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Supports Treasury Management Relationship Managers by performing industry and client research, developing pricing proformas, creating pitch books and presentations, conducting portfolio and relationship reviews, identifying working capital opportunities, using data mining to find TM opportunities, coordinating client meetings, and preparing revenue-generating proposals and ad hoc analyses.

Manage and grow commercial banking relationships for mid-market clients ($20M–$100M), deliver tailored financial solutions, coordinate internal partners, execute credit and pricing decisions, and drive client acquisition, retention, and revenue for the Nashville music and entertainment segment.

Support Treasury FTP by developing and maintaining transfer pricing methods, capturing market risks (rate/liquidity), producing reporting and attribution analyses, aiding profitability and balance-sheet decisions, building QRM ALM cash flow models, and coordinating with finance, risk, and business partners on governance and ad hoc analyses.

Perform internal audit engagements per professional standards: assist in audit planning and risk assessment, execute audits, create audit workpapers, draft audit issues, and recommend process improvements with limited supervision.

Develop and maintain relationships with affluent and high-net-worth clients, provide comprehensive wealth products and financial planning, collaborate with internal partners for trust, asset management, insurance and lending solutions, manage KYC/compliance, grow assets and mentor junior associates.

Establish and manage a portfolio of bank customers by providing investment solutions and financial planning to meet clients' short- and long-term goals. Prospect and build client relationships, maintain a sales pipeline, conduct portfolio reviews, mentor junior staff, and ensure compliance with corporate and industry protocols. Role is incentive-eligible and commission-based.

Establish and manage customer investment portfolios by providing financial planning, investment products, and portfolio guidance. Prospect and build client relationships, maintain a sales pipeline, conduct performance reviews, mentor junior staff, and ensure compliance with corporate and industry regulations.

Manage and grow commercial client relationships (clients up to $20M revenue). Develop relationship strategies, deliver tailored banking solutions, execute advice-driven client calls, manage transactions through close, exercise credit and pricing discipline, and collaborate with business partners to optimize revenue.

The Small Business Relationship Manager identifies and grows client relationships, delivers financial solutions, assesses financial needs, and collaborates with branches to provide tailored services to small business clients.