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Supports corporate development, M&A, strategic finance, and capital initiatives through due diligence, financial modeling, returns analysis, market research, and ad hoc financial analysis. Manages investor relations activities, including earnings calls, press releases, investor materials, analyst inquiries, consensus estimates, conferences, roadshows, and investor meetings. Provides strategic insights to senior leaders and the Board on market trends, peer-bank activity, valuations, stock-price drivers, and capital markets.

Lead complex investigations of suspicious and criminal activity against the bank, customers, and employees. Conduct research, interviews, and documentation; prepare SARs; collaborate with law enforcement and regulators; recommend internal control improvements; assist in asset recovery; train staff and advise senior management on fraud trends.

Lead the Central Controls Program Office to establish enterprise process governance, standards, and internal controls; drive continuous improvement, compliance, and process management across business lines; partner with senior leaders to implement firmwide frameworks and sustain control quality.

Manage deposit operations including refunds, stop payments, dormant account removals, credit card rebates, transaction monitoring, and regulatory audit support. Ensure accurate money movements, compliance with NACHA and wire/ACH rules, and maintain confidentiality of customer PII.

Manage complex mortgage finance client relationships involving warehouse lending, loan and legal documentation, regulatory analysis, compliance, and ProMerit system configuration. Lead client onboarding, validate funding configurations, resolve complex operational issues, improve processes, support audits, and provide quality oversight. Mentor Client Management Analysts, coordinate team priorities, advise strategic clients, and communicate complex matters to senior stakeholders. Requires advanced financial systems and Excel expertise, mortgage finance knowledge, and strong analytical and relationship-management skills.

The Senior Relationship Manager develops and manages middle-market commercial banking relationships for companies generating $25 million to $300 million in revenue. Responsibilities include acquiring clients, growing loans, deposits, and commercial card spend, managing a client portfolio, identifying financial solutions, overseeing deals, assessing credit and other risks, and meeting sales and production goals. The role requires extensive commercial banking, underwriting, credit analysis, portfolio management, networking, and client relationship experience.

The Senior Relationship Manager develops and manages middle-market commercial banking relationships with companies generating $25 million to $300 million in revenue. Responsibilities include acquiring clients, expanding portfolios, originating loans and deposits, promoting commercial card products, overseeing deals, assessing credit and other risks, delivering financial solutions, and meeting sales and production goals. The role requires strong market networking, financial expertise, credit underwriting knowledge, cross-functional collaboration, and effective pipeline management using Salesforce and Microsoft Office.

Execute email marketing campaigns through content setup, audience segmentation, testing, deployment, quality assurance, and performance monitoring. Maintain Salesforce Marketing Cloud templates, Cloud Pages, subscription lists, deliverability standards, and list hygiene. Support A/B testing, reporting, workflow improvements, documentation, cross-functional campaign alignment, and ad hoc marketing projects.

Lead SFMC and Data Cloud product strategy and execution: translate marketing goals into scalable SFMC solutions, manage platform roadmap and integrations, oversee automations, journeys, data mapping, governance, and campaign delivery while aligning marketing, technology, and analytics teams.

Build and deepen consumer and small-business banking relationships through customer outreach, banking transactions, account opening, product referrals, and exceptional service. Provide information about banking solutions, handle teller activities including deposits, withdrawals, and wire transfers, support community events, maintain regulatory compliance, and assist with operational duties. The role requires bilingual Spanish communication, banking product knowledge, customer service, cash handling, and accurate documentation.