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Provide financial solutions to small businesses ($500K–$2.5M revenues) through relationship management, outside prospecting, sales and account servicing. Open accounts, recommend products, meet revenue targets, collaborate with branch partners and refer complex needs to Business Banking.

Provide consultative banking solutions to small businesses ($500K–$2.5M revenue). Grow relationships via outside prospecting and routine outreach, open and service accounts, identify product solutions, collaborate with partners, and refer complex needs to Business Banking. On-site five days/week with minimal weekly driving.

Serve as a market-focused relationship banker driving client acquisition and growth for small businesses (up to $5M revenue). Build ecosystem partnerships, lead educational events, consult on banking solutions (payments, lending), support branch and business bankers, and use CRM tools to track engagements and outcomes.

Provide consultative financial solutions to small businesses ($500K–$2.5M revenue). Grow and deepen relationships through prospecting, outside sales, account openings, product recommendations, and servicing. Collaborate with branch partners and refer complex needs to Business Banking.

Supervise a team providing accounting, administration and investor servicing for alternative investment clients. Act as client escalation point, resolve issues, identify and mitigate risks, review accounting and financial statements for audits and taxes, and oversee complex fee calculations and reconciliations. Provide expertise to support client growth and process improvements.

Define and drive digital product strategy and roadmap to deliver customer-centric, cross-channel experiences. Use data, OKRs, discovery, research, and agile delivery to prioritize, measure, and optimize products, promote reusable platforms and modernization, integrate digital capabilities, and improve onboarding, servicing, and wealth/investment client experiences while reducing operational risk.

Serve as a market-based growth partner within Business Banking to build relationships with small business owners (up to $5M revenue), drive pipeline and client acquisition, connect clients to banking products and capital, lead educational events, engage community partners, and use CRM (Salesforce) to track engagements and outcomes.

Lead end-to-end sales change projects: define scope and success metrics, create timelines and KPIs, run stakeholder and executive updates, coordinate cross-functional teams (product, technology, operations, GTM), drive sales tool and process updates, ensure business readiness, and identify risks and process improvements to enable successful project launches.

Manage an assigned credit portfolio by underwriting credit exposures, closing and expanding client relationships, managing credit risk, responding to credit inquiries, and supporting sales with relationship managers. Provide customer service, participate in joint sales calls, and identify client needs while ensuring compliance with policies and regulations.

Lead and execute large-scale payment product and technology programs. Translate product vision into delivery strategies, establish governance, manage risks and dependencies, drive Agile practices, report status and financial impacts to leadership, and align cross-functional stakeholders to ensure successful outcomes.