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Serve as trusted advisor and team coordinator for Private Bank clients: prospect and grow relationships, deliver wealth planning, investments, private banking, risk management and trust services, coordinate specialist teams, ensure client service standards, manage onboarding, reviews, CRM updates, and overall profitability while maintaining compliance and required registrations.

Manage liquidation, exit and rehabilitation of large, complex credits. Monitor portfolio, formulate exit strategies, negotiate resolutions, track covenants, prepare reporting, mentor junior officers, and coordinate with legal and wholesale teams to minimize losses.

Manage a portfolio of complex stressed banking relationships: perform credit analysis, underwriting, prepare approval memos, monitor loan payments, covenants, collateral and maturities, support Workout Officers, value collateral, mentor junior staff, ensure proper loan documentation/bookings, assist legal and Real Estate Review, complete ALSR/portfolio reviews, and prepare non-accrual and charge-off memos.

Serve as the primary business transition expert advising high-net-worth business owners on customized transition strategies pre- through post-transaction. Drive AUM and fee growth through client acquisition, coordinate One Bank teams, provide complex tax and trust/estate expertise, create thought leadership, educate advisors, supervise planning analysts, and represent the bank in industry forums and networking activities.

As a Wealth Management Advisor II, you will guide clients to achieve their wealth goals, develop new client opportunities, and ensure a high-quality private banking experience through collaboration and expert advisory services.

The Tax Credit Lending Credit Lead manages a team overseeing complex credit transactions, assesses risk, recommends credit structures, and interacts with clients, focusing on Low Income Housing Tax Credits.

Drive new client acquisition and revenue growth in the Middle Market by prospecting, building relationships with centers of influence, managing a qualified pipeline, partnering cross-functionally to deliver commercial banking solutions, ensuring smooth client onboarding, and meeting production goals while adhering to risk and compliance standards.

Drive new Middle Market client acquisition and revenue through proactive prospecting, pipeline management, market engagement, and relationship development. Partner with relationship managers and product/credit teams to deliver integrated commercial financial solutions, support onboarding, ensure compliance, and meet production goals for loans, deposits, and fee revenue.

Lead wealth planning for high-net-worth clients (> $10M), develop and present multi‑generational estate, tax, retirement, insurance and investment strategies, coordinate implementation with Private Bank teams and external advisors, supervise analysts/strategists, produce thought leadership and training, and support business development and relationship cultivation.

Support and maintain IRA/CD Operations, handle documentation accuracy, compliance functions, and provide customer service for inquiries. Perform operational duties, process transactions, and recommend improvements while managing risks.