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Supports wealth management advisors and high-net-worth clients through relationship management, client service, sales support, onboarding, account transactions, compliance reviews, risk mitigation, and issue resolution. Coordinates meetings and events, prepares client materials, processes recurring receipts and distributions, ensures adherence to policies and regulations, and mentors newer associates. The role requires strong communication, organization, multitasking, financial services experience, and completion of a wealth management certification within one year.

Process and prepare mailed checks for deposit for lockbox clients: sort mail, extract payments, perform data entry per SOPs, operate high-speed imaging/OPEX equipment, reconcile electronic and paper records, verify checks, conduct research, maintain confidentiality and HIPAA compliance, and support team members.

Supports commercial credit monitoring and portfolio management by analyzing borrower and guarantor financial information, calculating financial ratios, testing covenants, reviewing loan documentation, and completing post-closing loan reviews. The role prepares reports, assesses financial statements and credit histories, monitors compliance, supports credit administration projects, reviews borrowing base certificates, and mentors less experienced analysts while maintaining accuracy and confidentiality.

Processes debit card payment exceptions, fraud and ATM disputes, reconciliations, adjustments, returns, recoveries, and provisional credits in compliance with regulations. Balances debit card settlement and general ledger accounts, monitors ATM functionality and cash balances, investigates discrepancies, coordinates with internal teams, vendors, and clients, and supports training and service improvements.

Manages commercial borrowing relationships, develops new business, cross-sells banking services, analyzes financial data, structures and negotiates credit transactions, and oversees loan portfolios. Responsibilities include maintaining loan quality, pursuing repayments, identifying problem loans, presenting loans for approval, generating management reports, supporting business development, and potentially coaching or training other relationship managers. Requires strong sales, communication, credit analysis, financial analysis, and decision-making skills.

Supports wealth management advisors and high-net-worth clients through daily service, client onboarding and offboarding, meeting preparation, recurring receipts and distributions, sales opportunity coordination, compliance reviews, risk mitigation, and client communications. The role requires accurate account administration, adherence to policies and regulations, strong organization, multitasking, and completion of a wealth management certification within one year.

Manages commercial borrowing relationships, develops new business, cross-sells banking services, analyzes financial data, structures and negotiates credit transactions, and oversees loan portfolios. Responsibilities include maintaining loan quality, pursuing repayment, identifying problem loans, presenting loans for approval, generating management reports, and supporting or coaching other relationship managers and commercial portfolio managers.

Manages relationships with high-net-worth individuals, families, foundations, and endowments. Oversees a client book, develops comprehensive financial strategies with investment, planning, tax, estate, portfolio, and banking specialists, and provides ongoing account reviews and service. Identifies new business opportunities, makes recommendations aligned with financial plans, ensures operational and regulatory compliance, resolves issues, and collaborates with internal teams to meet client objectives.

Prepares and executes commercial loan lien releases, researches collateral documentation, obtains required information, processes recorded satisfaction documents, updates core systems, and resolves release-related exceptions. The role supports audits, follows financial institution regulations and policies, communicates with borrowers and internal parties, and assists with special projects.

Reconcile core applications, correspondent banks, general ledger and internal checking accounts. Prepare cash, official check, trust account, documentary stamp, and financial institution reconciliations; investigate discrepancies, coordinate clearing entries, support bank conversions, and assist internal and external audits. Maintain accuracy, confidentiality, and timely completion while analyzing numerical data and operating under time pressure.