Manages strategic banking processes, initiatives and new product development for Private Wealth Management Banking
Supports PWM Banking Products and Development Manager on strategic banking initiatives
Leads banking process workstreams to ensure goals are met
Creates white papers by conducting industry research
Proactively establish and monitor pricing for loans less than $1.0mm
Assesses the financial impact of all modernization activities
Utilizes loan level data to identify opportunities, risks and make recommendations
Identifies and mitigates risk for banking products
Serves as subject matter expert with Technology, data analytics and Consumer Product teams
Provides guidance and support on government, risk management, and compliance activities
Develops strong collaboration with internal partners
Coordinates regulatory examinations and prepares detailed presentations

Bachelor’s degree in Business, Finance or a related field
Ten (10) years of relevant banking experience
Previous Private Banking experience
Previous Commercial Underwriting experience
Proven experience leading workstreams and process improvements
Knowledge of lending regulatory requirements for commercial and consumer lending

Private Wealth Management Partner

Key skills