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Manages investment aspects and client inquiries for fully managed accounts, serving as the primary client contact. Partners with relationship managers and investment teams on portfolio strategy, account reviews, compliance, risk management, proposals, client education, retention, and new business development. Monitors portfolios against investment guidelines, recommends changes, supports product development, participates in client meetings and seminars, and mentors junior portfolio managers.

Supports Relationship Managers by analyzing commercial borrowers and prospects, evaluating credit risk, preparing credit authorizations, spreading financial statements, developing projections and financial models, and completing cash flow analyses. Reviews loan documentation, monitors compliance and risk requirements, prepares borrower presentations, and assists with credit administration and departmental projects.

Supports Relationship Managers by analyzing commercial borrowers, evaluating credit risk, preparing credit authorizations, spreading financial statements, building projections and financial models, and monitoring loan documentation and compliance. The role requires credit analysis and underwriting experience, strong accounting and analytical skills, proficiency with Excel and Microsoft Office, and the ability to manage multiple priorities in an onsite banking environment.

Supports Relationship Managers by analyzing commercial borrowers and prospects, evaluating credit risk, preparing credit authorizations, spreading financial statements, developing projections and financial models, and completing credit administration, compliance, and documentation tasks. Reviews business financial reports, prepares borrower presentations, monitors problem loans, and assists with related department projects.

Provides paralegal, legal operations, and administrative support to the General Counsel and Legal Department. Responsibilities include commercial loan documentation, lending transactions, subpoenas, registered agent matters, insurance administration, outside counsel management, contract review, legal technology implementation, process improvement, matter tracking, billing, reporting, and administration of the Bank’s Medallion Signature Guarantee Program.

Learns and performs securities and insurance sales, trading, and sales-assistant functions. Accepts customer orders, opens and services investment accounts, conducts client fact-finding, researches investment alternatives, prepares presentations, supports recommendations, obtains trade bids and offers, executes transactions, maintains documentation, and ensures compliance with securities regulations and banking practices.

Leads fiduciary risk, compliance, governance, audit, examination, vendor, and control oversight for the WM&AS division. Aggregates risk information, identifies trends and control gaps, manages enterprise issue tracking, prepares executive and committee reporting, coordinates remediation and examination readiness, and oversees compliance staff and analysts. Partners with corporate risk, legal, audit, operations, investments, and fiduciary teams while driving governance and control improvements.

Analyzes business-line and total bank profitability, prepares management reports, budgets, variance analyses, and pricing tools. Supports liquidity, interest-rate risk, capital management, funding, product, and market analysis. Develops reporting and accounting-system enhancements, identifies automation opportunities, manages multiple projects, and communicates findings to senior management and cross-functional stakeholders.

Serve as a trusted financial partner managing and expanding a book of fiduciary and investment relationships. Deliver coordinated trust, investment, and banking services; identify sales opportunities; ensure compliance and risk management; resolve client issues; and lead client relationship planning to meet profitability and fiduciary standards.

The Producing Investment Services Manager leads investment services, balancing sales production, compliance, and operational management while maintaining client relationships and overseeing a team.