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The CAM Supervisor directs the daily workflow of a team, resolves complex customer management issues, provides leadership and training, and ensures compliance with regulations and internal controls. They supervise staff, enhance internal controls, and participate in process improvements, while working under minimal supervision.

The Affluent Market Sales Assistant provides administrative and sales support to financial advisors, assisting with customer relationship maintenance, preparing sales materials, coordinating meetings, processing paperwork, and supporting audit and compliance activities. They also help manage the sales force's calendars and maintain sales reporting.

The Senior Administrative Assistant provides high-level administrative support to senior management, including managing correspondence, scheduling, planning business presentations, and maintaining compliance with operational standards.

The Senior Relationship Manager is responsible for managing an assigned portfolio of loan and deposit relationships with small business clients, soliciting new business, managing risk and credit decisions, and servicing existing clients. The role involves achieving established sales goals, networking with referral sources, and effectively negotiating with underwriters and clients to maximize revenue while minimizing risk.

The Affluent Market Financial Advisor provides individualized financial solutions for mass affluent clients, focusing on investments and insurance. Responsibilities include analyzing client needs, delivering tailored advice, collaborating with partners to enhance referrals, coaching junior advisors, and ensuring compliance with regulatory standards. The aim is to meet or exceed sales goals while fostering strong client relationships and promoting a diverse working environment.

The Tech Team Lead manages engineering and architecture teams, oversees project queues, enhances client relationships, and drives technology adherence and innovation while ensuring the completion of schedules and departmental objectives.

The Relationship Manager III will manage key client relationships, collaborate with various teams to meet client objectives, interpret complex finance documents, and oversee client onboarding and compliance tasks. Responsibilities also include conducting reconciliations, liaising with stakeholders, and ensuring adherence to risk and regulatory standards.