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Provides branch-based financial services, processes transactions, handles cash, resolves client issues, and identifies opportunities to deepen client relationships. Recommends tailored financial wellness solutions, educates clients on banking products and digital channels, supports sales and referral goals, maintains compliance and security procedures, and collaborates with branch teammates. The role includes occasional travel between locations, Saturday work, and maintaining a balanced cash drawer.

Reviews commercial credit files and portfolios to independently validate risk ratings, assess underwriting and portfolio management quality, identify problem exposures, analyze credit trends, and evaluate adherence to lending policies, regulations, and risk methodologies. The associate writes review reports, communicates findings and recommendations, collaborates with credit and business teams, participates in special projects, and maintains current knowledge of credit review practices and regulatory expectations.

Design, implement, and maintain secure configuration baselines across on-prem, cloud, and hybrid environments. Conduct continuous assessments and vulnerability scans (Tenable/Qualys/Rapid7), coordinate remediation, integrate CIS and regulatory controls, support audits, automate compliance reporting (ServiceNow), collaborate with cross-functional teams, and assist incident response related to misconfigurations and vulnerabilities.

The role involves leading the technical delivery of portfolio management platforms, overseeing architecture, integration, operations, risk management, and vendor governance, while managing a technology team.

The Private Client Advisor will manage investment services for Mass Affluent clients, focusing on relationship growth, financial planning, and collaboration with banking partners to achieve sales goals.

The Regional Director of Planning & Investments is responsible for financial planning engagement, advisor development, client experience, and execution of planning initiatives, while representing the region as a subject matter expert.

Lead a team of risk managers and analysts to identify, measure, and manage technology and business risks. Develop and implement controls, RCSAs, policies, testing, remediation, and reporting. Coordinate audit and regulatory exam prep, escalate issues, and partner with corporate risk, legal, and business leaders to ensure risks are managed within appetite.

The Compliance Officer supports investment risk management by developing risk frameworks, conducting compliance reviews, and ensuring adherence to regulations, while fostering a risk-aware culture within the team.

Lead discovery sessions and document current/future state processes for Salesforce/nCino enhancements. Translate business requirements into technical user stories, write acceptance criteria and test scripts, coordinate testing and sign-off, support backlog prioritization, change management, and partner with product owners and vendors to optimize commercial lending workflows.

Process and manage new bankruptcy notifications: enter and update client data, research court documents via PACER, file proof of claim for student loans, maintain data quality and compliance, handle mail and phone inquiries, and assist with training and team support to meet SLAs.