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Lead and coach a branch team to acquire, deepen, and retain customer relationships; drive sales of checking, deposits, lending, cards, and investments; manage performance, operational risk, and cross‑functional partnerships; complete Branch Manager Readiness Program and model compliance and customer protection behaviors.

Solicit and originate residential mortgage loans, build referral relationships, evaluate low-to-moderately complex credit and financial data, quote rates, guide customers through loan products and underwriting requirements, ensure compliance with SAFE/Mortgage regulations, and maintain high customer service and market visibility.

Build and grow relationships with small business clients, manage a portfolio, provide tailored financial solutions (accounts, credit, treasury, digital services), prospect and collaborate with partners, ensure compliance, and complete Loan Originator registration and regulatory requirements.

Originate and solicit residential mortgages, build referral relationships with realtors and financial professionals, evaluate low-to-moderately complex credit and financial data, quote rates and lock registrations, ensure compliance with S.A.F.E. and Regulation Z requirements, and provide timely customer service throughout the mortgage process.

Solicit and originate residential mortgages for high-net-worth clients, produce compliant jumbo loans, develop referral relationships, analyze credit and financial data, quote rates and lock registrations, and ensure regulatory compliance with SAFE and Loan Originator requirements while providing high-quality customer service.

Provide frontline banking service by building customer relationships, performing account openings, cash handling, and service requests. Identify customer needs, promote banking products, make referrals to specialists, use digital tools, and comply with risk and regulatory controls. Support branch growth through outreach and teamwork.

Build and deepen customer relationships through discovery conversations, account openings, service requests, and credit applications. Support cash handling and teller activities while promoting banking products, making referrals, and using digital tools. Deliver compliant, accurate service, escalate risk concerns, and collaborate with branch teammates to ensure seamless customer experiences.

Originate and produce compliant jumbo residential mortgage loans for high‑net‑worth clients. Build referral relationships with realtors, builders, and financial professionals; analyze financial and credit information; quote rates and process applications; understand appraisals and title reports; ensure compliance with SAFE and Regulation Z requirements; maintain proactive customer communication and complete required training.

Originates and manages residential mortgage loans for high-net-worth clients, soliciting referrals, producing compliant jumbo loans, analyzing credit/financial data, advising customers on products and underwriting, and maintaining marketplace visibility while meeting SAFE/NMLS and Regulation Z requirements.

Solicit and produce compliant residential mortgages, build referral relationships, analyze low-to-moderately complex credit/financial data, advise clients on mortgage products, maintain regulatory compliance (SAFE/NMLS), and deliver high-quality customer service.