Design, build, and maintain integrations using REST, webhooks and partner SDKs; automate workflows; implement monitoring, logging and error handling; evaluate and govern AI tools; develop lightweight APIs/middleware; and provide backup SSRS and Power BI reporting support while collaborating with business teams.

Provide personalized financial planning and account-opening support for small-wealth members (household assets ≤ $25K). Build relationships, match appropriate services, complete compliant documentation, and promote additional member services while coordinating with Investment Solutions Specialists and branch staff.

Serve members at branch by assessing and approving loans and mortgages within discretionary limits, providing financial advice and investment referrals, completing accurate loan and account administration, and promoting cross-sell opportunities while supporting branch operations and collections processes.