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Provides administrative and client-servicing support to Commercial Relationship Managers: manages credit application workflow, post-closing requirements, loan maturity pipeline, reporting (360, pipeline, maturities, past due), onboarding Treasury Management clients, maintaining data integrity in OneView/RGA, and supporting specialized segments (AG, GIB, SBA).

Researches and responds to loan servicing and loss mitigation escalation inquiries. Communicates with customers by phone, gathers and compiles documentation, drafts responses, notates loan files (attorney representation/cease-and-desist), ensures regulatory and cybersecurity compliance, and supports process improvements. Eligible for overtime; works standard business hours.

Conduct business process analysis and needs assessments to align IT solutions with business initiatives. Translate requirements into scalable Salesforce solutions, support mortgage origination and CRM processes, create reports and dashboards, perform data validation and quality management, monitor system performance, and recommend process improvements. Provide application support and collaborate with IT and business stakeholders.

Manage and grow relationships with high-value commercial clients (typically >$100M revenue). Deliver tailored banking solutions, lead deal structuring and pricing, execute client calls, coordinate internal partners, and drive retention/expansion while exercising strong credit acumen and compliance.

Manage and grow commercial client relationships for businesses up to $50M-$75M in revenue. Prioritize retention and acquisition, deliver tailored banking solutions, coordinate cross-functional teams, manage transaction processes, exercise credit and pricing discipline, and execute advice-driven client engagements to optimize revenue.

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.

Designs, builds, deploys and maintains applications; installs and configures hardware/software; monitors and tests system performance; diagnoses and resolves system issues; implements enhancements; ensures regulatory, risk and cybersecurity compliance; produces documentation and reports; may lead junior associates and own end-to-end processes.

Lead and coach Wealth/Trust Relationship Specialists and Sales Assistants to ensure quality client service, resolve complex client issues, monitor compliance and risk, manage administrative processes, onboard and train associates, and support business operations. May perform general management duties and travel occasionally to support the market.

Develop and maintain a portfolio of affluent and high-net-worth clients using consultative financial planning and advisory approaches. Acquire new clients, expand existing relationships, collaborate with internal partners to deliver wealth products (asset management, trust, estate planning, insurance, lending), manage KYC, compliance, and client meeting preparation, and pursue revenue growth and asset retention goals.

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.