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Originates residential mortgage loans and advises clients on mortgage, HELOC, and other lending products. Manages pipeline, submits applications, gathers documentation, provides ongoing client communication, and partners with internal teams. Must comply with SAFE Act registration and balance sales, risk, and client experience.

Originates residential mortgage loans and delivers lending solutions (First Mortgage, HELOC) from a local financial center. Advises clients on borrowing needs, submits mortgage applications, collects documentation, manages pipeline and client communications, and cross-sells other banking products. Balances sales performance, operational risk, and compliance, and must maintain SAFE Act registration.

Provide customized financial advice and solutions, meet clients to review financial goals, triage leads, and mitigate risks while collaborating with internal partners.

The Credit Advisor is responsible for developing custom credit relationships with strategic wealth clients, managing existing portfolios, driving revenue, and educating Advisors on credit solutions.

Responsible for defining architectural vision and solutions for Mainframe Storage, leading multiple competing deliverables, and ensuring compliance with non-functional requirements.

This role involves acquiring new clients, deepening relationships, and managing the client process to drive business development in private banking.

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.

Provide client service support to Financial Advisors by managing client requests, ensuring accurate client materials, promoting banking and investment offerings, supporting operational excellence and risk compliance, and covering team activities to maintain a client-first experience.

Provide comprehensive financial advice and customized investment and banking solutions to clients. Triage leads, refer clients to internal partners based on needs and assets, meet to review goals, recommend products, mitigate risk, identify new clients, and complete required licenses and trainings (including SAFE Act registration for mortgage origination).

Serve as primary planning lead for senior executives in a corporate-sponsored wealth program. Provide holistic wealth, tax, estate, retirement, and executive compensation planning; coordinate specialists across investment, credit, banking, and trust; build trusted executive relationships; educate clients; and ensure compliant, personalized solutions to maximize value of company-sponsored compensation and benefits.