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Recently posted jobs
Fintech
Develops profitable commercial banking relationships with companies generating $50M–$500M in annual sales. Manages complex client portfolios, advises senior executives, coordinates treasury, capital markets, wealth management, and credit partners, and delivers tailored financing solutions. Responsibilities include business development, relationship strategy, financial statement and credit analysis, portfolio risk monitoring, client engagement, CRM usage, and participation in community or industry events.
Fintech
Supports commercial credit underwriting and portfolio monitoring by analyzing borrower and guarantor financials, assessing credit risk, developing financial projections and sensitivity analyses, preparing approval memoranda, monitoring covenants, validating risk ratings, and escalating emerging risks. The role also prepares portfolio review materials, resolves data and documentation issues, supports credit committees, and provides technical guidance to junior analysts.
Fintech
Drive new Middle Market commercial client acquisition and revenue growth through prospecting, networking, referral development, pipeline management, and relationship building. Partner with relationship managers, product specialists, credit teams, and wealth partners to structure financial solutions. Coordinate onboarding, monitor market trends, meet production goals for loans, deposits, and fees, and maintain accurate forecasting while adhering to risk and regulatory standards.
Fintech
Lead and develop a team of licensed retail bankers to meet securities sales and fee-income goals. Coach, train, and conduct client meetings (solo and joint), manage sales planning, maintain product knowledge, handle client issues, run seminars, and build internal/external relationships while ensuring risk and compliance.
Fintech
Drive profitable business development and manage a portfolio of commercial clients ($10M+ revenue). Build relationship strategies with internal partners, analyze financial statements and credit, offer tailored banking solutions (loans, treasury, capital markets), use CRM for pipeline management, and engage in community networking to deepen client relationships and grow revenue while managing risk.
Fintech
The role involves developing and managing high-value commercial banking relationships, leading risk management, credit analysis, and strategic advisory for clients, while ensuring compliance with bank policies.
Fintech
Acquire, grow, and retain Preferred Program and mass affluent banking customers. Build trusted client relationships, assess financial needs, recommend banking and investment solutions, generate referrals, and meet sales goals. Support financial center teams, maintain product expertise, participate in customer outreach and community events, and manage risk while delivering a positive customer experience.
Fintech
Serve as primary wealth planning expert for high‑net‑worth clients (> $10M investable), lead discovery and develop multi‑generational wealth strategies, design and deliver comprehensive wealth plans, coordinate implementation with Private Bank team and specialists, supervise and coach analysts/strategists, and produce thought leadership and training.
Fintech
Rotational management-training program supporting Middle Market commercial banking. Perform underwriting, credit risk assessment, financial and cash-flow analysis, and portfolio monitoring. Create client presentations, run profitability analyses, support relationship managers, complete training, and prepare opportunity memos to transition into a permanent sales or credit role.
Fintech
Responsible for business development in treasury management, client service excellence, managing client portfolios, and risk management while adhering to policies.
Fintech
Lead management of a complex Asset Based Lending (ABL) portfolio, including credit risk monitoring, borrower relationship management, underwriting recommendations, collateral and borrowing base analysis, problem client strategies, documentation of credit decisions, mentoring junior staff, and collaborating with relationship managers and credit teams to preserve asset quality and customer satisfaction.
Fintech
The Director of ABL Portfolio Management manages a complex portfolio of Asset Based Lending clients, focusing on credit risk, customer relationships, and strategic portfolio management.
