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Manage credit risk for a portfolio of commercial banking clients by underwriting, monitoring financial performance and covenants, preparing approval documents, coordinating loan documentation, supporting relationship managers, and mentoring junior staff. Perform industry/company research, financial analysis and modeling, and take required actions on delinquent or non-compliant loans.

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.

Lead and develop a team of licensed retail bankers to achieve securities sales and fee income goals. Coach and train bankers, conduct client meetings and joint appointments, manage sales planning and reporting, handle client needs, and run seminars to grow business while maintaining compliance and positive client experiences.

Coach, train and develop licensed retail bankers while selling a full range of securities products. Manage client meetings, close sales, drive team and personal sales goals, maintain product knowledge, prepare sales reports, conduct seminars, and cultivate internal and external client relationships. Ensure compliance with policies and manage risk while supporting client needs across the assigned territory.

Sell securities and investment products while coaching and developing licensed retail bankers. Conduct client meetings and joint appointments, drive sales planning and referral growth, run seminars, prepare sales reports, and maintain strong internal and external relationships. Ensure compliance with policies, manage risk, and achieve securities fee income targets within assigned territory.

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.

Sell and manage commercial equipment leases: originate and structure lease transactions, perform credit and financial analysis, coordinate equipment appraisal and documentation, ensure regulatory and tax compliance, and maintain client relationships while mentoring junior leasing representatives.

Support Relationship Managers with sales, client servicing, financial and risk analysis, KYC, pricing models, proposals, and prospecting. Assist in client outreach, presentations, and relationship development while progressing through structured training and career coaching.

Work with borrowers, brokers, investors and vendors to mitigate foreclosure and minimize bank losses. Analyze financial documents, negotiate and pre-approve loan workouts, prepare settlement documents, process foreclosure holds, update records, arrange property services, perform loss analysis, and ensure compliance with legal, investor and bank guidelines.