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Serve as a trusted private bank advisor coordinating specialists to deliver wealth planning, investments, private banking, trust services and risk management. Build and cultivate client pipeline, execute Life360 discovery, manage onboarding and client reviews, ensure CRM documentation, meet service and profitability targets, and obtain required licenses and industry certifications.

Support onboarding and ongoing management of third-party vendors in a call center environment. Maintain vendor scorecards and KPIs, handle inbound customer calls about charged-off accounts, resolve compliance-related complaints (FDCPA, UDAAP, Fair Lending), coordinate performance reviews, and partner with line-of-business and third-party management to ensure regulatory and policy compliance.

Coach and develop licensed retail bankers while managing client relationships and sales production. Deliver investment advice and sell securities products, lead joint appointments, run coaching sessions and seminars, track sales, and meet fee income goals within an assigned territory.

Analyze fraud alerts, manage fraud cases, communicate with customers and internal partners, process check dispute claims, escalate issues, and support fraud prevention policies and compliance. Meet performance, quality, and scheduling expectations while collaborating across business units.

Support SEC reporting and perform moderately complex financial analysis for Bancorp business areas. Prepare and maintain reports and schedules, analyze disclosures and peer trends, assist with SOX documentation, and recommend process and disclosure improvements while ensuring compliance with accounting standards.

Research and resolve banking inquiries related to mortgage and loans, ensuring compliance with regulations and providing customer service. Manage risk and perform quality assessments.

Responsible for business development in treasury management, client service excellence, managing client portfolios, and risk management while adhering to policies.

Lead design and delivery of sophisticated wealth plans for ultra-high-net-worth clients, partnering with advisors and external professionals across estate, tax, investment, retirement, and insurance. Own deliverable quality, mentor team members, develop thought leadership, improve planning processes and ensure regulatory and fiduciary compliance while representing the firm externally.

Prepare, organize, quality-check, and deliver loan files for audits and regulatory reviews. Scan, index, format, track, and archive documents; communicate with stakeholders; maintain tracking spreadsheets and ensure compliance with agency and investor requirements.

Execute and oversee credit risk management for assigned business segments: review and approve complex loans, provide credible challenge to LOB credit decisions, monitor portfolio credit quality, recommend policy changes, adjudicate regulatory classification requests, and participate in customer and portfolio review meetings to mitigate risk.