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Acquire, deepen, and manage relationships with affluent customers and small businesses by delivering multi-product banking, lending, investment, and insurance solutions. Own a defined book of business, perform discovery-based planning, coordinate referrals with Wealth/Home Lending/Business Banking, drive digital adoption, ensure accurate documentation and risk compliance, and support branch team performance. Must obtain/maintain required FINRA and state insurance licenses and provide excellent customer service through appointments, outreach, and lobby engagement.

Lead and coach a branch team to acquire, deepen, and retain customer relationships across deposit, lending, cards, and investments. Drive sales performance through coaching, routines, and partnership with internal channels while managing operational risk, compliance, and customer experience. Complete Branch Manager Readiness Program prior to placement.

Provide financial advice and build client relationships within branch locations, support prospective and referred clients, perform portfolio reviews, recommend process improvements, comply with FINRA and state licensing, and collaborate with teams to resolve client issues.

Serve customers in-branch by building relationships, opening accounts, handling teller transactions, supporting credit applications, using digital tools, and referring to specialists while following compliance and risk controls.

Lead product vision and multi-quarter strategy for Decision and Onboard My Customer in Cards and Personal Loans. Define OKRs and roadmap, manage prioritization, dependencies, risk/compliance, and investments. Conduct research, engage stakeholders and customers, remove delivery barriers, and develop teams to deliver measurable customer and business outcomes.

Serve as primary branch contact to acquire, manage, and grow consumer and business relationships. Lead discovery conversations, recommend tailored deposit/credit/investment solutions, open accounts, resolve service requests, drive digital adoption, coordinate referrals with Wealth/Home Lending/Business Banking, and maintain compliance and accurate documentation while obtaining required licenses.

Provide bilingual Spanish/English branch banking support across multiple Atlanta locations: open accounts, process transactions, handle teller duties, conduct needs-based conversations, refer customers to specialists, and support branch growth while maintaining compliance and strong customer service.

Frontline branch role building customer relationships, opening accounts, processing transactions, supporting credit applications, performing teller cash handling, and referring customers to specialists while ensuring compliance.

Lead and manage a branch team to deliver customer-centric service, drive business growth, ensure operational and regulatory compliance (including SAFE/NMLS and LO requirements), coach and develop staff, hire and mentor talent, promote digital banking adoption, and manage branch resources and risk.

Support Financial Advisors by servicing client accounts, preparing forms, scheduling appointments, researching inquiries, coordinating marketing and referrals, and maintaining regulatory records to grow and manage client relationships.