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Provide excellent customer service in a branch by opening accounts, handling transactions, proposing appropriate bank products, referring customers to specialists, and complying with SAFE mortgage licensing and bank policies.

Lead and coach a branch team to acquire, deepen, and retain customer relationships, drive sales of deposit, lending, card, and investment products, manage operational risk and compliance, partner with internal teams to deliver coordinated solutions, and complete a Branch Manager Readiness program prior to placement.

Support Treasury Management consultants by gathering and summarizing prospect information, researching and resolving low-to-medium risk operational assignments, identifying process improvements, and providing information to colleagues, partners, and customers. Present recommendations, exercise independent judgment, and collaborate across business areas to meet deadlines in a fast-paced environment.

Acquire, deepen, and manage relationships with affluent customers by delivering multi-product financial solutions across deposits, lending, investments, and business banking. Conduct discovery-driven appointments and proactive outreach, coordinate with Wealth/Home Lending/Business partners, support branch service needs, champion digital adoption, maintain accurate documentation, meet licensing and compliance requirements, and grow a defined book of business.

Underwrite and manage floorplan and inventory finance transactions through credit analysis, collateral assessment, and borrower risk evaluation. Structure lending solutions with relationship managers, ensure compliance with risk and regulatory standards, recommend credit decisions, and identify process improvements while collaborating with internal stakeholders and presenting findings to credit authorities.

Serve customers in-branch by opening accounts, processing transactions, handling teller duties, and connecting customers to appropriate banking products. Build relationships through proactive outreach and discovery conversations, promote solutions and referrals to drive branch growth, and maintain compliance with risk controls, policies, and SAFE/loan originator requirements.

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

Acquire and deepen relationships with affluent and business customers, manage a defined book-of-business, deliver multi-product banking and credit solutions, coordinate with Wealth/Home Lending/Business Banking, drive digital adoption, handle everyday banking needs, ensure accurate documentation and regulatory compliance, and meet licensing and SAFE registration requirements.

Underwrite and manage floor plan and inventory finance transactions by performing detailed credit analysis, assessing collateral quality, and evaluating borrower risk. Structure lending solutions with relationship managers and credit partners while ensuring adherence to risk management, regulatory, and compliance standards. Present credit recommendations, support loan closings, and identify process improvements within the secured lending underwriting function.

Serve as a frontline personal banker building customer relationships, supporting account openings, cash handling and teller activities, processing service requests and credit applications, promoting banking products, using digital tools, and ensuring compliant, high-quality customer service while coordinating referrals to licensed specialists.