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Lead enterprise deposit pricing governance, own pricing models, provide strategic pricing analysis and recommendations, produce recurring portfolio reports, lead pricing committees, partner with Treasury and Strategic Finance, manage team performance and development, and coordinate third-party pricing analytics.

Manage and grow a portfolio of business and individual clients through relationship management, credit analysis and loan origination. Cross-sell deposit, treasury and investment products, approve loans within authority, ensure regulatory compliance, and refer clients to specialty teams (Trust, Investments, Insurance) while proactively soliciting new business.

Perform credit analysis and underwriting for new and renewed credit requests, manage ongoing portfolio reviews, prepare underwriting documentation, evaluate financial statements, cash flow, collateral and covenants, monitor risk ratings, support Financial Advisors, and ensure timely credit reviews and compliance with banking regulations.

Provide credit analysis and underwriting for new and renewed credit requests, manage ongoing portfolio reviews, prepare underwriting documentation, evaluate collateral and cash flows, monitor covenants and borrowing bases, and support Financial Advisors. Deliver client service, participate in credit decisions, complete periodic credit reviews, and refer clients to other bank services as appropriate.

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.

Manage and grow a portfolio of business and individual clients by delivering high-touch service, soliciting new relationships, cross-selling deposit, loan, and investment products, analyzing creditworthiness, approving loans within authority, ensuring regulatory compliance, and referring clients to specialty areas. Maintain product knowledge, meet KPIs, participate in training, and may require mortgage (NMLS) and/or FINRA licensing.

Manage and grow a portfolio of business and individual clients by providing banking, lending, deposit and basic investment services. Analyze creditworthiness, approve loans within authority, cross-sell products, ensure regulatory compliance, and proactively solicit new relationships while collaborating with specialty teams (Trust, Investments, Treasury).

The Pricing Analytics Analyst supports pricing governance, conducts financial analyses, manages profitability models, and collaborates with senior management on financial stability.

Support Financial Advisors by processing and closing loans, opening and servicing deposit accounts, monitoring portfolio risk, ensuring data accuracy and compliance, resolving client inquiries, coordinating with credit analysts and advisors, and referring clients to specialty services to deliver accurate, timely, and compliant client service.

Performs day-to-day operational tasks for charge-off accounts and collections, including logging, batching, keying transactions, and balancing general ledger accounts. Processes client account initiations, maintenance, and terminations, responds to collections business partner and client inquiries, and follows established policies and risk controls.