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Manage and grow a defined book of affluent consumer and business customers through proactive outreach, discovery-driven advice, and cross-product solutions. Acquire new relationships, coordinate with Wealth, Home Lending and Business Banking partners, drive digital adoption, ensure accurate documentation and regulatory compliance, and support branch team performance while meeting licensing and risk standards.

Provide customer-focused banking support across multiple branch locations, handling account openings, transactions, service requests, and credit applications. Build relationships through discovery conversations, promote banking products, perform teller cash handling, and collaborate with branch teammates while maintaining compliance and risk controls.

Lead and develop a branch team to acquire, deepen, and retain customer relationships; drive sales of deposits, lending, cards, and investments; coach performance; partner with internal sales teams; manage operational risk and compliance; complete Branch Manager Readiness Program to transition into role.

Frontline banking role building customer relationships through in-branch and outbound interactions. Support account openings, service requests, credit applications, teller/cash handling, and referrals while following compliance and risk controls.

Grow and manage relationships with affluent customers by delivering holistic banking, lending, and investment solutions. Acquire new clients, manage a book-of-business, coordinate referrals with internal partners, drive digital adoption, ensure accurate documentation, and meet licensing and compliance requirements.

Lead and develop a branch team to acquire, deepen, and retain customer relationships across deposits, lending, cards, and investments. Drive sales performance through coaching, performance management, and partnership with internal sales partners while balancing growth with operational risk, compliance, and customer protection. Complete Branch Manager Readiness Program prior to full placement.

Provide front-line banking support across multiple branch locations, handling account openings, service requests, teller/cash transactions, and credit applications. Build customer relationships through proactive outreach and discovery, refer customers to specialists when needed, and maintain compliance with risk controls and bank policies.

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Lead and coach a branch team to acquire, deepen, and retain customer relationships across deposits, lending, cards, and investments. Drive sales performance, operational risk management, and digital adoption; partner with internal sales teams; complete Branch Manager Readiness Program; manage staffing, performance, and compliance to protect customers and the company.

Lead design, development, and optimization of data-driven applications and visualizations using Microsoft Power Platform and MS SQL/Microsoft Fabric. Advise senior leadership, deliver large-scale solutions, ensure compliance, translate business needs into technical requirements, and drive analytics-driven decision making across the enterprise.