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Perform SBA loan underwriting and credit analysis, evaluate financial statements and collateral, prepare credit memos (OM/CCAR), ensure SBA eligibility and compliance, collaborate with lending and closing teams, monitor portfolio metrics and prepare reviews, and maintain familiarity with bank and SBA systems and policies.

The GRC Analyst ensures effective implementation of information security controls, monitors compliance, manages projects, and supports risk assessments while collaborating with stakeholders to enhance security protocols.

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.

The Regional President leads commercial and wealth management, ensuring profitability and collaboration across services while enhancing customer experience and managing risks.

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.