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Provide personalized, front-line banking support across multiple branch locations: open accounts, process transactions, handle service requests and credit applications, perform teller duties, build customer relationships, promote products and refer to specialists while maintaining compliance and risk controls.

Work with a Financial Advisor to gather client financial information, assess investment profiles and needs, recommend suitable financial products, grow and retain client assets, and perform delegated advisor tasks. Role may include Loan Originator customer needs assessment and compliance with FINRA, SAFE, and regulatory licensing requirements.

Acquire, deepen, and manage relationships with affluent and complex customers via proactive outreach, discovery-driven advice, and coordinated multi-product solutions across deposits, lending, investments, home lending, and business banking. Own a book of business, drive retention and growth, support branch service needs, champion digital adoption, and ensure compliance with documentation, licensing, and risk requirements.

Frontline personal banker who builds customer relationships, supports account openings, processes transactions, handles cash/teller duties, refers customers to specialists, promotes bank products, and uses digital tools while maintaining compliance and risk controls.

Provide front-line retail banking service: open accounts, process basic transactions and credit applications, build customer relationships, recommend products and digital solutions, refer complex needs, and comply with SAFE/NMLS and regulatory requirements.

Lead a branch sales team to acquire, deepen, and retain customer relationships across checking, deposits, lending, cards, and investments. Coach and develop bankers, drive disciplined execution of sales and operational processes, partner with internal teams, and manage risk and compliance. Complete the Branch Manager Readiness Program and balance growth with operational soundness.

Lead a retail bank branch to drive deposit, lending, card, and investment growth by coaching and developing staff, delivering sales and service, partnering with internal teams, managing risk and operations, and promoting digital solutions.

Serve customers in-branch to support everyday banking needs, open accounts, process transactions and credit applications, perform teller cash handling, drive relationship-building and referrals, adopt digital tools, ensure compliant service, and coordinate handoffs to licensed bankers or specialists.

Frontline banking role building customer relationships through in-branch and outreach interactions. Support account openings, service requests, credit applications, cash handling, and teller activities while promoting products, making referrals, and ensuring compliant, high-quality service. Collaborate with branch teammates and use digital tools to enhance customer experience.

Provide exceptional customer service by opening accounts, handling service requests and credit applications, recommending bank products and digital solutions, referring needs to specialists, maintaining cash drawer, and complying with SAFE mortgage/LO licensing and regulatory requirements.