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Leads securities production and coaches licensed retail bankers. Conducts client meetings, recommends investment solutions, manages a client book, develops referrals, achieves sales and fee-income goals, and supports risk and compliance requirements. Provides training, seminars, sales planning, reporting, and relationship management while coordinating banking solutions such as loans, deposits, and estate planning.

Leads securities sales and investment production within an assigned banking territory. Coaches, trains, and develops licensed retail bankers; conducts client appointments; recommends investment and financial solutions; manages sales planning, referrals, reporting, and follow-up; and maintains strong client relationships. Requires brokerage experience, securities and insurance licenses, advanced investment-product knowledge, sales ability, and travel within the territory.

Provides bilingual English and Spanish telephone customer service for banking customers. Resolves inquiries, explains products and policies, enters and verifies customer information, troubleshoots issues, completes service requests, protects confidential information, and identifies opportunities to educate customers about self-service channels and relevant bank products. Requires strong communication, problem-solving, computer, and data-entry skills.

Leads investment sales production for a team of licensed retail bankers. Coaches and develops bankers, conducts client investment meetings, sells securities products, manages sales planning, builds client relationships, generates referrals, supports business development, and ensures risk and compliance practices. The role requires strong securities knowledge, relationship-building, communication, coaching, presentation, and sales skills, along with required financial licenses.

Leads securities sales and production for a team of licensed retail bankers. Coaches and trains bankers on investment strategies, conducts client appointments, manages a client book, develops referrals, achieves sales and fee-income goals, and ensures compliance with bank risk policies. Builds internal and external relationships, conducts seminars, coordinates team activities, tracks performance, and promotes financial solutions aligned with client needs.

Lead and coach a team of licensed retail bankers to sell securities and investment products, manage client relationships and sales planning, conduct client meetings and seminars, and achieve securities fee income and sales goals while ensuring compliance and strong client experience.

Serves as the primary wealth advisor and coordinator for Private Bank clients. Develops new business, manages client relationships, identifies opportunities across investments, lending, deposits, estate planning, and wealth planning, and coordinates internal specialists and external advisors. Leads onboarding, client reviews, recommendation implementation, profitability management, risk processes, and service delivery while meeting revenue objectives and maintaining accurate CRM records.

Performs commercial credit underwriting, portfolio monitoring, financial and risk analysis, covenant tracking, credit approval memo preparation, projection modeling, and portfolio reporting. Identifies emerging risks, evaluates borrower ratings, maintains credit data accuracy, supports portfolio reviews, and escalates documentation or compliance issues. Requires collaboration with banking teams and may assist with employee training and special projects.

Leads investment sales production for a territory, coaches and develops licensed retail bankers, conducts client appointments, sells securities and financial solutions, manages client relationships, and drives team sales goals. The role requires maintaining strong product knowledge, conducting seminars, preparing sales reports, coordinating daily team activities, managing risk, and traveling within the assigned territory.

Leads investment sales production for a retail banking territory, coaches and develops licensed bankers, conducts client investment meetings, sells securities and financial products, manages sales goals, builds client relationships, and provides investment education. The role requires brokerage experience, securities and insurance licenses, strong sales and presentation skills, and travel within the assigned territory.