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The role involves developing and managing high-value commercial banking relationships, leading risk management, credit analysis, and strategic advisory for clients, while ensuring compliance with bank policies.

Manage a complex commercial middle-market credit portfolio through financial analysis, risk assessment, underwriting, monitoring, renewals, and credit decisions. Partner with relationship managers and credit risk teams on deal structuring, pricing, documentation, and risk mitigation. Identify emerging credit issues, ensure policy and regulatory compliance, deliver portfolio reporting to senior management, maintain accurate credit records, and coach junior portfolio management and credit analyst staff.

Acquire, grow, and retain Preferred Program and mass-affluent banking customers through consultative sales and needs-based financial solutions. Build trusted-advisor relationships, meet investment and referral goals, promote banking products, coordinate with financial-center and investment partners, and maintain a revenue-producing book of business. Participate in customer outreach, seminars, community events, and team sales activities while managing risk and maintaining regulatory compliance.

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 expertise, participate in customer outreach and community events, and manage risk while delivering a positive customer experience.

Acquire, grow, and retain Preferred Program and mass affluent banking customers. Build trusted relationships through consultative sales, assess financial needs, recommend banking and investment solutions, generate referrals, and meet investment sales goals. Partner with financial center teams and Investment Executives, support sales activities, maintain product knowledge, participate in customer outreach and community events, and manage risk and compliance requirements.

Manages an asset-based lending portfolio through a team of Portfolio Managers. Oversees client retention and renewals, credit and risk strategies, problem loans, workouts, restructurings, covenant issues, pricing, and syndicated transactions. Reviews credit requests, risk ratings, watch assets, and legal considerations; presents recommendations to bank risk teams. Leads performance management, training, talent development, and senior client relationships while minimizing credit losses and supporting portfolio growth.

Serve as a trusted advisor coordinating specialists to deliver wealth planning, investments, private banking, risk management, and trust services. Build client pipeline, execute consultative sales, manage client relationships and profitability, conduct reviews and onboarding, ensure compliance and timely CRM documentation, and achieve revenue targets while meeting Private Bank service standards.

The Wealth Management Advisor I serves as an advisor to private banking clients, managing wealth planning, investments, and risk management while ensuring high client service standards and collaborating with internal teams.

Serve as a trusted private bank advisor coordinating specialists to deliver wealth planning, investments, private banking, risk management and trust services. Build client relationships and pipelines, execute consultative sales, manage client onboarding and reviews, ensure service standards and CRM documentation, coordinate with third-party advisors, and meet profitability and regulatory requirements.

Serve as trusted advisor for Private Bank clients, build and manage client relationships, coordinate specialist teams to deliver wealth planning, investments, lending, and trust services, drive AUM growth, ensure service standards, manage risk and compliance, and lead client onboarding and reviews.