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Leads a regional Private Wealth Portfolio Management team serving high-net-worth and ultra-high-net-worth clients. Oversees investment solution delivery, portfolio management, fiduciary and risk compliance, team development, operational improvements, strategic initiatives, and client engagement. Partners with wealth management leaders, advisors, trust officers, and relationship managers to strengthen client outcomes, support business growth, and manage risk. The role also includes business development, travel, regulatory compliance, and loan-originator responsibilities.

Serve as primary branch contact to acquire, manage, and grow consumer and small business relationships through discovery conversations, tailored deposit/credit/investment solutions, digital adoption coaching, service request resolution, and cross-team referrals while meeting compliance and licensing requirements.

Serve as primary branch contact for consumer and small business customers: open accounts, resolve service requests, drive relationship growth via discovery conversations, referrals to Wealth/Home Lending/Business Banking, and promote digital adoption while maintaining compliance and obtaining required FINRA/State licenses.

Serve as primary branch contact for consumer and business customers, proactively acquire and grow relationships, recommend deposit, credit, and investment solutions, drive digital adoption, resolve account inquiries, document actions, and collaborate with Wealth, Home Lending, and Business Banking. Maintain compliance with FINRA/SAFE and company risk policies while supporting branch growth.

Serve as the primary branch contact to acquire, manage, and grow consumer and business relationships. Lead discovery conversations, recommend deposit, credit, and investment solutions, resolve service requests, promote digital adoption, coordinate referrals to Wealth/Home Lending/Business Banking, and maintain compliance with licensing and risk policies.

Serve as the primary branch contact for consumer and business customers: open accounts, resolve service requests, drive digital adoption, and grow relationships through discovery conversations and referrals to Wealth, Home Lending, and Business Banking. Maintain accurate documentation, comply with risk and regulatory requirements, and obtain required FINRA, state insurance, and SAFE registrations.

Serve as primary branch contact to acquire, manage, and grow consumer and small business relationships. Lead discovery conversations, recommend deposit/credit/investment solutions, coordinate referrals to Wealth/Home Lending/Business Banking, handle account openings and service requests, champion digital adoption, and maintain accurate documentation and regulatory compliance. Requires licensing and background screenings.

Serve as primary branch contact for everyday banking, acquiring and growing customer relationships through discovery conversations, referrals to Wealth/Home Lending/Business Banking, account openings, service resolution, and promoting digital adoption. Ensure compliance with regulations, accurate documentation, and risk controls. Role includes temporary licensed- pending status transitioning to licensed Relationship Banker upon completing required SAFE/FINRA/insurance credentials.

Serve as primary branch contact to acquire, manage, and grow consumer and business customer relationships through discovery conversations, product recommendations, account servicing, digital adoption support, and referrals to Wealth, Home Lending, and Business Banking. Maintain accurate documentation, follow regulations, obtain required licenses, and support branch sales and retention goals.

Serve as primary branch contact for consumer and business customers: acquire and grow relationships, recommend deposit/credit/investment solutions, support account opening and service requests, drive digital adoption, and coordinate referrals to Wealth, Home Lending, and Business Banking while maintaining regulatory and risk compliance.