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Frontline branch role building customer relationships, supporting account openings, teller and cash-handling tasks, identifying sales opportunities, making referrals, and ensuring compliant, accurate service while using digital tools and coordinating with branch teammates.

Grow and manage relationships with affluent and complex clients through discovery-driven advice, proactive outreach, and coordinated solutions across deposits, lending, investments, home lending, and business banking. Own a defined book of business, drive digital adoption, ensure accurate documentation and risk compliance, and collaborate with internal partners to convert opportunities and deliver seamless customer experiences.

Deliver workshops and coach District Managers to improve branch productivity, efficiency, customer experience, and growth. Drive adoption of the Behavior Framework, Management Cycle, affluent and small business activities, and partner referrals. Identify improvement opportunities, support performance evaluations, facilitate meetings, and assist with pilots and rollouts. Significant travel to branches required.

Support branch operations and customer experience by processing teller transactions, resolving operational issues, escalating complaints, educating customers on digital solutions, assisting branch managers with scheduling, and enforcing compliance and risk controls.

Frontline personal banker who builds customer relationships, supports account openings, cash handling, teller activities, and credit applications. Promotes banking products, uses digital tools, delivers compliant service, and coordinates referrals to licensed specialists while meeting regulatory and branch operational expectations.

Serve as the primary in-branch contact to acquire, manage, and grow consumer and business relationships. Deliver discovery-driven financial advice, open accounts, resolve service requests, promote digital banking, coordinate referrals to Wealth/Home Lending/Business Banking partners, and comply with policies and licensing requirements (FINRA, SAFE, state insurance). Focus on retention, balanced growth across deposits/lending/investments, and exceptional customer service.

Lead enterprise AI strategy and governance, design end-to-end economic and unit cost models for AI workloads, partner across Technology/Finance/Business to drive value realization, assess risk and policy, and scale GenAI/LLM and advanced analytics solutions companywide.

Lead a branch sales team to acquire, deepen, and retain customer relationships; drive checking, deposits, lending, credit cards and investments growth; coach and develop staff; manage operational risk and compliance; partner with internal teams to deliver comprehensive banking solutions and promote digital options.

Serve as primary branch contact to acquire, manage, and grow consumer and business relationships. Advise customers through discovery conversations, recommend tailored deposit, credit, and investment solutions, support account openings and service requests, champion digital adoption, and coordinate referrals to Wealth, Home Lending, and Business Banking. Maintain accurate documentation, escalate issues, and meet licensing, regulatory, and branch schedule requirements.

Provide front-line banking support across multiple branch locations: open accounts, process transactions, handle cash, conduct discovery conversations, refer customers to appropriate products, and maintain compliance while traveling within an assigned geography. Role emphasizes customer relationship building, digital tool adoption, and teamwork across branches.