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Perform daily deposit account monitoring and investigations, resolve adjustment inquiries and exception reports, manage the Courtesy Overdraft Privilege program, ensure regulatory compliance (Reg CC, Reg DD, FCRA), process interest adjustments and ChexSystems disputes, collaborate with branches and other teams, and maintain accuracy and confidentiality while meeting productivity goals.

Support Relationship Managers by underwriting and managing commercial and CRE loan portfolios. Analyze financials, compile loan packages and credit memos, monitor risk grading and covenants, ensure regulatory and documentation compliance, assist with credit approvals and portfolio servicing, and maintain client and internal relationships.

Serve customers as a Financial Sales Representative by performing personal banker duties: open accounts, identify needs, refer services, resolve complaints, ensure compliance, promote self-service technology, and support branch operations.

Manage commercial depository accounts, onboard new clients, promote depository and treasury products, resolve customer issues, ensure regulatory compliance, support business development with Commercial Relationship Managers, and expand deposit base while servicing loans and consumer needs.

The role focuses on developing relationships, managing loan portfolios, ensuring compliance, and promoting bank products to commercial clients.

Develop new commercial banking relationships in a metropolitan market, manage and service an entry-level loan and deposit portfolio, underwrite and analyze creditworthiness, compile complete loan packages, price products, ensure regulatory and policy compliance, collaborate with internal partners, and cross-sell bank products while mitigating risk and providing superior client service.

Originates and underwrites commercial loans, analyzes applicants' financials and collateral, negotiates credit terms, monitors repayment, services commercial accounts, cross-sells bank products, and develops new business while maintaining regulatory and community relationships.

Support commercial loan and deposit portfolios by performing credit analysis, preparing commercial loan packages and credit memos, guiding credit approval, monitoring portfolio risk and covenant compliance, assisting relationship managers, ensuring regulatory and policy compliance, and maintaining client and internal partner relationships.

Drive commercial business development and manage a loan and deposit portfolio. Build consultative client relationships, underwrite and service loans, ensure documentation and regulatory compliance, partner with credit and internal teams, price products, resolve client issues, and support community referral relationships to grow deposits and lending while maintaining credit quality.

The Commercial Portfolio Manager II supports commercial loan portfolios by evaluating credit worthiness, managing risks, ensuring compliance, and building client relationships through quality underwriting and service.