Teams at Beacon Bank

Supports regional marketing campaigns, projects, events, sponsorships, advertising, and promotional initiatives. Creates and proofreads marketing materials, coordinates deliverables and deadlines, collaborates with agencies and vendors, and ensures consistent branding, messaging, policies, and regulatory compliance. The role also assists with event logistics and maintains marketing assets across bank locations and channels.

Analyzes and underwrites commercial credit requests, evaluates financial statements, cash flow, collateral, and compliance, and prepares credit analyses. Maintains and monitors loan portfolios, conducts annual reviews, identifies problem loans, performs market research, and supports relationship managers and customers. May oversee workflow or mentor junior analysts.

Lead organic growth and new client acquisition for a private wealth advisory firm. Build relationships with high-net-worth prospects, founders, executives, business owners, centers of influence, and strategic partners. Develop growth strategy, create referral and engagement opportunities, manage the prospect pipeline and CRM process, establish KPIs, represent the firm at events, and partner with wealth advisors to convert qualified prospects into long-term client relationships.