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Manages commercial middle-market loan closings from approval through funding and boarding. Coordinates clients, relationship managers, portfolio managers, loan closing specialists, outside attorneys, and funding teams. Reviews loan documentation, waivers, approvals, and regulatory requirements; issues clear-to-close decisions; manages closing calendars; addresses exceptions; ensures accurate funding and boarding; and conducts post-boarding reviews. Provides direction to multiple parties without direct supervisory responsibility.

Leads securities sales production within an assigned banking territory, coaches and develops licensed retail bankers, conducts client investment meetings, manages relationships, supports referrals, and achieves securities fee-income and sales goals. Provides investment education, organizes sales planning, monitors performance, conducts seminars, and ensures compliance with bank policies and risk requirements. Travel is required within the assigned territory.

Supports corporate and entertainment clients through complex financial modeling, credit and financial statement analysis, capital markets transactions, integrated financing solutions, and client presentations. The role coordinates with product partners, assesses securities and capital markets services, supports deal origination and execution, manages multiple priorities, and develops relationships with senior bankers and clients. It requires strong corporate finance, underwriting, valuation, communication, risk management, and transaction execution skills.

Leads investment sales and coaching for licensed retail bankers, manages complex client relationships, conducts individual and joint financial consultations, promotes securities and investment products, and drives team sales goals. Provides training, mentoring, business development, client follow-up, risk management, reporting, and cross-selling of banking services. The role requires brokerage experience, securities and insurance licensing, strong financial product knowledge, sales ability, and travel within the assigned territory.

Manage and grow a portfolio of large commercial clients ($50M–$500M) through relationship development with C-suite, business development, coordinating One Bank partners, credit analysis, tailored financial solutions (loans, treasury, capital markets), CRM pipeline management, risk monitoring, and community engagement. Lead credit activities and collaborate with internal partners to execute relationship strategies.

Leads investment sales and coaching for licensed retail bankers, manages complex client relationships, conducts individual and joint investment appointments, promotes securities products, develops referrals, tracks sales performance, and ensures regulatory risk compliance. Provides training on investment strategies, financial solutions, and client service while achieving securities fee income and team sales goals within the assigned territory.

Leads financial planning and analysis for a banking affiliate or line of business. Develops profit plans, rolling forecasts, performance metrics, variance analyses, and growth strategies; identifies cost efficiencies and profitability improvements; supports CFOs and business leaders; manages finance projects, processes, risks, and staff; and provides guidance, training, and performance oversight to analysts.

Manages a complex commercial banking portfolio through financial analysis, credit underwriting, risk assessment, monitoring, and regulatory compliance. Reviews transactions, risk ratings, renewals, and portfolio performance while partnering with Relationship Managers and Credit Risk. Leads client diligence, provides credit structuring and risk mitigation guidance, presents portfolio insights to senior management, maintains accurate credit records, and supports strategic initiatives. May supervise, coach, and review junior portfolio management staff.

Develops profitable middle-market banking relationships with companies generating at least $10 million in annual revenue. Responsibilities include acquiring and expanding client relationships, analyzing financial statements and credit requests, monitoring portfolio risk, coordinating treasury, capital markets, wealth management, and investment banking partners, and delivering tailored commercial financing solutions. The role also involves business planning, CRM usage, customer meetings, community networking, pipeline management, and guidance for junior relationship managers.

Develops and manages relationships with middle-market companies, prospecting for new clients and expanding existing portfolios. Structures commercial banking solutions involving credit, loans, treasury management, capital markets, and wealth management. Analyzes financial statements and credit requests, coordinates internal partners, manages risk and portfolio quality, achieves revenue goals, and serves as a trusted advisor through regular client engagement and community networking.