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Handle and resolve wire payment exceptions, escalations, and reconciliations. Research and process complex electronic payment exceptions, perform account reconciliations, process incoming/outgoing wires and agreements, coordinate with internal teams and clients, and support process improvements and compliance with payment rules and regulations.

Develop new business and originate mortgage loans per bank policies. Consult with customers, prepare applications, obtain documentation, analyze credit and financial data, underwrite within authority, provide disclosures, engage referral sources (realtors, builders), and cross-sell bank products. Maintain active NMLS registration and use Microsoft Office.

Provide client-facing support to wealth advisors by handling inquiries, onboarding/offboarding, preparing meeting materials, coordinating events, executing transactions, ensuring compliance, and maintaining account controls to enhance client relationships.

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 Relationship Manager II manages borrowing relationships, develops new business, analyzes financial data, and services customer relationships while ensuring loan quality.

The Financial Crimes Liaison coordinates fraud management communications, aggregates fraud casework, collaborates with business lines, and improves processes to enhance fraud detection and client communication.

Manage commercial credit underwriting and portfolio management for assigned markets, supervise underwriters and analysts, review financials and covenants, approve loans within authority, support relationship managers on structuring deals, and participate in pipeline and reporting activities to mitigate credit risk.

The Wealth Management Client Services Associate enhances client experience by providing sales support, customer service, and ensuring compliance while collaborating with the Wealth Management Team.

The Credit Analyst analyzes financial statements, assesses credit risk, prepares commercial credit approval memos, and assists with portfolio management.

Lead a local wealth management team to drive organic growth, deliver comprehensive wealth solutions, ensure client retention, and develop team members through coaching, training, and performance management. Coordinate with internal partners to expand client relationships and implement market-specific business development initiatives.