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Manages commercial borrowing relationships, develops new business through prospecting and referrals, analyzes financial data, structures and negotiates credit transactions, oversees loan portfolios, monitors repayment and problem loans, presents loans for approval, and supports team members through coaching when needed.

Support Treasury Management sales by coordinating opportunities, demos, proposals, implementations and client reviews. Maintain CRM data, prepare pricing/profitability models and manage implementation timelines. Serve as subject-matter resource for client questions, qualify small-business referrals, and communicate solutions that reduce fraud and improve efficiency.

Own and grow an enterprise book of business: prospect new clients nationwide, execute cold-calling and pipeline strategies, present demos and solution-based proposals, negotiate contracts, coordinate with Product/IT/Operations, maintain CRM activity, provide market feedback, and meet or exceed sales targets. Frequent travel for onsite meetings and tradeshows required.

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.

Manage a portfolio of commercial loans and client relationships, perform preliminary financial analyses for credit decisions, ensure compliance with bank policy, prepare call plans and relationship reviews, refer prospects to other business lines, and engage in external networking.

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.

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.

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.

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.