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Manage and grow a book of affluent customers through proactive outreach, discovery-driven advice, and multi-product solutions across deposits, lending, investments, and home lending. Coordinate with Wealth, Home Lending, and Business Banking partners, drive digital adoption, ensure accurate documentation and risk compliance, and support branch service needs.

Acquire, deepen, and manage relationships with affluent customers by delivering multi-product financial advice across deposits, lending, investments, and business banking. Own a book of business, proactively engage customers, coordinate with Wealth/Home Lending/Business teams, ensure accurate documentation and risk compliance, promote digital adoption, and support branch service needs.

Manage and grow relationships with affluent customers, acquire new clients, deliver multi-product banking and credit strategies, coordinate with Wealth/Home Lending/Business Banking, drive digital adoption, handle everyday banking needs, maintain documentation and risk/compliance standards, and obtain required FINRA and insurance licenses.

Provide excellent customer service and support branch operations by processing teller transactions, resolving customer issues, identifying fraud risks, supporting branch managers with scheduling and operational tasks, and escalating concerns per policy while promoting digital banking solutions.

Serve as primary branch contact for everyday banking: acquire and grow consumer and business relationships, provide tailored deposit/credit/investment solutions, support account openings and service requests, champion digital adoption, coordinate referrals with Wealth/Home Lending/Business Banking, and maintain compliance with licensing and risk policies.

Serve customers in-branch to meet everyday banking needs: open accounts, handle transactions, support credit applications, build relationships, promote banking products, perform teller duties, and refer customers to licensed specialists while maintaining compliance.

Build and grow a portfolio of small business clients by onboarding, advising on accounts, credit, treasury and digital services, prospecting and networking, collaborating with internal partners, and ensuring compliance with lending and LO regulatory requirements to drive branch growth.

Manage and grow a portfolio of small business clients by delivering tailored banking solutions, prospecting and deepening relationships, coordinating with internal partners, and ensuring compliance with lending and LO regulations.

Administer fiduciary relationships by analyzing trust and estate documents, implementing estate plans, executing client requests, ensuring compliance with fiduciary principles and law, engaging clients and partners, and identifying/escalating fiduciary risk.

Grow and manage relationships with affluent customers, deliver multi-product financial solutions across deposits, lending, investments and business banking, proactively source new clients, coordinate with Wealth/Home Lending/Business Banking partners, promote digital adoption, ensure compliant documentation and risk controls, and maintain a booked portfolio with ongoing reviews.