Processes escrow disbursements for mortgage and consumer loans, including taxes, hazard insurance, and PMI. Reviews tax and escrow reports, reconciles general ledger accounts, performs loan setup quality checks, manages insurance and service-provider relationships, maintains servicing records, analyzes operational reports, and responds to client inquiries. The role also supports issue resolution, reporting, and departmental projects while maintaining accuracy and service quality.

The Private Banking Account Executive develops relationships with high-net-worth clients, providing tailored banking services and ensuring exceptional client satisfaction while managing a personal book of business.

Lead new business opportunities in venture banking, build key relationships with startups and VC firms, and manage client accounts. Represent the bank at industry events and provide strategic banking advice to clients.