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Lead West Coast Technology Middle Market banking strategy, P&L, and execution. Manage direct and indirect teams, drive client acquisition and revenue, originate credit/treasury/capital markets products, coordinate risk and service delivery, build partnerships across product lines, and develop talent.

Acquire, deepen, and manage relationships with affluent customers by delivering multi-product banking, credit, investment and lending solutions. Own a book of business, perform discovery-driven planning, coordinate with Wealth/Home Lending/Business teams, promote digital adoption, ensure accurate documentation, and meet licensing, compliance, and risk requirements.

Lead credit portfolio manager overseeing a portfolio of complex middle market (primarily Investor Real Estate) clients. Partner with relationship teams to underwrite, structure, monitor, and negotiate large credit facilities, ensure compliance, identify and mitigate risks, and present credit recommendations to senior approvers. Lead projects, mentor peers, and serve as an expert advisor across Commercial Banking.

Manage and grow a moderately complex business banking portfolio by sourcing new clients, deepening relationships, conducting financial and credit assessments, structuring secured and unsecured credit solutions, promoting deposit and treasury products, and ensuring compliance with underwriting and LO regulatory requirements. Collaborate with internal partners to solve client needs and drive portfolio growth within an assigned market.

Lead and coach a branch team to acquire, deepen, and retain customer relationships driving checking, deposits, lending, cards, and investments. Balance growth with operational risk management, partner with internal sales, promote digital solutions, and use reporting to improve performance. Complete Branch Manager Readiness Program to transition into the role.

Supervise teller operations and risk controls, deliver excellent customer service, manage scheduling and daily teller decisions, coach and develop staff, handle operational tasks and escalations, ensure compliance with regulations and Loan Originator requirements.

Lead and coach a branch team to acquire, deepen, and retain customer relationships; drive sales of checking, deposits, loans, cards, and investments; manage performance, risk, compliance and operational excellence; partner with internal business lines; promote digital banking; and complete the Branch Manager Readiness Program to transition into a Branch Manager role.

Acquire, deepen, and manage relationships with affluent and complex banking customers. Provide multi-product financial guidance across deposits, lending, investments, and business banking; proactively source new clients, manage a book of business, coordinate with Wealth, Home Lending and Business Banking partners, champion digital adoption, ensure compliant documentation and risk controls, and support branch service needs and peer coaching.

Manage loan servicing lifecycle for a complex commercial real estate construction loan portfolio. Lead and participate in initiatives, analyze and resolve moderately complex operational and technical issues, complete loan requests and deliverables, ensure compliance with policies and procedures, collaborate with origination and central analysts, and mentor less experienced staff.

Lead a branch sales team to acquire, deepen, and retain customer relationships across consumer and business products. Coach and develop bankers, drive primary checking, deposits, lending, cards, and investments, partner with internal sales partners, use reporting to improve performance, promote digital banking, and balance growth with operational risk management and compliance.