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The Relationship Manager is responsible for client relationship management, client retention, executing diverse client activities, and generating additional revenue while maintaining high client trust and satisfaction.

Lead accounting operations, financial reporting, and compliance with GAAP and SEC standards. Oversee monthly, quarterly, and annual close, budgeting, financial analysis, KPIs, and process improvements. Manage, mentor, recruit, and develop accounting teams, support audits and M&A activities, and provide strategic financial insights to senior leadership.

The Technical Associate II installs, repairs, and maintains computer systems, while troubleshooting and upgrading hardware and software under supervision.

The Market Leader Sales Executive is responsible for retaining and servicing existing customers, achieving revenue goals through effective client management and providing tailored insurance solutions. Key tasks include meeting retention targets and developing relationships with clients and service teams.

The Territory Sales Manager leads a business development team in investment and insurance sales, ensuring production goals are achieved while coaching and training team members.

Market Leaders execute sales strategies by developing new business opportunities and maintaining strong relationships with regional banking divisions. They focus on achieving revenue growth and customer retention while collaborating closely with bank partners.

Perform detailed commercial credit analysis and customer due diligence, prepare spreads and analytical memorandums for complex borrower structures, underwrite loans, complete annual reviews and restructurings, support credit officers on client calls, mentor junior analysts, and lead special projects to maintain asset quality and portfolio performance.

Manage high impact business accounts, performing customer service, sales, and insurance coverage advocacy while maintaining customer satisfaction.

Lead a team of 4–8 IT staff to administer and maintain user accounts and assigned systems. Handle complex escalations, perform account provisioning, service pack installs, health checks, and licensing. Manage projects, update process documentation, and assist business lines with continuity planning and risk analysis.

Analyze and test transactions, records, and processes for regulatory compliance; document findings, develop recommendations and reports, research laws/regulations, and support compliance operations independently.