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Serve as primary financial partner for affluent customers: acquire and deepen relationships, provide multi-product guidance across deposits, lending, investments, and business banking, manage a book of business, coordinate with Wealth/Home Lending/Business partners, drive digital adoption, ensure compliance and accurate documentation, and support branch service needs.

Serve as primary branch contact to acquire, manage, and grow consumer and small business relationships through discovery conversations, cross-selling deposits, lending and investment solutions, digital adoption coaching, service request resolution, and referrals to Wealth, Home Lending and Business Banking. Ensure accurate documentation, regulatory compliance, timely escalation, and completion of required licensing (SAFE/FINRA/State Insurance).

Frontline banker who builds customer relationships, supports account openings and service requests, handles teller/cash transactions, identifies sales opportunities and referrals, uses digital tools, and ensures compliant, accurate service while coordinating handoffs to specialists.

Serve as primary branch contact for consumer and small business customers: acquire and grow relationships, recommend deposit/credit/investment solutions, resolve service requests, drive digital adoption, coordinate referrals to Wealth/Home Lending/Business Banking, and maintain compliance with documentation, risk, and licensing requirements.

Manage and grow relationships with affluent customers by delivering multi-product banking, lending, and investment solutions. Acquire new clients, conduct discovery-driven planning, coordinate with Wealth/Home Lending/Business partners, ensure accurate documentation and regulatory compliance, and support branch service and digital adoption. Maintain required licensing and meet risk and background standards.

Serve as primary branch contact to acquire, manage, and grow consumer and business relationships. Lead discovery conversations, recommend deposit/credit/investment solutions, promote digital adoption, resolve service requests, coordinate referrals to Wealth/Home Lending/Business Banking, and maintain accurate documentation and risk controls. Complete required licensing (SAFE, FINRA, state insurance) and meet compliance and background standards.

Acquire and deepen relationships with affluent customers through discovery-driven advice, manage a book of business, deliver multi-product banking and credit solutions, coordinate with Wealth/Home Lending/Business partners, promote digital adoption, ensure accurate documentation and regulatory compliance, and support branch team performance.

Serve as primary branch contact to acquire, manage, and grow consumer and business relationships. Lead discovery conversations, recommend banking, credit, and investment solutions, support account openings and service requests, champion digital adoption, and coordinate referrals to Wealth, Home Lending, and Business Banking while adhering to compliance and licensing requirements.

Serve as the primary branch contact for consumer and small business customers: acquire and grow relationships, recommend deposit/credit/investment solutions, support account openings and service requests, champion digital adoption, coordinate referrals to Wealth/Home Lending/Business Banking, and maintain compliant documentation and risk controls while meeting branch sales and service goals.

Provide frontline branch banking: build customer relationships, open accounts, handle transactions, process credit applications, promote products, and collaborate with specialists while maintaining compliance and cash-handling standards.