyze transactions and large data sets for suspicious activity, document findings, recommend risk ratings or account closures, review prospective clients during onboarding, support regulatory examinations and audits, and assist with training and departmental assignments.