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Frontline banking role building customer relationships through in-branch interactions and outreach. Support account openings, service requests, credit applications, cash handling, and referrals while maintaining compliance and using digital tools to deepen engagement and drive branch growth.

Grow and manage relationships with affluent customers, acquire new clients, deliver multi-product financial solutions across deposits, lending, investments and business banking, coordinate with internal partners, ensure compliance and accurate documentation, and support branch service needs including account openings and customer outreach.

Serve as primary branch contact for consumer and small 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 regulatory and documentation standards. Temporary licensed‑pending role transitioning once FINRA/SAFE requirements are met.

Lead and manage the Southeastern FiNet division, overseeing a small team to drive advisor engagement, retention, growth and satisfaction. Own relationship management for key practices, resolve divisional issues, execute the FiNet Advisor Engagement model, support strategic rollouts, and travel regularly to meet advisors.

Serve as a frontline personal banker building customer relationships, supporting account openings, cash handling, and credit applications. Provide solutions through discovery conversations, promote banking products and digital tools, maintain compliance and risk controls, and collaborate with branch teammates to refer customers to licensed specialists.

Acquire, deepen, and manage relationships with affluent customers; provide multi-product banking, credit, and investment guidance; grow a defined book of business through proactive outreach and appointments; coordinate with Wealth, Home Lending, and Business Banking; ensure compliance, accurate documentation, and strong customer service including everyday banking needs.

Support branch operations and customer experience by processing and approving teller transactions, handling cash, resolving customer issues, educating customers on digital solutions, supporting scheduling and daily operations, escalating concerns, and maintaining compliance and loss-prevention controls.

Manage and grow a defined book of affluent consumer and business customers through proactive outreach, discovery-driven advice, and multi-product solutions across deposits, lending, investments, and home lending. Serve as primary contact for relationship management, coordinate with internal partners, document planning conversations, ensure compliance and risk controls, drive digital adoption, and support branch team performance. Transition from license-pending to licensed role upon FINRA/State licensing completion.

The internship focuses on providing early career exposure to Corporate & Investment Banking operations through hands-on projects and training.

Serve as a frontline personal banker building customer relationships, handling account openings, transactions, and credit applications, promoting banking products, using digital tools, and ensuring compliance with risk controls.