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The Commercial Portfolio Manager supports the credit delivery team by performing credit analysis, underwriting, and ongoing portfolio management for wholesale banking relationships. Duties include risk assessment, loan agreement monitoring, and client communications to grow the portfolio while adhering to banking guidelines.

Responsible for direct sales of cash management business, expanding customer relationships, and ensuring customer satisfaction through effective service delivery.

The Commercial Client Administrator assists Relationship Managers with administrative support, loan documentation, client issues resolution, and customer relationship management tasks.

The Commercial Portfolio Manager analyzes credit, underwrites loans, and manages wholesale banking relationships, ensuring compliance with policies and risk assessment.

Provide administrative support to Relationship Managers, assist with customer transactions, and manage loan documentation and reporting for client accounts.

Financial Advisors consult with clients to assess their financial situations and recommend investment solutions while complying with regulations and maintaining client relationships.

The Senior Credit Analyst underwrites complex loans, prepares credit packages, analyzes financial statements, and supports managers, while supervising junior analysts.