Shape the future of client servicing in Private Banking by managing client inquiries, operational responsibilities, and cross-selling bank services. Drive risk management and compliance to ensure high-quality service and successful client retention.

Manage the administration of custody, escrow, and IRA accounts, ensuring compliance and exceptional client service. Collaborate with colleagues and clients to optimize account relationships while meeting regulatory standards.

Oversee the administration of custody and retirement accounts, ensuring compliance with regulations and policies while fostering strong client relationships and providing high-quality service across account management activities.

Deliver excellence in closing by managing documentation, timelines, and relationships, ensuring successful funding and compliance. Lead a team to provide clients with a seamless closing experience within a dynamic banking environment.

Unlock your potential by managing a diverse loan portfolio, collaborating with stakeholders to maximize recovery and minimize losses through strategic restructuring and negotiations in a dynamic team environment.