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Manage fiduciary accounts as trustee/executor/administrator/conservator/guardian; serve as primary relationship manager, administer accounts compliantly, conduct account reviews, coordinate discretionary actions, provide high-level client service, and escalate complex issues to leadership.

Manage and grow a portfolio of wealth management clients under senior mentorship. Serve as primary client liaison, support onboarding, prepare meeting materials, review accounts for compliance, deliver financial guidance, participate in sales training, and ensure adherence to regulatory and internal policies while fostering client relationships and expanding assets.

Manages Deposit Account Services and Governance operations, including customer information file maintenance, core system updates, specialty product administration, documentation controls, regulatory compliance, interest rate programs, KPI reporting, and process improvements. Leads recruitment, training, coaching, performance management, engagement, and succession planning for the team while collaborating with Retail Administration, Commercial Support, Treasury, Customer Care, and enterprise deposit services managers.

Processes mailed checks and lockbox deposits by sorting incoming mail, preparing payment batches, entering data, verifying checks, reconciling electronic and paper records, researching non-routine issues, and validating check images using Opex equipment. Maintains accuracy, confidentiality, HIPAA compliance, and customer-specific procedures while supporting team members and meeting production deadlines.

Processes mailed checks and lockbox deposits by sorting mail, preparing payment batches, entering data, verifying checks, reconciling documentation, researching exceptions, and operating high-speed imaging equipment. The role maintains production accuracy, follows client procedures, validates check images, protects confidential and HIPAA-related information, and supports team members.

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 approving and presenting loans, monitoring repayment and problem loans, generating management reports, supporting business development, and potentially coaching relationship-management associates.

Manages consumer payments and deposits risk and compliance frameworks, including control assessments, testing, monitoring, regulatory change implementation, issue remediation, risk reporting, and enterprise risk management support. Advises business lines on consumer banking regulations, operational risk, control design, business resiliency, and process improvements. Leads collaboration between business teams and second-line risk functions and manages a team of associates.

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 execute SOX compliance testing and ICFR evaluations, perform risk assessments and control testing, document controls, identify deficiencies and remediation plans, coordinate with external auditors, train staff, and report SOX compliance status to management and the Audit Committee.

Administer associate benefits by maintaining accurate HRIS/payroll/vendor data, performing reconciliations, tracking expenses, supporting billing/enrollment/compliance, coordinating with vendors, maintaining documentation for audits, assisting wellness programs and renewals, and responding to associate inquiries.