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Drive new client acquisition and revenue growth within the Middle Market by prospecting, building relationships with centers of influence, managing a qualified sales pipeline, partnering with product and credit teams to deliver integrated financial solutions, and ensuring seamless client onboarding while meeting production and compliance goals.

The Investment Executive is responsible for training and developing retail bankers, achieving sales goals, managing client accounts, and promoting financial products.

Support FX, Commodities, and Interest Rate Derivatives client engagements by structuring and executing complex trades, delivering market analysis and valuation scenarios, driving business development, mentoring juniors, and leading process improvements to enhance profitability and client experience.

Manage a commercial loan portfolio as part of a coverage team: assess creditworthiness, structure deals, value collateral, recommend credit decisions, monitor accounts, execute renewals/modifications, generate commitment letters, mentor junior staff, and collaborate with relationship managers and credit analysts.

Contact customers to negotiate resolutions for charged-off, repossessed, and bankrupt consumer accounts. Perform skip tracing, research account history, order documentation, accurately document interactions, escalate complaints, review productivity reports, and meet individual and team recovery targets while following regulatory and bank policies.

Sell and consult on treasury management solutions to acquire, retain, and grow commercial clients. Build C-suite relationships, manage sales pipeline and CRM, deliver client service reviews, resolve issues, partner with relationship managers and specialists, and ensure compliance with bank policies and risk controls.

Originate and manage residential first mortgage loans from application to closing, focusing on CRA-targeted clients. Develop referral networks, run homebuyer training, ensure compliance with lending regulations and bank policies, maintain pipeline reporting, and use NMLS/Loan Prospector/LOMAS tools. Position requires SAFE Act/NMLS registration.

Lead and coach a team of licensed retail bankers to sell securities and investment products, manage client relationships and sales planning, conduct client meetings and seminars, and achieve securities fee income and sales goals while ensuring compliance and strong client experience.

Support governance, reporting, and policy maintenance for capital, resolution, and recovery planning. Assist stress testing, collect and organize cross-functional data, identify risks, monitor regulatory changes, and recommend mitigation strategies while collaborating with finance and risk teams.

Lead client coverage for insurance-sector corporate clients: manage portfolio, drive cross-sell and returns, perform complex financial modeling and credit analysis, prepare presentations, support Executive Directors and RMs, mentor analysts and associates, and coordinate capital markets solutions and underwriting as needed.