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Serve as primary branch contact for everyday banking, proactively build and grow consumer and business relationships, recommend deposit/credit/investment solutions, drive digital adoption, resolve account service requests, collaborate with Wealth/Home Lending/Business partners, and maintain regulatory and risk compliance while obtaining required licenses.

Acquire and deepen relationships with affluent customers, manage a defined book of business, deliver multi-product banking, lending and investment solutions, coordinate with Wealth/Home Lending/Business Banking, handle account openings and service requests, promote digital adoption, and ensure compliance with documentation, licensing, and risk controls.

Manage and grow a defined book of affluent consumer and business customers through proactive outreach, discovery-driven advice, and multi-product financial solutions. Coordinate with Wealth, Home Lending, and Business Banking to convert opportunities, drive deposits/lending/investments growth, and ensure compliant documentation and strong customer service. Support branch operations and champion digital adoption.

Manage and grow a moderately complex business banking portfolio by sourcing and onboarding clients, deepening relationships, structuring secured and unsecured credit within delegated authority, conducting financial and credit assessments, promoting deposit and treasury products, and ensuring risk and regulatory compliance while collaborating with internal partners to deliver tailored financial solutions.

Frontline role building customer relationships, supporting account openings, service requests, cash-handling, and credit applications. Promote banking products, use digital tools, ensure compliant service, and coordinate referrals to licensed bankers to drive branch growth and customer financial well‑being.

Lead and transform the Wires Investigations operations, managing multiple teams and cross-functional initiatives. Oversee complex wire inquiry resolution, risk and regulatory compliance, process improvements, resource allocation, and stakeholder engagement. Drive industry change programs (SWIFT ISO, Fedwire/Fed initiatives) and modernization while ensuring quality control, audit readiness, and talent development across onshore and offshore teams.

Primary branch contact for consumer and business customers: acquire and grow relationships, recommend deposit/credit/investment solutions, open accounts and resolve service requests, promote digital adoption, coordinate referrals with Wealth/Home Lending/Business Banking, and ensure compliant documentation and risk control. Temporary licensed-path role transitions upon completion of licensing requirements.

Lead evaluation and resolution of complex commercial credit relationships, drive resolution strategies for challenged credits, partner across business lines, analyze multifactor credit issues, lead projects and mentor team members, and ensure adherence to credit policies and regulatory requirements.

Manage and grow a moderately complex business banking portfolio by sourcing new clients, deepening relationships, assessing credit and financials, structuring secured and unsecured credit solutions, promoting deposit and cash management products, and ensuring risk and regulatory compliance while collaborating with internal teams to solve client needs.

Lead evaluation and resolution of complex commercial credit relationships. Develop and execute workout and restructuring strategies, analyze multifactor credit challenges, make risk-based decisions, partner across business lines, lead cross-functional projects, mentor team members, and ensure compliance with credit policies and regulatory requirements to mitigate enterprise risk.