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Performs credit analysis and financial statement, cash flow, and projection analysis for equipment finance applications up to $5 million. Reviews consumer and commercial credit reports, gathers business and collateral information, structures transactions, communicates credit decisions, prepares credit memos, and presents recommendations to credit management or loan committees. Conducts portfolio acquisition due diligence, reviews dealer and broker programs, performs annual obligor and source reviews, and communicates underwriting policies to internal and external stakeholders.

Reconciles suspense and ancillary accounts across loan, deposit, credit card, and ATM applications. Balances system reports to general ledger accounts, researches transaction and input issues, clears unposted items, and prepares re-entry requests. The role ensures timely completion of reconciliations, responds to internal and third-party inquiries, supports regulatory compliance and risk management, and collaborates with other departments to resolve posting issues.

Coordinates third-party commercial equipment finance transactions from application intake through credit review, documentation, funding, and post-funding resolution. Responsibilities include entering applications in Salesforce, preparing credit and documentation packages, structuring leases and loans, calculating payment-stream present values, communicating decisions and status updates, supporting portfolio purchases and sales, preparing pipeline reports, monitoring SLAs, and maintaining relationships with syndication sources and financial institutions.

Manages a portfolio of middle-market banking clients, develops new business, and recommends lending, deposit, treasury management, capital markets, and other financial solutions. The role assesses client needs, manages complex credit relationships, supports loan closings, monitors credit quality, maintains compliance, and collaborates with internal banking partners. Responsibilities include meeting revenue goals, prospecting, relationship expansion, client support, and identifying risks. Some travel, including overnight stays, is required.

Advise clients and prospects on investments, retirement, and insurance; collect and analyze financial data; manage and deepen client relationships; prospect and generate business via referrals, cold calling, and partner coaching; coordinate with brokerage and bank partners, track sales activity, and maintain compliance with regulatory changes.

Advise new and existing personal-lines insurance clients, generate and close new business, quote and bind policies, cross-sell additional coverage, process service requests, manage renewals, maintain accurate client files, and provide ongoing account support while meeting sales and agency service standards.

Acquires and manages employee benefits clients through networking, prospecting, consultative selling, product education, and ongoing service. Analyzes benefit plans, recommends changes, supports sales partners, maintains prospect pipelines, coordinates with insurance carriers, and stays current on applicable regulations. The role requires employee benefits expertise, insurance licensing, and occasional regional travel within a defined market territory.

Acquires and manages employee benefits client relationships through networking, consultative selling, prospecting, product delivery, and client support. Analyzes benefit plans, recommends changes, educates employees, monitors relevant regulations, maintains sales pipelines, supports banking and benefits specialists, and coordinates with insurance carriers. Requires knowledge of medical, disability, life, dental, vision, voluntary, COBRA, and flexible spending products, along with occasional regional travel.

Manages and grows a wealth management client portfolio by retaining relationships, increasing assets under management, generating referrals, and developing new business. Administers accounts, ensures regulatory and legal compliance, oversees onboarding and asset transfers, maintains financial plans, and coordinates investment and planning strategies with wealth partners. Requires strong relationship management, communication, sales, account administration, and financial planning skills, along with regional travel.

Lead marketing analytics to optimize performance across digital and local channels. Analyze campaign metrics (CAC, LTV, ROI), manage audience segmentation and data flows, build dashboards, support testing, synthesize integrated insights for non-technical stakeholders, ensure data integrity and compliance within banking regulations.