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Lead and develop a branch team to drive customer acquisition, deepen relationships, and grow deposits, lending, cards, and investments. Coach bankers, manage performance, partner with internal sales teams, promote digital banking, use reporting to improve outcomes, and balance growth with operational risk management and compliance.

Solicit and originate residential mortgages via realtor/builder/bank relationships. Deliver compliant loan applications, analyze moderate credit/financial data, quote rates, and maintain customer communication. Maintain marketplace visibility, pursue training, and meet SAFE/NMLS and Loan Originator regulatory requirements.

Provide in-branch banking support across multiple locations, handling account openings, service requests, cash transactions, credit applications, and proactive customer conversations to identify and refer appropriate banking solutions while maintaining compliance and risk controls.

Serve as primary branch contact to acquire, manage, and grow consumer and business relationships. Lead discovery conversations, recommend deposit/credit/investment solutions, support digital adoption, resolve service requests, coordinate referrals to Wealth/Home Lending/Business Banking, and comply with regulatory and risk requirements while obtaining required FINRA, SAFE, and insurance licenses.

Originate and manage jumbo residential mortgage loans for affluent clients by building referral relationships, assessing borrower credit and financials, quoting rates, and ensuring compliance with SAFE and Regulation Z requirements. Provide high-quality customer service, stay current on market trends, and pursue required training and licensing.

Originate and produce compliant jumbo residential mortgages for affluent clients. Build referral relationships with realtors, builders and financial professionals, evaluate credit and financial data, explain mortgage programs, quote rates, complete applications, and ensure timely customer communication while maintaining adherence to SAFE and Regulation Z requirements.

Lead and develop a branch team to drive sales of deposit, lending, card, and investment products. Coach staff, manage performance and operational risk, partner with internal sales teams, promote digital banking, and complete a Branch Manager Readiness program before transitioning to a Branch Manager role.

Grow and manage relationships with affluent customers, acquire new clients, deliver multi-product financial solutions across deposits, lending, investments and business banking, coordinate referrals with Wealth/Home Lending/Business partners, drive digital adoption, ensure compliant documentation and risk controls, and manage a defined book of business to drive retention and balanced growth.

Serve as primary branch contact to acquire, manage, and grow consumer and business relationships through discovery conversations, coordinated referrals, digital adoption, account servicing, and compliant documentation while supporting cross-functional partners in Wealth, Home Lending, and Business Banking.

Solicit and produce compliant residential mortgage loans, build referral relationships with realtors and partners, evaluate borrower credit and financials, quote rates, manage applications and lock-ins, maintain regulatory SAFE/NMLS compliance, and provide high-quality customer service.