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Generates commercial loan and deposit business through prospecting, consultative selling, and relationship development. Evaluates loan requests for purpose, structure, pricing, and credit quality; manages a commercial client portfolio; monitors delinquencies; expands existing relationships; and coordinates internal resources and referral partners. Success is measured by new loan and deposit production, fee generation, portfolio growth, and delinquency targets.

Processes and reconciles loan participation and syndicated-loan activity, including investor remittances, payment postings, loan boarding, booking verification, rate changes, and SBA reporting. The role monitors principal and interest activity, balances internal DDA accounts, researches discrepancies, performs audits, and supports participant-bank relationships. Commercial loan or loan operations experience, strong analytical skills, attention to detail, and the ability to interpret loan documents and payment schedules are required.

Leads a team of Wealth Advisors serving high-net-worth clients with financial and investment guidance. Builds advisor capabilities, develops talent and successors, translates business strategy into goals, manages change, coordinates cross-functional efforts, and drives client relationships and new business development. The role requires strong leadership, executive presence, communication, strategic planning, and wealth management expertise.

Administer and process subpoenas, garnishments, levies, summonses, court orders, liens, and other legal documents served on the bank. Review and research legal matters, determine appropriate responses, coordinate with internal departments and counsel, resolve documentation issues, prepare client communications, maintain accurate records, and answer questions from attorneys, law enforcement, branches, and clients.

Provides administrative, operational, and client service support to Wealth Advisors. Responsibilities include processing account openings, distributions, trades, and transactions; maintaining documentation; coordinating client outreach and reviews; resolving account issues; supporting compliance and audits; and following broker-dealer policies. The role interacts with clients, advisors, vendors, and internal partners while safeguarding assets, mitigating risk, and ensuring accurate execution of client service activities.

Leads treasury management sales strategy and revenue growth for a specialty banking segment. Directs business development, pipeline management, client relationship expansion, performance tracking, and achievement of sales targets across deposits, corporate card, merchant services, and related products. Partners with banking and product teams, serves as a treasury management subject matter expert, and manages, coaches, recruits, and develops geographically dispersed sales teams while ensuring compliance and strong client experiences.

Grows Treasury Management revenue, deposits, and client relationships within a commercial banking portfolio. Develops consultative treasury, liquidity, payments, fraud mitigation, and working capital solutions; manages sales pipelines, pricing, proposals, client implementation, and ongoing relationship expansion. Partners with relationship managers and product teams, advises commercial clients, ensures risk and compliance standards, and mentors Treasury Management Analysts.

Grows Treasury Management revenue, deposits, and client relationships across commercial banking portfolios. Develops customized liquidity, payments, fraud mitigation, cash flow, and working capital solutions; leads consultative sales, prospecting, pricing, proposals, implementation, and client reviews. Partners with relationship managers, product specialists, and support teams to expand wallet share, manage risk, and deliver strong client outcomes. Mentors Treasury Management Analysts and contributes to team development, market presence, and strategic growth.

Monitors transactional and login alerts to identify suspected fraud, assesses unusual activity, applies mitigation procedures, and escalates client-impacting concerns. Reviews wires, ACH, and online banking activity; maintains regulatory and Board reporting records; investigates root causes; recommends analytical tuning; and collaborates across departments to manage risk. The role also supports monitoring process development and requires strong banking operations knowledge, analytical judgment, communication, and technical writing skills.

Supports Treasury Management Client Services specialists through coaching, procedure development, training, quality audits, workload monitoring, escalation resolution, and management reporting. The role cultivates client and partner relationships, communicates issue updates, monitors service-level adherence, and helps ensure timely completion of critical tasks. It requires strong Treasury Management or business banking knowledge, client communication skills, adaptability, and problem-solving abilities.