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Acquire, grow, and retain mass-affluent and Preferred Program customers through consultative sales. Advise customers on financial solutions, meet investment/referral goals, partner with financial center teams, and maintain required licenses and compliance.

Sell, grow, and retain mass-affluent and Preferred Program bank customers using consultative sales. Build trusted relationships, meet investment/referral goals, coordinate with financial center partners, maintain product knowledge, and ensure compliance and SAFE/NMLS registration.

Sell, grow, and retain Preferred Program and mass-affluent bank customers through consultative sales. Build trusted relationships, meet investment and referral goals, coordinate with financial center teams and investment executives, maintain product knowledge, obtain required licenses/registrations, and perform occasional local and overnight travel.

Sell, retain, and grow relationships with Preferred Program and mass affluent customers by delivering consultative financial advice, meeting investment and referral goals, partnering with financial center teams, and ensuring compliance and excellent customer experience.

Acquire, grow, and retain mass affluent and Preferred Program banking customers through consultative sales, needs assessments, referrals, and product solutions. Meet investment sales and referral goals, partner with financial center teams, maintain product knowledge, and ensure regulatory and risk compliance.

Acquire, grow, and retain mass-affluent and Preferred Program banking customers through consultative sales, product referrals, and relationship management. Meet investment and referral goals, collaborate with financial center teams, conduct needs assessments, and maintain required registrations and licenses.

Drive acquisition, growth, and retention of mass-affluent Preferred Program customers through consultative sales, product referrals, and relationship management. Meet investment sales and referral goals, collaborate with financial center partners, maintain product knowledge and required licenses, and support customer events and outreach.

Process and monitor high-dollar domestic and international wire and real-time payments, investigate exceptions and fraud/AML activity, support commercial clients, collaborate with internal teams, use multiple servicing systems, and ensure regulatory and compliance adherence.

The Wealth Management Advisor I serves as an advisor to private banking clients, managing wealth planning, investments, and risk management while ensuring high client service standards and collaborating with internal teams.

Lead financial analysis and planning for an affiliate or line of business. Support the CFO in forecasting, profit plans, variance analysis, and strategy to grow revenue and control costs. Drive process improvements, risk management, policy development, and departmental projects. Mentor and supervise staff, allocate resources, and produce presentations and metrics to inform business decisions.