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Serve as primary financial partner for affluent customers, grow and manage a book of business through proactive outreach and discovery-driven advice, deliver multi-product banking and credit solutions, coordinate with Wealth/Home Lending/Business partners, champion digital adoption, ensure accurate documentation and regulatory compliance, and meet licensing and risk requirements.

Serve as a frontline Personal Banker supporting customers with account openings, transactions, cash handling, credit applications, and product referrals. Build relationships through discovery conversations, promote banking solutions, use digital tools, and collaborate with branch teammates while maintaining compliance and risk controls. SAFE registration and adherence to LO/CFPB requirements required.

Manage and grow an affluent customer book through proactive outreach, discovery-driven advice, and multi-product solutions across deposits, lending, investments, and business banking. Serve as primary contact for complex client needs, coordinate with Wealth/Home Lending/Business partners, drive digital adoption, ensure risk/compliance, and support branch team performance. Obtain and maintain required FINRA and state insurance licenses.

Originate, structure, and execute lease and loan financing for commercial clients in equipment finance. Source new relationships, grow an existing portfolio, lead moderately complex credit transactions from underwriting to funding, partner with coverage and product teams, provide market feedback, and mentor junior team members. Expected to deliver $30M+ in annual funded volume.

Lead a branch sales team to acquire, deepen, and retain customer relationships across deposits, lending, cards, and investments. Coach and develop bankers, manage performance and risk, partner with internal sales teams, promote digital banking, and drive branch growth while ensuring compliance and operational soundness. Complete Branch Manager Readiness Program to transition into the role.

Lead a branch sales team to acquire, deepen, and retain customer relationships across checking, deposits, lending, cards, and investments. Coach and develop staff, drive sales and operational excellence, manage risk and compliance, promote digital banking solutions, and partner with internal lines to expand customer relationships. Complete the Branch Manager Readiness Program and balance growth with strong operational controls.

Manage and grow a book of affluent consumer and business customers through proactive outreach, discovery-driven advice, and cross-product solutions. Coordinate with Wealth, Home Lending, and Business Banking partners, drive digital adoption, handle everyday banking needs, and ensure compliant documentation and risk controls. Role requires FINRA/insurance licensing and SAFE registration.

Lead and coach a bank branch team to acquire, deepen, and retain customer relationships; drive sales of deposits, lending, credit cards, and investments; ensure operational risk management and regulatory compliance; participate in Branch Manager Readiness Program and partner with internal sales teams to expand customer relationships.

Provide exceptional customer service by opening accounts, processing service requests and credit applications, recommending bank products and digital solutions, referring customers to specialists, and maintaining cash drawer and compliance with SAFE/loan originator regulations.

Design, deploy, and operationalize production AI/LLM and RAG solutions for enterprise risk analytics. Build agentic workflows, prompt libraries, APIs, and dashboards to detect emerging risks, support governance and compliance, and provide executive reporting. Lead cross-functional initiatives and mentor analysts to establish scalable AI-driven risk monitoring and data governance capabilities.