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Lead branch sales and operations, coach and develop a team to acquire, deepen, and retain customer relationships across deposits, lending, cards, and investments. Drive growth through disciplined execution, reporting, cross-partner collaboration, and digital adoption while managing operational risk, compliance, and talent. Complete Branch Manager Readiness program to transition into the role.

Lead Special Needs Trust advisory for HNW and UHNW clients: review and implement complex estate documents, ensure compliance with benefits and fiduciary law, manage beneficiary relationships and teams, grow fee business, coordinate with advisors/attorneys, and mentor fiduciary staff.

Manage and grow a defined book of affluent consumer and business customers through proactive outreach, discovery-driven advice, and cross-product solutions. Acquire new relationships, coordinate with Wealth, Home Lending and Business Banking partners, drive digital adoption, ensure accurate documentation and regulatory compliance, and support branch team performance while meeting licensing and risk standards.

Provide customer-focused banking support across multiple branch locations, handling account openings, transactions, service requests, and credit applications. Build relationships through discovery conversations, promote banking products, perform teller cash handling, and collaborate with branch teammates while maintaining compliance and risk controls.

Lead and develop a branch team to acquire, deepen, and retain customer relationships across deposits, lending, cards, and investments. Drive sales performance through coaching, performance management, and partnership with internal sales partners while balancing growth with operational risk, compliance, and customer protection. Complete Branch Manager Readiness Program prior to full placement.

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Lead and coach a branch team to acquire, deepen, and retain customer relationships across deposits, lending, cards, and investments. Drive sales performance, operational risk management, and digital adoption; partner with internal sales teams; complete Branch Manager Readiness Program; manage staffing, performance, and compliance to protect customers and the company.

Support branch operations by processing and approving teller transactions, resolving teller-line issues, assisting customers with digital solutions, performing transactional and operational tasks, supporting branch manager with scheduling, and ensuring compliance with risk and loss-prevention policies.

Lead and develop a branch team to acquire, deepen, and retain customer relationships. Drive sales of checking, deposits, lending, cards, and investments through coaching, performance management, and cross-functional partnership while ensuring operational risk management, compliance, and excellent customer service.

Serve as primary financial partner for affluent customers: acquire and deepen relationships, provide multi-product banking and credit advice, coordinate with Wealth/Home Lending/Business partners, manage a book-of-business, drive digital adoption, ensure accurate documentation and risk compliance, and support branch team performance.