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Lead private wealth sales and trust operations for an assigned market. Develop business plans and budgets, manage major client relationships and accounts, supervise and train trust associates, ensure regulatory and compliance adherence, coordinate with portfolio managers, and represent the firm in community and industry organizations.

Support bankers by preparing, reviewing, and maintaining commercial loan documentation and files, resolving exceptions, monitoring loan reports, coordinating funding/disbursements, and providing high‑level customer service and cross‑departmental partnership.

Lead and operate the Security Operations Center (SOC): manage analysts, detection and response, incident command, threat hunting, vulnerability management, security awareness programs, and reporting to IT and business leaders while supporting audits and vendor assessments.

Lead strategy, development, and commercialization of the bank's Treasury Management product portfolio. Build and run a product team, define multi-year roadmaps, launch and optimize payments, liquidity, receivables, fraud prevention, and digital treasury solutions, partner with Sales, Tech, Operations, Risk, and Compliance, and own product performance, pricing, governance, and vendor relationships to drive deposits, fee income, and client retention.

Manage administration, governance, auditing, and reporting for Consumer Banking incentive compensation programs. Ensure accurate payouts, maintain plan documentation, investigate discrepancies, develop dashboards, monitor for gaming, and partner with Finance, HR, Risk, Compliance, Product, Analytics, and Operations to improve plan effectiveness and controls.

Design and maintain the retail staffing model and centralized scheduling using Verint. Forecast demand, create schedules, analyze workforce and transaction data, monitor productivity and adherence, and partner with retail leaders to optimize capacity and improve service and sales outcomes.

Lead strategy and execution for optimizing branch and ATM footprint. Analyze market and performance data to identify expansion, consolidation, relocation, and infill opportunities. Build business cases with Finance and Retail, lead site selection and relocation planning, monitor network performance, reduce costs, and support a sales-focused retail transformation aligned with deposit and small-business growth.

Lead complex compliance initiatives, perform enterprise-wide risk assessments, manage regulatory change, support examinations and audits, advise business units on regulatory impacts, lead issue investigations and third-party risk reviews, develop training, and report compliance metrics to senior management.

Administer private wealth accounts, manage major client relationships, coordinate with portfolio managers and advisors, ensure compliance and accurate accountings, support business development, and may supervise team members and assist with budgets.

Lead finance business partner for Wealth Management, accountable for FP&A, profitability analysis, forecasting, strategic decision support, M&A due diligence, incentive design, and executive reporting to drive divisional growth and profitability.