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Leads securities sales and coaches licensed retail bankers within an assigned territory. Builds client relationships, conducts individual and joint investment meetings, recommends financial products, achieves sales and fee-income goals, and develops referrals. Provides training on investment strategies, monitors team performance, prepares sales reports, conducts seminars, and coordinates banking solutions. Requires brokerage experience, securities and insurance licenses, strong financial-product knowledge, sales ability, communication skills, and travel within the territory.

Manages and grows a portfolio of middle-market commercial banking clients, prospects for new relationships, and develops tailored lending, treasury, capital markets, and wealth management solutions. Analyzes financial statements and credit requests, coordinates internal banking partners, manages portfolio risk and quality, tracks sales activity in CRM, and achieves revenue, asset quality, and relationship goals through consultative selling and community networking.

Develops and manages commercial banking relationships with middle-market companies generating at least $10 million in annual sales. Responsibilities include prospecting, portfolio monitoring, financial statement and credit analysis, business planning, relationship strategy development, client meetings, internal partner collaboration, and tailored lending, treasury, capital markets, and wealth management solutions. The role also manages credit quality, risk, renewals, documentation, and revenue goals while participating in community and industry activities.

Manages credit risk for complex asset-based lending portfolios, including client relationships, loan structures, risk ratings, problem-client strategies, credit documentation, and portfolio reviews. Presents credit analyses to senior management, ensures accurate reporting, partners with relationship and credit teams, and mentors junior employees. The role requires extensive commercial banking and asset-based lending experience, advanced financial and risk analysis skills, client-facing communication, and knowledge of secured transaction laws.

Supports Treasury funding and liquidity activities through analysis of debt, equity, and short-term funding transactions. Develops cash flow projections, monitors intraday liquidity and borrowing capacity, helps optimize collateral, and supports liquidity risk indicators. The role requires financial modeling, database skills, process improvement, risk awareness, cross-functional collaboration, and proficiency with Microsoft Office.

Provides administrative, fiduciary, account administration, and client service support to Trust, Account, and Investment Officers. Handles client communications, trust distributions, account reviews, workflow quality, documentation, tax reporting coordination, account openings and closings, and monthly reports. Supports sales calls, marketing proposals, CRM updates, relationship management, and issue resolution while maintaining compliance with fiduciary policies and managing competing priorities.

Supports Relationship Managers with commercial banking sales, client servicing, prospect research, financial and credit risk analysis, pricing models, deal screens, proposals, KYC collection, and client meetings. Develops new business through outreach, consultative selling, and opportunity qualification while building expertise in commercial banking products, lending, and relationship management through structured training.

Develops and manages commercial banking relationships with companies generating at least $10 million in annual sales. Prospects for new clients, builds business plans, evaluates financial statements and credit requests, and coordinates lending, treasury management, capital markets, and wealth management solutions. Maintains portfolio quality, manages risk, meets revenue and credit targets, and strengthens client relationships through consultative sales and community engagement.

Leads the bank’s funding and liquidity function, including debt and equity capital markets execution, cash-flow projections, borrowing capacity, collateral optimization, intraday liquidity, and funding-risk oversight. Develops strategic funding plans, establishes risk indicators, prepares executive materials, supports instant payment rails, and manages the Funding Risk Team. Partners with Treasury, Finance, Accounting, Operations, Asset/Liability Management, and business leaders to manage liquidity risk and execute strategic initiatives.

Handles complex commercial and business banking customer requests through phone and email. Serves as a subject matter expert for treasury and commercial products, researches technical issues, manages escalations, resolves complaints, documents findings, monitors service queues, and communicates resolutions. Works with internal teams and external clients while managing risk and meeting service standards.