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Onboard clients for ACH origination services, validate documentation, provide technical and operational support, resolve transaction and file-format issues, process account and limit maintenance requests, troubleshoot platform navigation and file rejections, and support quality assurance and operational accuracy while following banking policies and regulations.

Processes branch transactions accurately, approves cash, wire, check, and deposit transactions within limits, supports tellers and branch operations, maintains cash and negotiable-item security, assists with audits, resolves customer issues, responds to internal requests, and refers financial products and services. The role requires branch operations experience, Treasury Management knowledge, proficiency with branch systems and Microsoft Office, sound judgment, organization, and strong customer service skills.

Leads the bank’s enterprise AI strategy, portfolio, engineering capability, governance, vendor and platform strategy, and workforce adoption. Translates business priorities into production AI initiatives, including generative AI and agentic systems, while ensuring risk controls, security, privacy, auditability, model governance, and measurable value realization. Builds and manages senior AI talent, partners with business and control functions, oversees responsible AI practices, and reports progress, cost, risk, adoption, and outcomes to executive leadership and the Board.

Administers daily treasury and balance sheet processes, monitors liquidity and borrowing activity, maintains reports, supports ALCO and finance committee materials, and develops analytical tools. The role also manages banking documentation and account administration, assists with audits and Sarbanes-Oxley compliance, and ensures adherence to banking regulations and internal policies.

Open and maintain retail and commercial accounts, process complex client requests, and provide professional customer service. Cross-sell banking and treasury management products, prepare CIP/BSA documentation, support audits, and assist with teller, cash-balancing, scanning, and branch operations. The role also supports closing procedures, trains new team members, answers client questions, and contributes to branch goals while following banking policies and regulations.

The VP Fund Finance, Client Manager manages client relationships and loan portfolios, ensures compliance, negotiates deals, and provides mentorship to junior team members while enhancing customer experience.

Evaluates and structures commercial credit requests, analyzes financial statements and collateral, monitors covenant compliance and borrower risk ratings, prepares credit approval reports, and recommends lending decisions. Partners with relationship managers, loan administration, legal counsel, and credit administration while ensuring regulatory and policy compliance. Conducts annual loan reviews, assesses creditworthiness, monitors problem loans, and supports customer calls and loan documentation.

Originates and develops middle-market commercial banking relationships ($25M–$500M revenue). Prospects, prequalifies, and presents credit, deposit, and fee-income solutions; cross-sells treasury, FX, merchant services, and cards. Partners with relationship managers and underwriters, maintains a continuous sales pipeline, and ensures compliance with bank policies.

Open and maintain new retail and commercial accounts, ensure regulatory compliance (CIP/BSA), support teller and branch operations, cross-sell bank products, assist with audits, cash balancing, training, and complex client requests with minimal supervision.

The SVP, Originator will develop relationships with venture-backed technology firms, manage client relationships, and ensure compliance with regulations while supporting team growth.