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Provide client service and transaction processing (70%) and proactive financial wellness conversations (30%) to identify needs, recommend products, deepen relationships, meet sales goals, handle cash, follow compliance, and support branch performance including occasional Saturday work.

The Private Client Advisor will manage Mass Affluent clients, providing investment services and financial planning while collaborating with branch teams to grow client relationships and achieve sales goals.

The Senior Finance Analyst will drive financial performance, prepare reports, manage forecasts, and collaborate closely with leadership to support strategic initiatives in the Commercial Bank.

Provide investment solutions and holistic financial planning to Mass Affluent clients ($50k+; primary focus $250k–$2M), grow and expand client relationships, attain sales and referral goals, partner with branch teams and Centers of Influence, coordinate investment product delivery, coach branch personnel, and comply with regulatory and company policies.

Serve clients in-branch and by phone to process transactions, handle cash, identify financial wellness opportunities, make product recommendations, meet activity and sales goals, follow compliance and security procedures, and support branch performance including occasional Saturday work.

Lead QA planning and execution across projects: prepare and run tests, manage resources and schedules, measure traceability and coverage, triage defects, coordinate remediation, mentor QA staff, and align stakeholders to ensure high-quality software releases.

Perform independent credit file reviews and portfolio assessments for Payments/Counterparty exposures; validate and assign risk ratings, identify weaknesses and trends, evaluate adherence to credit policies and regulations, lead review teams, produce reports with findings and recommendations, and support continuous credit risk monitoring and special projects.

The Senior Relationship Manager, Commercial manages client relationships, drives business development, ensures asset quality, and provides financial advisory services to commercial clients.

The Relationship Manager is responsible for business development, managing client relationships, ensuring asset quality, and providing tailored financial solutions to commercial clients.

The Commercial Analyst supports sales and credit functions by managing lending processes, creating pitch materials, conducting due diligence, and ensuring documentation accuracy.