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Supports Wealth Advisors by managing client service requests, onboarding and new account opening, appointment scheduling, workflow submissions, CRM and pipeline updates, funding follow-up, audit preparation, and operational coordination. The role also supports prospecting, telemarketing, referrals, seminars, client relationship development, and sales activity reporting while maintaining regulatory compliance. Training and support are provided to obtain Series 7 and 66 licenses.

Leads a regional team of approximately 20 Wealth Advisors, directing sales and marketing strategy, recruiting, mentoring, budgeting, performance management, regulatory supervision, auditing, trade review, and compliance. Develops affluent client relationships, supports financial planning conversations, identifies investment and insurance opportunities, and drives team financial results. Requires registered principal experience, FINRA supervision expertise, relevant securities and insurance licenses, and a proven record managing direct sales teams.

Acquire, onboard, and retain affluent and high-net-worth clients while growing deposits, investments, lending balances, and client satisfaction. Conduct financial discovery conversations, present personalized strategies, coordinate with Wealth Advisors and CFPs, and collaborate across banking teams to deliver seamless client experiences. Track relationship activity in Salesforce CRM and manage a growing book of business through proactive outreach and referrals.

Acquires and onboards affluent and high-net-worth clients, grows deposits, investments, and lending balances, and deepens relationships through proactive financial conversations. Partners with Wealth Advisors, CFPs, and other banking teams to deliver personalized strategies and seamless client experiences. Tracks client activity in Salesforce, supports regulatory controls, and achieves goals related to assets, deposits, lending, and client satisfaction.

Manages a commercial real estate loan portfolio through credit underwriting, risk administration, financial analysis, monitoring, documentation, and client support. Structures and recommends credit and covenant terms for new business, renewals, and modifications; monitors existing relationships for compliance and credit quality; collaborates with relationship managers; and manages moderately complex credits while meeting deadlines and risk policies.

Provides underwriting, credit analysis, and end-to-end loan transaction management for private banking and ultra-high-net-worth clients. Evaluates specialty lending requests, reviews financial documentation, recommends credit terms, coordinates approvals and closings, monitors pipelines, supports portfolio quality, and maintains client relationships. Ensures lending activities comply with credit policies, regulatory requirements, and fiduciary obligations while partnering with relationship managers, credit officers, investment advisors, and trust services.

Handles customer fraud inquiries by phone, using critical thinking, active listening, empathy, and analytical reasoning. Navigates multiple banking systems, assesses resolution options, documents outcomes, processes claims, and maintains records accurately. The role requires effective communication, multitasking, computer proficiency, and customer service skills in a hybrid contact-center environment.

Underwrite and analyze specialty lending requests for private banking and ultra-high-net-worth clients. Manage loans end to end from initial inquiry through approval, closing, funding, and post-closing activities. Review financial statements, collateral, credit history, and documentation; recommend loan structures and terms; monitor pipelines and portfolio performance; ensure regulatory and policy compliance; and coordinate with relationship managers, credit officers, investment advisors, trust services, and external parties.

Supports the Branch Manager in overseeing daily activities across multiple branch locations, supervising operations, coaching colleagues, and driving sales and customer experience goals. Promotes mobile and online banking, manages branch operations in the manager’s absence, translates business priorities into actionable objectives, interprets financial reports, and builds customer relationships through community partnerships. The role requires strong organizational, financial, risk, communication, and leadership skills.

Leads enterprise strategy, architecture, and implementation for agentic identity and non-human identity security. Designs authentication, authorization, secrets management, token governance, machine identity, workload identity, privileged access, and identity governance frameworks across cloud, SaaS, hybrid, and on-premises environments. Partners with engineering, architecture, security, and product teams while mentoring technical leaders and influencing executives. Requires deep IAM expertise, modern software engineering experience, AWS, Linux, CI/CD, distributed systems, and API security knowledge.