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Review commercial loan files for completeness and regulatory compliance, examine collateral/title/UCC/insurance, identify and enter or remove covenant exceptions, ensure lien perfection, stay current on regulations, and assist with special projects.

Manage and monitor an assigned SBA loan portfolio (primarily 7(a)), perform reviews and eligibility checks, collect and assess borrower financials, handle past-due and high-risk loans, prepare reports, ensure SBA compliance, and coordinate with Special Assets and internal partners to mitigate risk and drive portfolio performance.

Lead new business development and grow an existing portfolio of treasury management clients to drive fee income, deposits, and product penetration. Prepare pricing/profitability models, proposals, RFPs and presentations; coordinate implementations and product demos; maintain CRM data and client reviews; cross-sell merchant services and refer opportunities internally. Ensure regulatory compliance, collaborate with internal partners, and represent the bank professionally.

Support Treasury Management sales and implementations by coordinating demos, proposals, pricing models, RFPs and client reviews; manage CRM data, monitor implementations, qualify retail small-business referrals, and provide subject-matter expertise while maintaining client communication and regulatory compliance.

Prepare comprehensive financial plans by gathering client data, entering and analyzing information in planning software, and reviewing results with Wealth Advisors and clients. Maintain knowledge of tax law, obtain relevant certifications, support Wealth Advisors in promoting planning services, and perform Financial Planning Specialist I duties as needed.

Lead and manage full-cycle recruiting for director-level and above, supervise a team of recruiters, develop sourcing strategies, partner with hiring managers and HRBPs, ensure compliance, improve processes, maintain ATS data, and coach recruiters to meet hiring goals and candidate experience standards.

Support Credit Administration by preparing and distributing executive, pipeline, opportunity memo, portfolio, and reserve meeting packages; upload and update records in nCino; pull CLEAR and credit reports; maintain exception reports; perform site administrative tasks and special projects.

The Treasury Management Sales Analyst supports sales by coordinating implementations, maintaining client relationships, and assisting with financial proposals and product demonstrations.

Partner with treasury and payments leadership to develop and execute integrated B2B marketing campaigns, sales enablement, content, and analytics to drive deposit growth and payments adoption. Manage campaign execution, collateral, performance reporting, and cross-functional alignment to support product launches, sales outreach, and brand consistency.

The Treasury Management Executive manages fee income and product penetration, develops new business, and maintains client relationships. Responsibilities include sales calls, proposals, client reviews, and CRM data management.