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Serve as the primary branch contact for everyday banking: acquire, manage, and grow consumer and business relationships; lead discovery conversations; 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 compliance; obtain and maintain required FINRA, SAFE, and state insurance licenses.

Acquire, deepen, and manage relationships with affluent customers; deliver multi-product banking and credit strategies; grow a defined book of business; coordinate with Wealth, Home Lending, and Business Banking; support everyday banking needs and digital adoption; maintain accurate documentation and risk/compliance standards; complete required licensing and SAFE registration.

Manage and grow relationships with affluent and complex customers through discovery-led advice, multi-product solutions, and proactive outreach. Own a book of business, coordinate with Wealth/Home Lending/Business Banking, ensure compliance, and support day-to-day branch banking and digital adoption.

Grow and manage relationships with affluent consumers and small business customers, deliver multi-product banking solutions (deposits, lending, investments), proactively acquire new clients, coordinate with Wealth/Home Lending/Business partners, drive digital adoption, maintain accurate documentation and compliance, and support branch service needs including account openings and scheduled appointments.

Grow and manage a book of affluent customers through discovery-driven advice, proactive outreach, and coordinated multi-product solutions (deposits, lending, investments). Serve as primary contact for complex needs, support everyday banking, drive digital adoption, collaborate with Wealth/Home Lending/Business Banking, ensure accurate documentation and regulatory compliance, and meet licensing and SAFE registration requirements.

Administer fiduciary relationships by analyzing trust and estate documents, implementing estate plans, executing client requests (money movement, investments, account management), ensuring compliance with fiduciary principles and internal policies, engaging clients and advisors, identifying/escalating fiduciary risk, and supporting a collaborative, client-focused team environment.

Lead a branch sales team to acquire, deepen, and retain customer relationships across deposits, lending, cards, and investments. Coach and develop staff, drive branch performance, manage operational risk and compliance, partner with internal sales partners, promote digital banking, and complete a required Branch Manager Readiness training prior to placement.

Manage and grow a portfolio of affluent customers through proactive outreach, discovery-based advice, and multi-product solutions (deposits, lending, investments). Coordinate with Wealth, Home Lending, and Business Banking partners, drive digital adoption, ensure regulatory and documentation compliance, and support branch team performance. Complete required licensing and maintain SAFE/FINRA registrations.

Lead and develop a branch team to acquire, deepen, and retain customer relationships; drive sales of deposits, lending, cards, and investments; coach bankers, manage performance, partner with internal sales partners, promote digital solutions, and balance growth with operational risk and compliance.

Frontline branch role building customer relationships, supporting account openings, service requests, credit applications, and teller cash-handling. Drive branch growth through discovery conversations, referrals, digital tools, and compliant service while collaborating with teammates.