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Serve as primary commercial banking relationship manager and financial advisor, acquiring and growing client relationships by recommending bank products, leading credit underwriting and portfolio management, coordinating cross-functional teams, and driving revenue while managing credit, operational, and compliance risk.

The Commercial Analyst supports sales and credit functions by managing the lending process, creating pitch materials, and conducting due diligence for loans under $10 million. Responsibilities include analyzing financial documents, maintaining data integrity, and collaborating with various teams to ensure timely credit approvals.

The Relationship Manager serves as a financial advisor, acquiring and managing client relationships, ensuring adherence to risk management standards while driving business growth.

The Commercial Analyst supports sales and credit functions, creates client pitch materials, manages loan processes, and ensures data integrity in documentation. Responsibilities include working with teams on credit approvals and conducting client due diligence.

Lead investigator responsible for conducting and decisioning fraud and suspicious-activity investigations, reviewing for quality, validating customer and transaction data, escalating risk, partnering with lines of business and compliance, mentoring investigators, and recommending process improvements to mitigate losses and regulatory risk.

Provide investment advice and financial planning to Mass Affluent clients, grow new and existing relationships, meet sales and referral goals, coordinate investment product delivery with branch teams, cross-sell bank products, and maintain partnerships with branch staff and centers of influence.

The Commercial Analyst supports sales and credit functions by preparing pitch materials, managing loan processes under $10 million, and ensuring the integrity of credit documentation and analysis.

The Commercial Analyst supports sales and credit functions by managing the lending process for credit commitments under $10 million, creating pitch materials, conducting client due diligence, and ensuring data integrity across documentation and systems.

Provide operational support to Wealth Market Leaders and advisor teams: onboarding/offboarding, reporting, system administration (Salesforce, NetX, Workday), event and meeting coordination, HR/Workday tasks, book-of-business maintenance, and day-to-day office support to enable mass affluent market sales activities.

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.