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Manages CECL models, allowance for credit losses, credit risk reserves, portfolio reporting, forecasting, stress testing, and emerging-risk analysis. Oversees data integrity, regulatory compliance, SOX controls, documentation, and ACL policy updates. Partners with finance, credit, risk, technology, lending, and senior leadership teams while leading and developing a risk analytics team.

Leads the Bank’s Treasury function, managing balance sheet strategy, liquidity, capital planning, funding, investment portfolios, and interest rate risk. Oversees asset-liability management, stress testing, regulatory compliance, investment accounting, and credit rating relationships. Partners with the CFO, ALCO, executive leadership, and Board of Directors on financial strategy and risk management. Leads Treasury personnel and presents recommendations to senior stakeholders.

Leads enterprise profitability management, FP&A reporting, FTP and RAROC methodologies, model governance, cost allocation, budgeting, forecasting, and executive decision support. Partners with business leaders to analyze performance, develop financial proformas, explain variances, and improve returns. Oversees FP&A analysts, administers the Axiom budget and profitability application, supports data governance, and drives methodology and process improvements.

Supervise the Customer Experience department, enhance service levels, manage staff, and improve customer interactions in a banking environment.

The Commercial Deposit Officer manages and grows a portfolio of high-value clients, focusing on new deposits, providing product support, and ensuring exceptional customer service. Responsibilities include generating new business, technical support, product training, and cross-selling other bank services.

Lead and manage the Salesforce platform (with emphasis on Financial Services Cloud), driving roadmap, solution design, integrations, releases, governance, adoption, and vendor relationships. Hands-on administration, custom development support, troubleshooting, reporting, and team leadership to ensure scalable, secure, and user-focused CRM solutions aligned with business objectives.

Provide investment and life insurance advice, manage client relationships, support Wealth Advisors, and ensure compliance with bank policies.

The Coworking Coordinator manages operations, ensures excellent customer service, coordinates events, and collaborates with internal and external partners to enhance guest experiences.

Lead credit loss forecasting and ACL processes, run and validate CECL models, analyze portfolio performance and emerging credit risks, prepare management reports, perform SOX controls and documentation, support reserve methodology, stress testing, and cross-functional automation and reporting improvements.

Process accounts payable disbursements and employee reimbursements, maintain subsidiary ledgers and general ledger entries (accruals, amortizations, allocations), reconcile balances, prepare IRS 1099-MISC reports, respond to inquiries, assist auditors, and support AP process improvements.