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Acquire and deepen relationships with affluent customers, manage a defined book-of-business, deliver multi-product banking and credit solutions, coordinate referrals with Wealth/Home Lending/Business partners, promote digital adoption, ensure accurate documentation and regulatory compliance, and drive retention and balanced growth across deposits, lending, and investments.

Provide roving, in-branch banking support across multiple locations: open accounts, handle teller/cash transactions, assist with service requests and credit applications, build customer relationships, promote solutions, and coordinate referrals while following compliance and risk controls.

Lead and develop branch managers across multiple locations to deliver excellent customer and team experiences, drive growth, manage risk and compliance, allocate resources, implement regional strategies, and foster talent development and process improvements.

Provide teller transaction processing, customer support, and branch operational assistance. Ensure compliance, escalate issues, support branch manager scheduling, educate customers on digital banking, detect potential fraud, and motivate team performance.

Frontline branch role building customer relationships, supporting account openings, service requests, credit applications, and teller/cash handling. Promote banking products, identify opportunities, make referrals, use digital tools, and follow compliance and risk controls while collaborating with branch teammates.

Lead underwriting of complex affordable multifamily loans, ensuring compliance with Fannie Mae and Freddie Mac guidelines. Perform property inspections, analyze borrower and tenant credit, review third-party reports, coordinate closings and construction monitoring, make credit recommendations, and mentor junior staff while collaborating with relationship managers and GSE partners.

Lead and develop branch managers across multiple locations to drive customer experience, growth, and risk/compliance adherence. Set regional strategies, allocate resources, implement performance objectives, and foster talent development while collaborating with cross-functional partners.

Acquire and deepen relationships with affluent consumers and business customers, manage a defined book of business, provide multi-product banking and credit advice, coordinate referrals with Wealth/Home Lending/Business Banking, support daily banking needs, promote digital adoption, ensure accurate documentation and risk compliance, and meet licensing and registration requirements.

Underwrite large, complex affordable multifamily loans using Freddie Mac and Fannie Mae guidelines. Perform property inspections, analyze tenant and borrower credit, review third-party reports, coordinate closings and construction monitoring, recommend credit decisions, and mentor junior team members while collaborating with CRE and GSE partners.

Acquire and deepen relationships with affluent customers, manage a defined book of business, recommend multi-product banking and credit strategies, coordinate referrals with Wealth/Home Lending/Business Banking, handle account openings and service requests, promote digital adoption, ensure accurate documentation and regulatory compliance, and complete required FINRA/SAFE licensing.