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Acquire, grow, and retain Preferred Program and mass affluent banking customers. Build trusted client relationships, assess financial needs, recommend banking and investment solutions, generate referrals, and meet sales goals. Support financial center teams, maintain product knowledge, conduct outreach and community events, manage risk, and maintain a revenue-producing book of business. The role requires securities, insurance, and mortgage licensing, with occasional local and overnight travel.

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.

Acquire, grow, and retain Preferred Program and mass affluent banking customers. Build trusted-advisor relationships, assess financial needs, recommend banking and investment products, generate referrals, meet sales goals, and support financial center teams. Maintain product knowledge, conduct customer outreach and seminars, and manage risk and compliance requirements. The role requires securities, insurance, and mortgage-related registrations and involves occasional local and overnight travel.

Acquire, grow, and retain Preferred Program and mass affluent banking customers. Build trusted client relationships through consultative sales, assess financial needs, recommend banking and investment solutions, generate referrals, meet sales goals, and support financial center teams. Maintain product knowledge, conduct outreach through customer interactions, telemarketing, seminars, and community events, and ensure compliance with bank policies, risk requirements, licensing, and NMLS registration.

Acquires, grows, and retains Preferred Program and mass affluent banking customers through consultative sales and needs-based financial solutions. Builds trusted client relationships, generates referrals, supports financial center sales activities, promotes investment products, and maintains a revenue-producing book of business. Requires financial industry sales experience, securities and insurance licenses, SAFE Act registration, and occasional local and overnight travel.

Acquire, grow, and retain Preferred Program and mass affluent banking customers. Build trusted-advisor relationships, assess financial needs, recommend bank and investment products, meet sales and referral goals, and partner with financial center teams. Maintain product expertise, participate in customer outreach, seminars, and community events, and follow bank risk, compliance, and customer-service procedures. The role requires local travel across financial centers and occasional overnight travel.

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.