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Underwrites and analyzes commercial credit requests across real estate, industrial, hospitality, municipal, and other sectors. Reviews financial statements, tax returns, projections, collateral, credit reports, and industry information to assess repayment capacity, risk, and compliance. Prepares financial spreads, credit analyses, risk ratings, covenant testing, and monitoring reports while supporting Relationship Managers and maintaining portfolio quality. The role also contributes to quality control, mentoring, and adherence to banking regulations and credit policies.

Manages enterprise data governance policies, standards, KPIs, maturity assessments, data quality processes, stewardship programs, information maps, business glossaries, metadata, and data assets. Administers and expands the Collibra data governance environment, collaborates with data owners and stewards, trains stakeholders, and reports initiative progress to governance councils and management.

Leads operations, sales performance, compliance, and customer experience across multiple retail banking locations. Develops local market strategies, grows deposits and loans, monitors performance, partners across banking functions, represents the bank in the community, and coaches seven or more branch managers. Requires expertise in consumer and small-business banking, regulatory compliance, sales management, and multi-branch leadership.

Independently underwrites complex commercial credits by analyzing financial statements, projections, collateral, cash flow, risk ratings, and repayment capacity. Recommends credit approvals, modifications, renewals, or denials while ensuring policy and regulatory compliance. Supports commercial relationship managers, portfolio monitoring, covenant testing, quality control, and credit administration. Mentors junior analysts, contributes to training, and advises on loan structuring and underwriting decisions.

Provides administrative and operational support to wealth management and trust professionals and their clients. Responsibilities include scheduling appointments, handling client inquiries, onboarding accounts, processing maintenance requests, preparing meeting materials, maintaining compliant records, and coordinating issue resolution. Requires strong communication, attention to detail, Microsoft Office proficiency, and 1–3 years of relevant financial services experience.

Manages commercial banking relationships, loan portfolios, and business development activities. Develops new business, analyzes financial statements and credit risk, structures loans, monitors portfolio compliance, promotes banking products, and generates revenue through deposits, loans, fees, and referrals. The role maintains at least 50 client relationships and a $20 million to $50 million loan portfolio while supporting sound asset quality and regulatory compliance.

Manages commercial banking relationships, loan portfolios, and business development activities. Generates lending, deposit, and fee growth while maintaining credit quality, analyzing financial statements, underwriting and structuring credit, monitoring loan compliance, identifying cross-sell opportunities, and coordinating internal banking partners. Builds client relationships through meetings, referrals, community involvement, and ongoing financial needs assessments.

Processes vendor invoices, payments, checks, recurring transactions, and month-end accounts payable activities. Reviews coding and ledger accuracy, maintains vendor records, manages workflow approvals, monitors outstanding checks, handles vendor inquiries, and supports compliance with AP procedures and accounting principles. The role also develops procedures, cross-trains team members, and monitors work quality within the accounts payable group.

Provides technical and operational support for Treasury Management clients and branch personnel. Resolves inquiries involving online banking, ACH, wires, Positive Pay, remote deposit, and related services. Handles customer communications, provides training, supports regulatory compliance, and assists with product implementations, system upgrades, conversions, and special projects. Collaborates with Treasury and branch teams while delivering effective customer service and solutions.

Independently underwrite complex commercial credits, including CRE and C&I, by analyzing financial statements, projections, cash flow, collateral, risk ratings, and regulatory compliance. Prepare comprehensive credit analyses and recommendations for approvals, renewals, modifications, or denials. Manage portfolio monitoring, covenant testing, quality control, and special credit administration projects. Mentor junior analysts, support Relationship Managers, develop training materials, and advise on loan policy, structuring, and underwriting.