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Regional Wealth Managers lead Wealth Management Teams, focusing on profitability, sales, regulatory compliance, and client service across multiple markets. They ensure performance against goals and develop community relations to generate new business.

The Financial Analyst conducts complex financial analysis and modeling, evaluates financial performance, prepares reports, and recommends improvements to enhance profitability and operational strategies.

Manage and coach a regional team of mortgage originators to meet production goals; recruit and develop staff; coordinate local marketing and external referral relationships; ensure compliance with mortgage and trust regulations and work with operations to meet service levels.

Acquire, manage, and grow commercial deposit relationships focusing on core operating balances and retention. Serve as primary relationship owner, identify treasury/cash management needs, partner with Treasury Management, execute business development and cross-sell strategies, and support strategic planning and compliance.

Manage and underwrite an intermediate-to-complex commercial loan portfolio, performing credit analysis, underwriting, documentation reviews, portfolio monitoring, risk rating updates, and preparing credit approval packages. Partner with relationship managers and internal teams to grow and service wholesale banking relationships, ensure regulatory compliance, and identify cross-sell opportunities.

Lead enterprise deposit pricing strategy across all customer segments to drive balance sheet growth, liquidity, NIM, and profitability. Build analytics, elasticity models, scenario forecasts, and governance; partner with Treasury, Finance, ALCO, Product, Marketing, and Technology; present recommendations to senior leadership and facilitate Deposit Committee decisions.

Support origination, servicing, and maintenance of consumer and commercial card accounts. Process account setups and updates, resolve escalated inquiries and disputes, handle high-volume service requests, produce reconciliation and compliance reports, monitor fraud indicators, collaborate with internal partners for process improvements, and participate in system testing.

Support Financial Advisors by opening and maintaining investment accounts, scheduling client meetings, executing trades, researching account positions, assisting with transfers and compliance documentation, and providing client service to grow and maintain client relationships.

The Training Specialist facilitates training for associates, manages training labs, and ensures quality learning experiences while providing feedback and documentation on training sessions.