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Perform accounts payable tasks including vendor setup, invoice and expense report processing, imaging and record retention, payment accuracy review, vendor communications, and adherence to bank policies and controls.

Prepare timely, accurate accounting entries, reconciliations, and reports; perform variance analysis during monthly close; manage prepaid/accrued expenses, fixed assets, investments, intercompany accounts, and recurring entries; assist audits, regulatory requests, and research reconciliation discrepancies while maintaining controls and confidentiality.

Manage and grow a commercial real estate client portfolio by originating, structuring, pricing, and closing loan and deposit relationships; coordinate credit applications and administration; present credit requests; cross-sell products and mentor less experienced lenders.

Lead development and execution of marketing strategies and communications for the bank, focusing on private wealth products. Manage campaigns, collateral, website content, email and social media, vendors, events, and compliance. Conduct market research, track ROI, ensure brand consistency, and support stakeholders across lines of business.

Develop and execute compliant marketing strategies and communications aligned with corporate priorities. Support private wealth products with campaigns, collateral, website and social content, email marketing, vendor management, market research, ROI tracking, and stakeholder collaboration to ensure consistent brand and regulatory adherence.

Lead IT governance by aligning IT Services with risk, audit, and compliance requirements. Manage IT policies, change management and the Change Advisory Board, CMDB and asset governance, vendor/contract and budget activities, and support business continuity, disaster recovery, and SDLC compliance within a regulated banking environment.

Lead IT governance between Risk/Audit/Compliance and IT Services, overseeing policies, change management (CAB), CMDB/asset lifecycle, vendor/contracts, budget, BCP/DR, SDLC alignment, and regulatory compliance (GLBA, BSA/AML/OFAC).

Sell and support treasury management products by providing product marketing, sales demonstrations, financial/pro-forma analyses, pricing proposals, and RFP responses. Prepare contracts and documentation, collaborate with relationship managers and internal teams, maintain industry knowledge, leverage reporting/sales tools to identify opportunities, and ensure compliance with laws and bank policies.

Sell and market treasury management products to commercial customers; prepare pricing proposals and RFP responses; perform financial and technical analyses; collaborate with bankers and internal teams to craft commercial banking proposals and contracts; maintain industry knowledge, identify sales opportunities, and ensure compliance with policies and regulations.

Manage and grow a portfolio of commercial clients by originating and structuring loans, deposits, and treasury management relationships; prepare credit applications; present credit requests; oversee documentation, compliance, and client service; cross-sell banking products; develop business through community engagement and lead generation.