Sell and support treasury management products by providing product marketing, sales demonstrations, financial/pro-forma analyses, pricing proposals, and RFP responses. Prepare contracts and documentation, collaborate with relationship managers and internal teams, maintain industry knowledge, leverage reporting/sales tools to identify opportunities, and ensure compliance with laws and bank policies.

Co-manage and expand high-net-worth client relationships, provide investment strategy, asset allocation, and financial planning; handle account setup, portfolio rebalancing, client meetings, CRM documentation, and collaborate with trust and trading teams to deliver wealth solutions.