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Develops profitable commercial banking relationships with companies generating at least $10 million in annual sales. Identifies new business, manages complex client portfolios, analyzes financial statements and credit risk, and coordinates tailored lending, treasury management, capital markets, and wealth management solutions. Builds trusted advisor relationships, monitors portfolio performance, supports credit requests, solicits public debt issuance, uses CRM tools, and participates in community and industry activities.

Leads investment sales production for a team of licensed retail bankers, coaches employees on investment strategies, conducts client appointments, sells securities products, manages relationships, develops referrals, and achieves securities fee-income goals. The role requires maintaining securities and insurance licenses, providing financial solutions, conducting seminars, tracking sales performance, managing risk, and traveling within the assigned territory.

Develops and manages commercial banking relationships with middle-market companies, prospecting for clients, structuring credit solutions, analyzing financial statements, coordinating internal banking partners, and growing profitable portfolios. The role sells loans, treasury management, capital markets, and other financial solutions while managing credit quality, risk, client experience, and business development activities within a geographic market.

Analyzes business and user needs, defines system requirements, coordinates application development and support, researches production issues, and manages testing and implementation of system enhancements. The role documents changes, provides user training, monitors controls and project progress, prepares management reports, and partners with IT, operations, and business stakeholders to improve mortgage servicing systems and processes.

Supports Relationship Managers with commercial banking sales, client servicing, prospect research, financial and credit risk analysis, pricing models, proposals, KYC due diligence, and client presentations. The role also involves direct client outreach, identifying business opportunities, consultative selling, and advancing proposals through the sales cycle. Structured training develops expertise in commercial banking products, finance, credit analysis, and relationship management.

Drives Treasury Management revenue through payables solutions consulting. Partners with relationship managers, product teams, fintechs, and clients to optimize accounts payable, procure-to-pay workflows, ERP integrations, payment modernization, and working capital. Leads business process reviews, solution design, client presentations, educational sessions, and complex sales opportunities while translating technical payment capabilities into business outcomes and informing product roadmaps.

Develops profitable commercial banking relationships with companies generating at least $10 million in annual revenue. Identifies new prospects, manages existing portfolios, analyzes financial statements and credit risk, and delivers tailored lending, treasury management, capital markets, and wealth management solutions. Coordinates with internal partners, monitors client performance, supports credit requests, manages pipelines in CRM systems, and builds referral networks through client meetings and industry events.

Leads sophisticated wealth planning for ultra-high-net-worth clients across estate, tax, investment, retirement, insurance, multigenerational, entity-level, and cross-border considerations. Partners with advisors and external professionals, presents client strategies, owns deliverable quality, improves RIA planning processes, develops thought leadership, mentors teammates, and ensures regulatory, fiduciary, and firm-policy compliance.

Provides investment advisory and portfolio management services to Private Bank clients. Develops investment policy statements, constructs and manages portfolios, communicates market insights, retains and grows assets under management, and acquires new client relationships. Partners with Wealth Management Advisors and internal investment teams while ensuring adherence to investment policies, managing risk, and delivering presentations and investment solutions.

Serve as trusted advisor coordinating specialists to deliver wealth planning, investments, private banking, risk management, and trust services. Build and manage client relationships and pipelines, execute financial plans, ensure service standards, onboard clients, manage profitability, and comply with regulatory and risk controls.