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Solicit and originate residential mortgages, build referral relationships, analyze low-to-moderately complex credit and financial data, present loan recommendations, ensure compliance with mortgage regulations, maintain customer communication and market visibility, and complete SAFE/NMLS and Loan Originator regulatory requirements.

Frontline personal banker who builds customer relationships, supports account openings, handles cash/teller transactions, identifies product needs, makes referrals, and uses digital tools while maintaining compliance and risk controls.

Solicit and produce compliant residential mortgages, recommend loan products, analyze credit and financial data, build referral relationships, ensure regulatory compliance (SAFE/Reg Z), provide high-quality customer service, pursue training, and support market visibility.

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

Serve as primary branch contact to acquire, manage, and grow consumer and business relationships. Conduct discovery conversations, recommend deposit/credit/investment solutions, support account openings and service requests, drive digital adoption, coordinate referrals to Wealth/Home Lending/Business teams, maintain accurate documentation, and comply with FINRA/SAFE and risk policies.

Build and manage a portfolio of small business clients, deliver tailored financial recommendations and digital solutions, prospect and network to acquire clients, collaborate with internal partners on complex lending, ensure compliance with loan originator and bank policies, and act as a trusted advisor to grow relationships and revenue.

Solicit and originate retail residential mortgage loans, build referral relationships, assess and match borrower credit/financial profiles to loan programs, ensure compliance with S.A.F.E. and Regulation Z, and provide high-quality customer service throughout the loan process.

Provide personalized banking support across multiple branch locations by opening accounts, handling teller and cash transactions, conducting discovery conversations, making referrals, and using digital tools to deepen customer relationships while maintaining compliance and risk controls.

Build and grow relationships with small business clients, manage a portfolio, provide tailored financial solutions (accounts, credit, treasury, digital services), prospect and collaborate with partners, ensure compliance, and complete Loan Originator registration and regulatory requirements.

Serve as primary financial partner for affluent customers, grow and manage a book of business, deliver multi-product solutions across deposits, lending, investments and business banking, drive customer acquisition through proactive outreach and scheduled appointments, coordinate with Wealth/Home Lending/Business Banking, ensure risk/compliance and accurate documentation, and support digital adoption and branch team development.