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Serves as a trusted advisor and coordinator for Private Bank clients, developing relationships, prospecting for new business, identifying wealth management opportunities, and coordinating specialists across investments, lending, trust, risk, and planning. Leads client onboarding, reviews, service delivery, recommendations, CRM documentation, and relationship profitability while maintaining regulatory compliance and achieving revenue objectives.

Leads complex financial analysis and recurring regulatory reporting filings, ensuring compliance with agency requirements. Develops disclosures, action plans, reporting processes, and financial data systems; monitors reporting calendars, risks, policies, and chart-of-account maintenance. Partners with business lines, management, and regulatory agencies, supports system conversions, resolves process issues, and trains and develops staff.

Assists with financial analysis and recurring regulatory reporting filings. Prepares disclosures and analytical reports, monitors reporting deadlines, maintains chart-of-accounts information, supports financial data systems, researches performance trends, and recommends process improvements to strengthen reporting accuracy and compliance. Collaborates with business managers, finance teams, regulatory agencies, and senior stakeholders while identifying and managing reporting risks.

Manages and oversees closely held and nonmarketable assets within trusts, estates, and foundations. Responsibilities include portfolio administration, financial analysis, asset valuation, corporate actions, transaction support, client and advisor communication, fiduciary compliance, risk escalation, documentation, reporting, and cross-functional collaboration with legal, tax, risk, and operations teams.

Acquire, grow, and retain mass-affluent and Preferred Program customers through consultative sales. Advise customers on financial solutions, meet investment/referral goals, partner with financial center teams, and maintain required licenses and compliance.

Sell, grow, and retain mass-affluent and Preferred Program bank customers using consultative sales. Build trusted relationships, meet investment/referral goals, coordinate with financial center partners, maintain product knowledge, and ensure compliance and SAFE/NMLS registration.

Acquire, grow, and retain mass-affluent and Preferred Program customers through consultative sales. Provide needs-based financial solutions, meet investment sales and referral goals, maintain product knowledge, collaborate with financial center partners, and comply with regulatory and risk requirements.

Acquire, grow, and retain mass affluent and Preferred Program banking customers through consultative sales, needs assessments, referrals, and product solutions. Meet investment sales and referral goals, partner with financial center teams, maintain product knowledge, and ensure regulatory and risk compliance.

Sell, retain, and grow relationships with Preferred Program and mass affluent customers by delivering consultative financial advice, meeting investment and referral goals, partnering with financial center teams, and ensuring compliance and excellent customer experience.

Acquire, grow, and retain mass-affluent and Preferred Program bank customers via consultative sales. Build deep client relationships, meet investment and referral goals, coordinate with financial center partners, maintain product knowledge, and comply with licensing, risk, and regulatory requirements.