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Provide client servicing and transaction support while identifying financial wellness opportunities, recommending products, and deepening client relationships. Process financial transactions accurately, follow compliance and cash-handling procedures, participate in branch huddles, and support branch performance through proactive outreach and collaboration.

The Regional Director of Planning & Investments is responsible for financial planning engagement, advisor development, client experience, and execution of planning initiatives, while representing the region as a subject matter expert.

Process and close consumer loans: review documentation, transmit final documents, book loans and lines of credit, resolve booking issues, ensure regulatory compliance, manage work queues, provide customer service, and support process improvements and special projects.

Lead architecture, development, and operational health of enterprise applications and AI platforms. Mentor junior engineers, set coding and security standards, evaluate new technologies, perform code reviews, and drive platform reliability, performance, and documentation across the organization.

The Private Client Advisor engages clients with investable assets, providing financial wellness and investment solutions while collaborating with bank partners to grow client relationships.

The Private Client Advisor supports Mass Affluent clients by offering investment solutions and financial planning while growing client relationships and collaborating with bank partners.

Provide investment and financial planning services to mass-affluent clients, grow and expand client relationships, meet sales and referral goals, coordinate investment product delivery with branch teams, and cross-sell bank products while maintaining compliance and partner relationships.

Provide investment advisory services to mass-affluent clients ($50K+), build and expand client relationships, deliver comprehensive financial plans, meet sales and referral goals, coordinate investment product delivery with branch teams, and develop center-of-influence partnerships to drive cross-sell opportunities.

Provide investment advice and financial planning to mass-affluent clients, grow and expand client relationships, meet sales and referral goals, cross-sell bank products, partner with branch teams and centers of influence, coordinate investment product delivery, and mentor branch personnel while maintaining required licenses and compliance.

The Private Client Advisor focuses on providing investment solutions to Mass Affluent clients, enhancing client relationships, and achieving sales targets through a consultative approach.