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The Salesforce Product Analyst collaborates with teams to define user stories, assist in product roadmaps, analyze data, and support agile initiatives in the financial services sector.

Develop and manage commercial real estate lending relationships, evaluate borrower creditworthiness, structure loans, prepare term sheets and credit memos, negotiate loan terms, monitor portfolio credit quality, ensure documentation and compliance, and support business development and training initiatives.

The Tax and Insurance Administrator assists in accounting and finance tasks, prepares tax and insurance documents, and maintains records for claims and reports.

Lead the bank's community development finance strategy to advance CRA performance through lending, investments, services, and partnerships. Oversee Community Development Officers, manage LIHTC and EQ2 portfolios, coordinate with Credit, Lending, and Investment teams, and run outreach, grant programs, and reporting (including the annual Social Impact Report). Represent the bank externally and prepare regular updates for senior leadership and committees.

Design and lead enterprise solutions architecture to align systems, infrastructure, and applications with business capabilities. Advise projects, define standards, evaluate technologies, build roadmaps, document designs, and ensure architecture governance across cloud and on-prem portfolios.

Prepare and support quarterly and annual ASC 740 tax provisions, analyze temporary/permanent differences, draft technical memos, prepare tax returns and disclosures, perform research, support audits and tax examinations, maintain UTP and tax workpapers, and assist with automation and responses to federal/state tax authorities.

Leads 1–3 bank branches to achieve sales, revenue, and credit quality goals. Spends ~70% of time on business acquisition, coaches and develops staff, manages budgets and operations, ensures compliance and risk controls, grows customer relationships and community presence, and oversees hiring and performance management.

The role involves reviewing customer records to detect money laundering and fraud, ensuring compliance with AML standards, and supervising due diligence processes.

The Commercial Card Account Manager supports clients in optimizing their card programs, addressing issues, and enhancing service efficiency while maintaining relationships and communications with stakeholders.

The Treasury Solutions Head of Account Services leads strategy and development of account services, ensuring product delivery and performance, while managing teams and vendor relations.