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As a Personal Banker, you will assist customers with their banking needs, operate financial transactions, and promote banking products.

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Manage complex client relationships in Commercial Banking by developing solutions, analyzing financials, collaborating with teams, and supporting business development.

Originate and manage jumbo residential mortgage loans for affluent clients. Build referral relationships, analyze financial and credit data, guide clients through underwriting and loan applications, ensure compliance with SAFE/NMLS and Regulation Z requirements, and provide high-quality customer service throughout the loan process.

Originate and solicit residential jumbo mortgages for affluent clients, build referral relationships with Realtors/builders/financial professionals, evaluate low-to-moderately complex credit and financial data, quote rates and complete loan applications, ensure compliance with SAFE and Regulation Z requirements, and maintain high customer service and market visibility.

Solicit and originate residential mortgage loans, produce compliant high-quality loans, build referral relationships with realtors and partners, analyze credit and financial data, quote rates and lock registrations, and ensure adherence to S.A.F.E. and Loan Originator regulatory requirements while delivering strong customer service.

Solicit and originate residential jumbo mortgages for affluent borrowers, build referral relationships, evaluate low-to-moderately complex credit/financial data, ensure compliance with SAFE/NMLS and Regulation Z, provide high-quality customer service, and pursue training to maintain product and underwriting knowledge.

Manage and grow a defined book of affluent customers via discovery-driven advice, cross-sell deposits, lending and investments, coordinate with Wealth/Home Lending/Business Banking, ensure risk/compliance, drive digital adoption, and support branch service needs.

Solicit residential mortgages, generate compliant high-quality loans, build referral relationships with realtors/builders/partners, analyze low-to-moderately complex credit and financial data, quote rates and lock registrations, explain loan programs and underwriting requirements, maintain proactive customer communication, pursue training, and comply with S.A.F.E. licensing and Loan Originator regulatory requirements.

Serve as primary branch contact for consumer and business customers: open accounts, resolve service requests, build and grow relationships through discovery, referrals, and digital adoption; coordinate with Wealth, Home Lending and Business Banking; meet licensing and compliance requirements (FINRA, SAFE, state insurance) and support branch sales and retention goals.