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Manage and grow a book of affluent consumer and business customers through proactive outreach, discovery-driven advice, and coordinated referrals. Deliver multi-product banking, lending, and investment solutions, champion digital adoption, ensure accurate documentation and risk compliance, and collaborate with Wealth, Home Lending, and Business Banking partners to drive retention and growth.

Serve as primary branch contact for everyday banking; acquire and grow consumer and business relationships; recommend deposit, credit, and investment solutions; open accounts and resolve service requests; drive digital adoption; coordinate referrals to Wealth, Home Lending, and Business Banking; maintain accurate documentation and regulatory compliance; obtain and maintain required FINRA, SAFE, and state insurance licenses.

Lead a bank branch to acquire, deepen, and retain customer relationships while driving sales (deposits, lending, cards, investments), coaching and developing staff, managing operational risk and compliance, partnering with internal teams, and promoting digital solutions. Complete a required Branch Manager Readiness Program prior to placement.

Manage and grow relationships with affluent customers, deliver multi-product financial solutions across deposits, lending, investments and business banking, acquire new clients through proactive outreach and appointments, coordinate with Wealth/Home Lending/Business partners, promote digital adoption, ensure accurate documentation and regulatory compliance, and complete required licensing and SAFE registration.

Provide teller transaction processing, customer service, and operational support for branch banking. Handle routine to moderately complex transactions, resolve issues, support branch manager with scheduling and operations, identify customer needs, promote digital/mobile banking, and follow compliance and risk policies.

Lead a retail banking branch to drive sales, deepen customer relationships, coach and develop staff, manage operations and compliance, and balance growth with risk mitigation. Participate in a required Branch Manager Readiness Program and collaborate with internal partners to deliver comprehensive banking solutions.

Support branch operations and customer experience by processing teller transactions, resolving operational issues, educating customers on digital solutions, assisting branch manager with scheduling, escalating complaints, and following risk and compliance procedures.

Serve as primary branch contact for consumer and business customers: acquire and grow relationships, recommend deposit/credit/investment solutions, resolve service requests, drive digital adoption, coordinate referrals to Wealth/Home Lending/Business Banking, and maintain compliant documentation and licensing (SAFE/FINRA/state insurance). Role includes scheduled appointments, lobby engagement, and Saturday work.

Serve as primary point of contact for everyday banking needs; acquire, manage, and grow consumer and business relationships; lead discovery conversations; coordinate referrals to Wealth, Home Lending, and Business Banking; promote digital adoption; resolve account inquiries within authorized limits; maintain accurate documentation and compliance; obtain and maintain required FINRA/State licenses and SAFE registration.

Acquire and deepen relationships with affluent customers by delivering multi-product banking, lending, and investment solutions. Manage a defined book of business through discovery-driven planning, proactive outreach, and cross-team collaboration. Provide everyday banking service, champion digital adoption, ensure accurate documentation and risk compliance, and support branch colleagues. Complete required licensing and registrations (FINRA, State Insurance, SAFE) and meet hiring fitness standards.