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Acquire and deepen relationships with affluent consumer and small business clients, advise on banking, credit, mortgage and investment options, partner with internal specialists, manage moderately complex client needs and risks, meet licensing and regulatory requirements (SAFE/FINRA/state insurance), and support branch sales and compliance objectives.

Build, manage, and grow a portfolio of small business clients ($500K–$2M annual sales). Provide tailored financial recommendations and a full range of products (accounts, credit, treasury, digital tools). Prospect, network, and collaborate with internal partners and lenders to deepen relationships and support underwriting and compliance. Fulfill Loan Originator regulatory requirements and drive branch business development in a De Novo market.

Lead and develop a branch team to drive customer engagement, growth, and operational excellence. Coach bankers on sales and digital adoption, manage risk and compliance (including SAFE/LO requirements), resolve customer and employee issues, hire and mentor staff, and collaborate with internal partners to deliver a customer-centric experience.

Acquire, deepen, and manage relationships with affluent consumers and businesses through discovery-driven advice and proactive outreach. Deliver multi-product solutions across deposits, lending, investments, and home lending while coordinating with Wealth and Business partners. Maintain accurate documentation, ensure regulatory compliance and licensing, champion digital adoption, and support branch service needs.

Provide frontline banking service by building customer relationships, supporting account openings, cash handling, service requests, and credit applications. Promote relevant products, perform teller transactions, use digital tools, ensure compliance with risk controls, coordinate referrals to licensed specialists, and support branch growth through proactive outreach.

Serve as primary branch contact to acquire, manage, and grow consumer and small business relationships; deliver tailored deposit, credit, and investment solutions; champion digital adoption; resolve service requests; coordinate referrals to Wealth, Home Lending, and Business Banking; maintain accurate documentation and regulatory compliance; complete required licensing and SAFE/LO registrations.

Lead a cross-functional product pod to design, configure, and deliver Pega-based workflow and case management solutions. Own product delivery from discovery through deployment, work hands-on in Pega App/Dev Studio, align with architecture and controls, prioritize backlog, measure outcomes, and drive stakeholder alignment and continuous improvement.

Acquire, deepen, and manage relationships with affluent customers; serve as primary contact for multi-product banking solutions across deposits, lending, investments, and home lending. Grow a defined book of business through discovery-driven advice, proactive outreach, and coordination with Wealth, Home Lending, and Business Banking. Support daily banking needs, champion digital adoption, ensure accurate documentation, and maintain regulatory and licensing requirements.

Serve as primary branch contact to acquire, manage, and grow consumer and business relationships. Conduct discovery conversations, recommend deposit, credit, and investment solutions, champion digital adoption, resolve account inquiries, coordinate referrals to Wealth/Home Lending/Business Banking, and maintain compliance with licensing, documentation, and risk policies.

Lead a branch team to acquire, deepen, and retain customer relationships by driving sales of deposits, lending, and investments; coach and develop bankers; manage performance, operational risk, compliance, and customer experience; complete Branch Manager Readiness Program to transition into a Branch Manager role.