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Manages independent reviews of commercial loans and commitments, evaluating borrower financials, collateral, repayment capacity, risk ratings, portfolio trends, policy compliance, and regulatory requirements. Leads credit risk review analysts, oversees complex and adversely graded credits, conducts loan quality reviews, advises management, addresses credit policy issues, and collaborates with lending and risk teams to strengthen credit processes.

Manages independent reviews of commercial loans and commitments, analyzing borrower financials, collateral, repayment capacity, risk grades, portfolio trends, regulatory compliance, and emerging risks. Leads complex loan reviews, workout discussions, remediation, and reporting to management. Supervises credit risk analysts, collaborates with lending and risk teams, advises on credit policy, and strengthens credit processes while upholding banking regulations and responsible banking practices.

Lead treasury management strategy, business development, and client relationships. Drive growth, oversee delivery of treasury solutions, manage RFPs and major accounts, coordinate cross‑bank partnerships, mentor team members, and ensure regulatory and ethical compliance.

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.

Sell and support treasury management products to commercial clients: market and demonstrate solutions, prepare pricing and pro-forma analyses, respond to RFPs and craft proposals, collaborate with relationship managers, prepare contracts/documentation, identify and convert sales opportunities, and ensure compliance and risk management.

Manage and grow a portfolio of commercial real estate clients by originating, structuring, pricing, documenting, and monitoring loan and deposit relationships; coordinate credit administration, present credit requests for approval, cross-sell bank services, mentor junior lenders, and participate in community and business development.

Support investment advisors by administering client investment accounts, processing transactions and money movements, assisting onboarding, maintaining accurate documentation, servicing clients, attending team meetings, and ensuring compliance with industry laws and bank policies.

Co-manage and expand high-net-worth client relationships, provide investment strategy, asset allocation, and financial planning; handle account setup, portfolio rebalancing, client meetings, CRM documentation, and collaborate with trust and trading teams to deliver wealth solutions.

Manage and grow a portfolio of commercial real estate clients by structuring, pricing, and closing loans and deposit relationships; prepare credit applications, present to loan committee, monitor credit performance, cross-sell bank products, mentor junior lenders, and participate in business development and community activities.

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.