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Leads investment sales production for a retail banking territory, coaches and develops licensed bankers, conducts client investment meetings, sells securities and financial products, manages sales goals, builds client relationships, and provides investment education. The role requires brokerage experience, securities and insurance licenses, strong sales and presentation skills, and travel within the assigned territory.

Leads securities production and sales for a team of licensed retail bankers. Coaches and trains bankers on investment strategies, conducts client appointments, manages complex client relationships, develops referrals, tracks sales performance, and promotes financial products. Ensures regulatory risk management, supports business development, conducts seminars, and helps the team achieve securities fee income and client experience goals within the assigned territory.

Manages a high-volume mortgage bankruptcy caseload involving Chapters 7, 12, and 13. Reviews loan histories, filings, payment applications, account discrepancies, investor requirements, and legal precedents. Prepares proofs of claim, monitors PACER, researches payment issues, audits accounts, coordinates with attorneys, communicates with customers and counsel, and ensures compliance with bankruptcy law, mortgage servicing regulations, and investor guidelines.

Drives treasury management sales, client acquisition, cross-selling, retention, and service excellence. Develops relationships with C-suite decision-makers, prospects for new business, manages sales pipelines, presents working capital and payment solutions, conducts client reviews, advises relationship managers, resolves client issues, and mentors team members. Ensures accurate documentation, communicates implementation timelines, manages risk, and delivers results against sales goals.

The Investment Executive is responsible for training and developing retail bankers, achieving sales goals, managing client accounts, and promoting financial products.

Underwrite and monitor commercial credit portfolios, prepare credit approval memos and portfolio reviews, evaluate financial statements and projections, track covenants, assign risk ratings, identify emerging risks, maintain credit data accuracy, and escalate deficiencies. The role also supports reporting, special projects, employee onboarding, and increasingly complex underwriting with limited oversight.

Leads commercial credit professionals and portfolio management activities, setting priorities, overseeing underwriting quality, monitoring borrower and portfolio risk, identifying emerging issues, and ensuring policy, regulatory, documentation, and system compliance. The role coaches and develops credit staff, supports complex client situations, drives process improvements, and maintains accurate risk ratings and timely remediation of problem loans.

Lead and develop a team of licensed retail bankers to sell securities and investment products, coach bankers through individual and group sessions, conduct client meetings and sales, manage sales planning and reporting, maintain client relationships, and ensure compliance with policies and risk controls. Travel within assigned territory required.

Lead and coach licensed retail bankers to sell securities and investment products, manage complex client relationships, conduct client meetings and seminars, drive sales and fee income targets, prepare sales reports, ensure compliance and risk management, and travel within assigned territory.

Lead sales of securities, coach and develop licensed retail bankers, conduct client meetings and seminars, manage sales planning and reporting, maintain client relationships, ensure compliance and risk management, and travel within assigned territory.