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Leads a financial services office by managing employees, client relationships, lending activities, compliance, profitability, growth, and service standards. Responsibilities include developing team members, retaining clients, soliciting new business, analyzing borrower creditworthiness, recommending loan decisions, coordinating performance management, and ensuring regulatory compliance. The role requires an established local-market book of business and extensive financial services experience.

Supports the firm’s BSA/AML program through regulatory reporting, including CTRs and SARs, OFAC and 314a monitoring, suspicious activity investigations, enhanced due diligence, risk mitigation, and compliance guidance. The role also provides client service, maintains regulatory knowledge, participates in training and projects, and supports financial-services operations.

Serves as a primary client contact for banking transactions, account opening and maintenance, client inquiries, compliance, risk management, referrals, and office operations. Provides personalized financial solutions, supports client relationships, monitors operational reports, and assists with team leadership and employee development. Requires extensive financial services experience, banking regulation knowledge, strong client service skills, and possible NMLS registration.

Drive treasury management sales by developing territory plans, generating business, managing pipelines, and designing customized payment and treasury solutions. Advise clients and sales teams on product functionality, pricing, technical requirements, ERP and treasury workstation integrations, and financial workflows. Lead presentations, demonstrations, RFP responses, negotiations, and executive-level engagements. Partner with Product Management to influence enhancements, monitor market trends, mentor colleagues, and support strategic growth initiatives.

Serve as a single touch point for clients, handling transactions, account openings, compliance, inquiries, and operational support. Provide distinctive client service, refer to specialty teams, manage reports, and support office operations while ensuring regulatory compliance and reducing firm risk.

Manages enterprise projects from planning through delivery, ensuring schedules, budgets, quality standards, governance, stakeholder communication, resource allocation, risk management, and issue resolution. Coordinates business and technical teams, tracks milestones, prepares status reports, manages change requests, supports requirements and design activities, and maintains project controls and compliance.

Manages enterprise and departmental projects from planning through delivery, ensuring schedule, budget, quality, governance, and stakeholder expectations are met. Coordinates resources, milestones, reporting, risks, dependencies, change requests, requirements, and project controls. Collaborates with business and technical stakeholders, supports system design requirements, maintains audit readiness, and resolves issues. Requires at least three years of broad technical and non-technical experience, including two or more years managing projects.

Serves as a primary client contact for banking services, handling transactions, account openings, maintenance, wires, debit cards, and issue resolution. Ensures regulatory and policy compliance, manages operational reports, assesses fraud and loss risks, and refers clients to specialized financial services. Supports office leadership and may coach team members, manage performance processes, and coordinate with Human Resources.

Leads all office operations, team development, client service, profitability, compliance, and business growth. Manages client relationships, develops new business, recommends lending decisions, oversees credit quality, achieves performance targets, and coordinates financial product referrals. Coaches employees, manages performance processes, supports regulatory compliance, resolves client issues, and maintains a productive work environment.

Leads first-line operational and technology risk management across banking operations. Oversees risk assessments, control evaluations, remediation plans, governance, reporting, regulatory alignment, and escalation of significant risks. Advises senior leadership on risk responses, change initiatives, emerging exposures, and control effectiveness while partnering with audit, compliance, security, legal, privacy, and third-party risk functions. Develops risk frameworks and promotes a sustainable risk culture.