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Frontline banking role building customer relationships through in-branch and outreach interactions. Support account openings, service requests, credit applications, cash handling/teller activities, and referrals to specialists. Promote digital tools, meet compliance and risk controls, and collaborate with branch teammates to drive growth and deliver high-quality customer service.

Supervise and mentor branch support staff, manage day-to-day brokerage support operations, ensure compliance with FINRA and internal policies, identify process improvements, allocate people and financial resources, and interact with peers, managers, and external customers.

Manage and grow relationships with affluent customers, own a book of business, provide multi-product financial solutions across deposits, lending, investments, and home/business banking. Acquire new customers, conduct discovery-driven planning, coordinate with Wealth/Home Lending/Business partners, drive digital adoption, coach colleagues, and ensure accurate documentation, risk compliance, and licensing requirements.

Supervise teller operations and risk controls, deliver excellent customer service, manage teller scheduling and daily operations, coach and develop staff, resolve escalations, and ensure compliance with banking regulations and Loan Originator requirements.

Supervise teller operations and risk controls, deliver excellent customer service, manage teller scheduling and daily operations, coach and develop direct reports, handle operational/customer support tasks, escalate issues, and ensure compliance with banking regulations and loan originator requirements.

Serve customers in-branch by opening accounts, handling transactions, and supporting credit applications. Build relationships through discovery conversations, promote banking products and referrals, use digital tools to guide customers, maintain compliance and risk controls, and collaborate with teammates to ensure seamless handoffs to licensed specialists.

Lead and coach a branch team to drive customer acquisition, deposit and lending growth, and deliver excellent service while managing operational risk. Execute sales routines, partner with internal lines, promote digital banking, analyze performance, and ensure compliance. Complete Branch Manager Readiness program before assuming permanent Branch Manager duties.

Lead and supervise teller operations and risk mitigation to deliver excellent customer service. Manage teller scheduling, daily operations, issue resolution, coaching and talent development, resource allocation, and compliance with banking regulations and Loan Originator requirements. Support customers and escalate concerns while collaborating with branch staff and regional management.

Acquire, manage, and deepen relationships with affluent customers through discovery-driven advice, multi-product financial solutions, and coordinated referrals across Wealth, Home Lending, and Business Banking. Own a book of business, drive deposits, lending and investments growth, champion digital adoption, ensure accurate documentation, and meet licensing and compliance requirements.

Provide advanced investment analysis and recommendation support to Financial Advisors and clients, including allocation adjustments, performance attribution, risk evaluation, tax-aware rebalancing, scenario modeling, and documentation to support implementation, compliance, and audits.