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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.

Lead new business development and manage an existing portfolio of treasury clients to drive fee income, deposit growth and product penetration. Prepare pricing/profitability models, proposals, RFPs and presentations; coordinate implementations, demos and contract negotiations; maintain CRM data and conduct client reviews. Cross-sell merchant services and refer opportunities internally while ensuring regulatory compliance and strong client relationships.

Develop and execute sourcing strategies and employer branding to build talent pipelines, engage passive candidates, and support recruiters and hiring managers. Source via databases, social media and outreach; manage candidate records and sourcing metrics; run employer brand campaigns and trainings; track market trends and provide recruitment marketplace feedback.

Lead end-to-end planning, execution, and delivery of large, cross-functional enterprise projects. Serve as liaison between business, IT, risk/compliance, and executives; manage scope, budgets, timelines, risks, and governance. Support M&A integration activities, EPMO reporting, and ensure regulatory and policy compliance while driving process improvements and stakeholder communication.

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 Portfolio Manager manages client portfolios, driving fee income and product penetration through sales calls and client reviews, ensuring effective implementations and ongoing relationship management.

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.

The Commercial Portfolio Manager II manages a loan portfolio, ensures credit policy compliance, conducts financial analysis, engages clients, and evaluates financing opportunities.