Develops and expands commercial treasury relationships by sourcing new business, delivering treasury and deposit solutions, cross-selling bank products, and managing client portfolios. Uses CRM to track pipeline, negotiates deals, prepares proposals/RFPs, mentors junior staff, and represents the bank in the community. Ensures compliance with federal regulations and AML/CFT requirements, meets sales goals, and frequently travels to client meetings and industry events.

Solicit and develop SBA 7(a), 504, and USDA B&I loan transactions; generate leads, build client relationships, manage pipeline via CRM, coordinate with underwriting and closers, ensure regulatory compliance, train junior staff, contribute to department profitability, and travel frequently to meet clients and represent the bank.