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Supports Financial Advisors by opening and maintaining investment accounts, processing transactions, preparing paperwork, coordinating appointments, handling client communications, resolving transaction issues, maintaining compliance files, collecting fees, and organizing client events. Provides confidential, detail-oriented client service through phone, email, mail, and in-person interactions while following banking policies, investment procedures, and applicable regulations.

Supports Financial Advisors by opening and maintaining investment accounts, processing transactions, preparing account paperwork, handling deposits and cash distributions, tracking fees and documentation, and resolving transaction issues. Provides client service through phone, email, mail, and in-person interactions; schedules appointments, assists with client meetings, maintains compliance files, protects confidential information, and coordinates client appreciation events while following banking and investment regulations.

Provides customer service, training, onboarding, troubleshooting, and agreement support for treasury management and business online banking products. Assists clients, branch employees, sales officers, and relationship managers with Remote Deposit Capture, ACH, wire transfers, lockbox, system access, and regulatory procedures. Reviews agreements, resolves issues, supports platform testing, and maintains compliance with banking regulations including BSA, SAR, OFAC, CIP, NACHA, and GLBA.

Develops and manages complex commercial banking relationships with middle-market clients, particularly commercial real estate businesses. Drives new business, manages credit portfolios, structures and prices loans, analyzes financial statements, coordinates underwriting, and recommends lending and treasury management solutions. Builds trusted relationships with owners, executives, prospects, and bank partners while ensuring regulatory compliance, risk management, client reviews, and revenue growth.

Manages business development for small and midsized business customers across Bay Area branches. Acquires and develops customer relationships, identifies financial solutions, coordinates loan processing, supports branch profitability, ensures regulatory compliance, and leads branch staff training and development. Represents the bank in community and industry functions while managing sales activities, customer service, risk controls, audits, budgets, and internal business partnerships.

Supports business banking and commercial loan portfolios by collecting documentation, reviewing legal and credit materials, coordinating underwriting and loan closings, processing payments and advances, maintaining deposit relationships, and responding to customer requests. Ensures compliance with loan covenants, bank policies, and applicable laws while collaborating with bankers, underwriters, loan originations, branches, and clients.

Manages and grows small-business banking relationships through prospecting, community networking, financial analysis, lending and deposit solution sales, and exceptional client service. Evaluates business financial health, cash flow, creditworthiness, and risk; collaborates with underwriting, portfolio management, and other banking teams to deliver appropriate solutions. Monitors portfolio quality, ensures regulatory and policy compliance, and identifies opportunities to expand client relationships and bank profitability.

Maintains customer and account records in bank systems, processes tax forms, deceased depositor requests, returned mail, fee postings, address reviews, account closures, and mobile deposit limits. Scans and indexes documents, supports branches and departments, follows banking regulations and procedures, and provides professional internal customer service. Requires accurate transaction understanding, sound judgment, organization, communication, and the ability to work independently and transition between tasks.

Provides personalized investment advice and financial planning to individual and business clients. Interviews clients, analyzes financial circumstances and risk tolerance, recommends suitable investment products and strategies, manages accounts and records, supports business development, and maintains compliance with FINRA, FDIC, insurance, and banking regulations. Requires ongoing education, confidentiality, professionalism, and knowledge of financial markets and bank products.

Manage troubled commercial loan relationships and design workout, restructuring, liquidation, and litigation strategies. Analyze borrower financials, collateral, and credit risk; coordinate with legal and internal stakeholders; ensure regulatory compliance while maximizing recoveries.