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The role involves providing tailored financial advice, building financial plans, and managing client relationships while ensuring compliance with regulatory requirements.

Originates residential mortgage and HELOC loans within a branch, advises clients on borrowing and banking solutions, manages mortgage applications and documentation, conducts outreach and pipeline follow-up, refers clients to internal partners, and partners with leadership to coach associates while balancing sales, risk and regulatory compliance.

Lead a team to design, implement, and maintain technology solutions in an inclusive environment. Provide oversight on software development and application delivery while ensuring compliance with coding standards.

Provide customized financial solutions and advice to clients, build financial plans, and collaborate with internal partners. Meet compliance regulations (SAFE Act) and maintain required licenses.

This role provides financial advice to clients, builds financial plans, triages client requests, and recommends investment strategies. It requires strong relationship-building and communication skills.

Originates residential mortgage and HELOC loans from a branch, advises clients on borrowing and banking products, manages application submission and documentation, maintains client communication throughout the mortgage process, and supports referral and pipeline activities while balancing sales, risk, and regulatory compliance.

Originates residential mortgage and HELOC loans for financial center clients, advises on borrowing and banking solutions, manages mortgage applications and documentation, conducts outreach and pipeline follow-up, coordinates referrals and partners with internal teams to deliver an excellent client experience while balancing sales, risk, and compliance.

Manage customized investment strategies for complex high-net-worth clients, overseeing asset allocation, portfolio construction, security/manager selection, trade execution, risk management, compliance, performance reviews, and client communication. Collaborate with teams to deliver integrated solutions, mentor associates, and support client retention and business development while adhering to fiduciary standards and market guidance.

Design, validate, and optimize fraud detection strategies for digital products (Zelle, Wires, BillPay). Perform complex analysis using SAS/SQL/Excel, track strategy performance, run defect reviews, develop fraud variables, produce reports for senior management, and partner with claims, policy, product, and engineering teams to implement mitigations and project-manage strategy requirements and testing.

Support Financial Advisors by defining investment management philosophy, analyzing portfolios and market research, managing client portfolios and team models, creating analytical performance reports, and advising on pricing and investment solutions while ensuring compliance with SAFE Act registration.