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Performs entry-level processing and storage of deposit documents and tax-related tasks (W-8/W-9, remittances, IRS reporting). Handles document filing, mail, data entry, customer support, and vendor offsite storage. Supports process improvements, UAT, and occasionally trains peers while following bank policies and risk procedures.

The role focuses on acquiring and retaining affluent banking customers, using consultative sales techniques to meet their financial needs and drive referral growth.

The role focuses on acquiring and retaining bank customers, specifically in the Preferred Program, by providing consultative sales and services to meet financial needs.

Acquire, grow, and retain mass affluent and Preferred Program banking customers through consultative sales. Provide needs-based financial solutions, meet investment sales and referral goals, partner with financial center teams, maintain product knowledge, and comply with regulatory and risk policies.

Lead and develop a team of licensed retail bankers to meet securities sales and fee-income goals. Coach, train, and conduct client meetings (solo and joint), manage sales planning, maintain product knowledge, handle client issues, run seminars, and build internal/external relationships while ensuring risk and compliance.

Provide front-line operational support for institutional brokerage, assisting traders, middle office, custodians, and vendors with onboarding, trade entry/settlement, account maintenance, collateral management, reporting, compliance, and platform administration. Monitor trade settlement, manage high-dollar movements, perform CIP/AML checks, produce daily reports, resolve custodian/trade issues, and train junior staff.

Lead financial planning, analysis, forecasting and reporting for a national line of business. Advise LOB CFOs, build metrics, drive process improvements, manage large finance team, and present findings to senior leadership to support profitable growth and risk management.

Lead and coach a team of licensed retail bankers to sell securities and investment solutions, manage and grow client relationships, conduct client and joint meetings, develop sales plans, deliver training and seminars, ensure regulatory compliance, and achieve targeted securities fee income and sales goals within the assigned territory.

Perform complex financial and credit analysis, build and maintain financial models and pitch materials, support DCM/ECM and capital markets execution, coordinate integrated financing solutions, mentor junior staff, and manage multiple high-priority client engagements in mortgage and consumer sectors.

Lead and coach a team of licensed retail bankers to sell securities and investment products, manage client relationships, conduct joint and solo client meetings, achieve sales and fee-income goals, deliver training and seminars, and ensure compliance and risk management while providing comprehensive financial solutions within the assigned territory.