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Support commercial credit underwriters by preparing financial statement spreads, analyzing trends, assisting credit memoranda, monitoring borrower performance and covenants, conducting industry research, summarizing loan documentation, and learning bank credit policies, systems, and ancillary products to support relationship growth and cross-sell opportunities.

Support investment advisors by administering custodial and agency accounts, processing transactions (wires, transfers, disbursements), assisting client onboarding, maintaining accurate compliant documentation, performing account reviews, and providing client servicing while collaborating with the wealth team to meet goals and follow banking regulations.

Manage and grow a portfolio of commercial clients by sourcing new business, structuring and closing loans and deposit relationships, coordinating credit applications and documentation, ensuring regulatory compliance, referring clients to specialized teams, mentoring junior lenders, and participating in community and business development activities.

Support investment advisors by administering custodial and agency accounts, processing transactions and money movements, onboarding clients, maintaining accurate compliant documentation, servicing clients, and coordinating with wealth team members to meet goals while following bank policies and regulations.

Support comprehensive financial planning for high-net-worth and affluent clients by gathering financial data, preparing plan projections and recommendations, participating in client meetings, coordinating with internal specialists, and maintaining compliance. Assist Wealth Advisors and Senior Planners with client deliverables, monitoring plan progress, and identifying business development and cross-selling opportunities.

Prepare timely, accurate accounting entries, reconciliations, and variance analysis. Manage prepaid/accrued expenses, fixed assets, investment and intercompany accounting, lease and recurring entries, interest accruals, and cash payments. Assist with audits, regulatory exam requests, investigate reconciliation discrepancies, maintain controls and confidentiality, and support process improvements.

Senior HR Business Partner leading a region to provide strategic and operational HR support: employee relations, talent acquisition and development, HRIS maintenance, compliance, performance management, and organizational initiatives. Coaches leaders, investigates employee issues, manages recruitment and unemployment responses, supports compensation and workforce planning, and upholds confidentiality and regulatory compliance. Occasional travel required.

Lead and maintain an integrated enterprise resilience program covering business continuity, physical security, incident response, crisis management, and IT recovery. Provide governance, metrics, testing/exercise design, oversight, and remediation tracking. Coordinate across InfoSec, IT, Facilities, Legal, Communications, and third-party risk to ensure preparedness, effective incident response, and regulatory compliance. Support after-hours/on-call response as needed and maintain audit-ready documentation.

Lead and operate an integrated enterprise resilience program covering business continuity, physical security, incident response, crisis management, and IT recovery. Define governance, policies, metrics, testing/exercises, third-party resilience requirements, and audit-ready documentation. Partner with InfoSec, IT, Facilities, Legal, and business units to ensure preparedness, coordinated response, and timely recovery from disruptive events while meeting regulatory and compliance obligations.

Administer, configure, and enhance the ITSM platform (Ivanti Neurons or similar) to implement ITIL best practices. Design and deploy automated ITSM solutions, configure service catalog/portals, manage incidents/changes/problems, build API integrations, maintain CMDB and data, produce reporting/dashboards, ensure GLBA compliance and SDLC adherence, document processes, and partner with stakeholders to drive service improvements.