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Facilitates complex commercial loan closings by coordinating lenders, attorneys, title companies, and loan operations. Reviews loan approval memoranda and legal documents, verifies title, insurance, organizational, collateral, flood, OFAC, and due diligence requirements, manages closing pipelines and timelines, and coordinates loan deposits, proceeds, invoices, and disbursements.

Processes and balances customer financial transactions, operates a teller drawer in the lobby or drive-up, identifies cross-selling opportunities, recognizes and reports potential fraud, follows banking and regulatory procedures, and may open or close the bank or participate in community events. The role requires customer service, cash-handling accuracy, flexible shift availability, and occasional travel between branches.

Build and retain customer relationships by identifying financial needs and recommending products and services. Responsibilities include teller operations, account opening and maintenance, digital banking assistance, fraud and risk recognition, referrals to mortgage and wealth specialists, branch opening or closing, and community events. The role requires bilingual Spanish communication, customer service or sales experience, computer skills, and the ability to lift up to 50 pounds.

Manage daily branch operations, including hiring, training, scheduling, facility oversight, staff coaching, sales performance, and employee development. Build and maintain customer relationships, resolve escalated issues, support Personal Banker duties, and grow branch sales through community networking and outbound calling. Collaborate with other banking lines of business to maximize growth and profitability.

Generate mortgage business through outbound calls to prospective and existing borrowers. Analyze customers’ financial needs, research mortgage guidelines, structure and present loan options, assist with applications, collect documentation, monitor loan status, and coordinate with internal teams, vendors, and customers through processing, underwriting, and closing. The role requires strong communication, financial analysis, organization, sales aptitude, computer skills, and compliance with NMLS requirements.

Supports Relationship Managers with high-net-worth client service, account onboarding and maintenance, cash flow requests, portfolio documentation, reporting, reconciliations, and operational issue resolution. Coordinates with internal teams and external professionals, ensures regulatory compliance and data accuracy, prepares client materials, and contributes to workflow improvements. Requires strong investment knowledge, client communication skills, organization, and FINRA Series 7 and 66 licenses or timely completion.

Manage commercial real estate credit portfolios by analyzing borrower and property finances, assessing lending risk, preparing credit approvals, monitoring covenants and asset performance, processing construction draws, and supporting loan closings, modifications, and renewals. The role also reviews legal and loan documents, ensures policy compliance, and collaborates with relationship managers, clients, counsel, and lending teams.

The Sr. Commercial Banker is responsible for managing and growing a portfolio of commercial banking customers, expanding relationships, and developing new business through exceptional service and networking.

The Relationship Manager in Business Banking oversees client acquisition and retention, managing loans, deposits, and treasury relationships while ensuring exceptional customer service and cross-selling financial products.

The Team Lead Portfolio Management oversees a commercial banking portfolio and leads a team of Portfolio Managers and Analysts in workflows, mentoring, and client relationships to ensure compliance with bank policies and effective risk management.