Patriot Bank, N.A.

Project Manager

• Lead and manage all projects and initiatives within the Institutional Banking Group, from concept through completion.
• Develop and maintain a centralized tracking system for all ongoing projects, timelines, milestones, and deliverables.
• Coordinate cross-functional teams, ensuring clear ownership, accountability, and progress across business units and support departments.
• Prepare regular senior management and executive-level reports summarizing project status, risks, resource needs, and key decisions.
• Conduct timely follow-up with stakeholders to ensure progress and escalate delays or obstacles where necessary.
• Facilitate project governance meetings, track action items, and ensure timely closure and documentation of outcomes.
• Proactively identify areas requiring process improvement, policy updates, or operational enhancements to improve project efficiency and delivery.
• Support resource planning, prioritization, and capacity management across concurrent initiatives.
• Maintain strong alignment with Compliance, Risk Management, Operations, and Technology partners to ensure regulatory and operational requirements are incorporated into all project deliverables.
• Ensure adherence to BSA/AML requirements, network requirements and internal compliance policies.

VP, Project Manager

Operations

• Support day-to-day operational functions within the Institutional Banking group.
• Ensure accuracy, timeliness, and compliance of operational activities.
• Investigate and resolve exceptions, discrepancies, and incidents and customer inquiries.
• Maintain daily operational reporting, including transaction volumes, limits, and settlement activity.
• Coordinate with fintech partners and internal stakeholders to support payment flows and settlement processes.
• Manage prefunding, reserve accounts, and settlement reconciliation processes.
• Oversee end-to-end processes to effectively set up new institutional accounts.
• Monitor for accuracy, documentation, and risk controls.

Operations Analyst

Account Manager

• Serve as the primary relationship manager for High Net Worth individuals, families, and their closely held businesses.
• Deliver customized credit solutions such as tailored lending structures, liquidity strategies, and balance-sheet optimization.
• Build long-term, trusted advisory relationships with affluent clients, family offices, and key professional advisors (CPAs, attorneys, wealth advisors).
• Identify cross-sell and deepening opportunities across credit, treasury, and private banking offerings.
• Proactively cultivate new HNW and business relationships through referrals, networking, and strategic outreach.
• Actively manage a portfolio of HNW and commercial credit relationships, ensuring ongoing credit quality.

Senior Relationship Manager

Business Development Rep

• Assist in maintaining and expanding relationships with HNW clients and House Accounts through proactive communication and exceptional service.
• Support the Vice President and senior Relationship Managers in onboarding new clients by coordinating documentation and workflow with Deposit Operations, Lending, and Credit.
• Serve as a professional point of contact for clients, addressing inquiries, coordinating transactions, collecting documents for loan underwriting, and escalating issues appropriately.
• Assist with property-related site visits or assessments as needed to support lending and relationship management.
• Collaborate with internal teams (Deposit Operations, Lending, Credit, Compliance) to deliver integrated client solutions and ensure a consistent service experience.
• Participate in initiatives led by the Office of the President to refine HNW service models, operational efficiency, and client engagement strategies.
• Proactively manage meeting and lounge readiness, coordinating all hospitality details to ensure a discreet, seamless, and elevated experience for executives and founder clients.
• Some evening and weekend work will be required in the BH office.

Business Development Banker

Risk

• Support the Chief Risk Officer (CRO) in oversight and execution of the Bank’s Enterprise Risk Management framework.
• Provide executive oversight of Compliance, BSA/AML, Change Management, New Products, and Model Risk Management.
• Ensure effective governance and sustainability in risk management practices.
• Design, implement, maintain, and enhance the Bank’s Enterprise Risk Management framework.
• Provide oversight of the Compliance Management System.
• Assist in regulatory examinations and coordination of examination responses.
• Oversee enterprise Change Management processes for operational risk identification.
• Provide independent risk oversight for new products and services.
• Prepare and deliver risk reporting to senior management and Board committees.
• Lead and mentor senior leaders within Compliance, BSA/AML, and Program Management functions.

SVP, Deputy Risk Officer

Vice President

• The AVP, BSA Specialist, serves in an advisory and oversight capacity for BSA Institutional activities.
• Primary responsibility for assessing the adequacy and effectiveness of governance, risk management, and internal controls for the Bank’s Third-Party Program Managers and cobranded programs.
• Conduct due diligence on new Program Managers and cobrands to assess risks, controls, and risk appetite tolerance.
• Lead BSA and Fraud oversight testing of Program Managers and cobrands and evaluate effectiveness and/or recommend action plans to remediate observed deficiencies.
• Ensure adherence to Patriot Bank’s risk appetite statement and alignment with the bank’s policies, procedures, and strategic objectives.
• Partner with business stakeholders such as Operations, Institutional Banking, and Compliance teams to strengthen payment program controls.
• Deliver metrics to BSA leadership on a regular cadence that provides insight into the state of the Program Manager’s testing results.
• Prepare management information (“MI”) utilized for executive reporting to risk committees and the Board on oversight results, trends, and alignment with Patriot Bank’s risk appetite.
• Assist in the preparation of responses to internal audit, regulatory examinations, and external reviews as well as support remedial efforts.
• Supports other initiatives, engagements, and projects as needed.

AVP, BSA Specialist

Strategy

• Lead the execution of enterprise initiatives that support the modernization and simplification of Operations.
• Translate high-level strategy into actionable projects, managing execution, timelines, and resource alignment.
• Facilitate cross-functional collaboration to solve complex operational challenges using structured problem-solving frameworks (e.g. Scrum, Agile methodologies).
• Identify opportunities for standardization, efficiency gains, and service delivery improvement across retail channels.
• Champion Agile and Scrum methodologies to drive efficient delivery, prioritization, and continuous improvement.
• Lead cross-functional initiatives, ensuring alignment across stakeholders and timely execution of strategic objectives.
• Manage competing priorities across multiple initiatives while maintaining a focus on measurable outcomes.
• Influenced decision-making through data-driven insights and strong stakeholder engagement.
• Foster a culture of accountability, innovation, and continuous improvement.
• Own the strategy and implementation of process automation within the Operations division, targeting high-impact manual or repetitive processes.
• Partner with IT to evaluate and deploy automation technologies and system enhancements.
• Leverage expertise with core banking systems and Treasury Management platforms to streamline and digitize operations.
• Drive testing, change management, and rollout of automation initiatives to ensure successful adoption and performance outcomes.
• Conduct operational reviews to identify inefficiencies, handoff delays, or unnecessary controls that can be automated or redesigned.
• Engage with frontline teams to gather insights and implement changes that are practical, scalable, and compliant.