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Manages larger commercial credit portfolios to support soundness, profitability, and growth. Analyzes complex financial statements and tax returns, prepares credit packages, supports underwriting and loan closings, reviews documentation, and prepares commitment letters. Serves as a secondary client contact, identifies cross-selling opportunities, and assists commercial lenders with prospecting and sales support while maintaining compliance with credit policies and banking regulations.

Provides comprehensive financial planning and investment management services for clients. Responsibilities include building client relationships, assessing financial goals, developing customized plans, advising on retirement and estate planning, managing asset allocation and investment strategies, monitoring portfolios, and staying current with industry trends and regulations.

Develops comprehensive financial plans for high-net-worth clients covering investments, retirement, estate, tax, risk management, and succession strategies. Leads client discovery and assessments, presents recommendations, ensures regulatory compliance, maintains planning records, and collaborates with private banking, investment management, legal, and tax professionals. Supports client relationship reviews, business development, community outreach, and asset acquisition while staying current on financial planning and regulatory trends.

Manage and grow commercial banking relationships with businesses generating over $5 million annually. Responsibilities include originating loans, securing deposits, selling cash management services, cross-selling bank products, developing new business, analyzing financial statements, recommending loan terms, managing closings, evaluating risk, guiding credit analysts, meeting production goals, and participating in community activities. The role may supervise employees and requires up to 20% travel.

Supports Commercial Banking Relationship Managers by managing loan portfolios, monitoring covenants and collateral, assisting with underwriting and credit approval packages, analyzing financial statements and tax returns, preparing loan documents, identifying risks and cross-sell opportunities, and supporting client relationships and prospecting. The role requires collaboration with Credit Analysts, compliance training, schedule flexibility, and up to 10% travel.

Manages the SBA loan portfolio through credit analysis, underwriting, renewals, annual reviews, risk mitigation, compliance monitoring, and past-due management. Prepares credit packages, supports client relationships, mentors servicing staff, and coordinates action plans for downgraded loans. The role requires analyzing financial statements, applying SBA regulations, making lending decisions, and collaborating with bankers and clients. It is full-time, requires up to 10% travel, and may involve evening or weekend flexibility.

The Enterprise Risk Officer executes the bank’s Risk and Control Self-Assessment program, evaluates enterprise and operational risks, supports Key Risk Indicator reporting, manages risk action plans and issues reporting, and prepares materials for management and board committees. The role also contributes to risk reporting, data governance, process improvement, and enterprise risk initiatives while advising business leaders and providing constructive challenge.

Construct and manage discretionary investment portfolios for high-net-worth individuals and institutions. Develop investment strategies, execute trades, rebalance accounts, monitor performance, and conduct client reviews. Communicate investment objectives and results, support private banking and trust sales, acquire new assets and relationships, analyze markets, maintain regulatory compliance, and build community visibility.

Supports strategic marketing plans and manages campaigns from intake through execution, scheduling, system setup, reporting, and stakeholder communication. Coordinates cross-functional teams, creative content development, budgets, timelines, vendor relationships, branded materials, and compliance activities. The role supports branch marketing requests and bank segment campaigns while collaborating with internal departments, agencies, and business partners. Some evening and weekend flexibility and travel up to 25% are required.

Sources SBA lending opportunities, develops referral networks, generates new business, and partners with Relationship Managers and lending teams to structure and submit financing requests. Maintains the sales pipeline, provides SBA expertise, analyzes borrower financial information, and ensures compliance with SBA regulations and bank policies. Performance is measured by loan production, funded loans, pipeline growth, referrals, customer experience, credit quality, and compliance.