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Lead branch sales and operations to acquire, deepen, and retain customer relationships. Coach and develop staff, drive deposit and lending growth, partner with internal teams, manage risk and compliance, and improve banker productivity. Complete a Branch Manager Readiness Program prior to placement.

Originate and produce compliant jumbo residential mortgages for affluent clients by building referral relationships, evaluating credit and financial data, advising on loan products, handling applications and lock-ins, and ensuring high-quality customer service while complying with S.A.F.E. and loan originator regulatory requirements.

Grow and manage relationships with affluent customers by delivering multi-product banking solutions (deposits, lending, investments). Acquire new clients, lead discovery-driven planning, coordinate with Wealth/Home Lending/Business Banking, support everyday banking needs, champion digital adoption, and maintain compliance through accurate documentation and risk oversight.

Serve as primary branch contact for consumer and business customers: open accounts, resolve service requests, grow and manage relationships, recommend deposit/credit/investment solutions, drive digital adoption, coordinate referrals to Wealth/Home Lending/Business Banking, and maintain compliance with licensing and risk policies.

Serve affluent customers as primary banking contact to acquire and deepen relationships, provide multi-product financial advice across deposits, lending, investments, coordinate with Wealth/Home Lending/Business partners, manage a book of business, drive digital adoption, and ensure risk/compliance through accurate documentation and licensing.

Acquire and deepen relationships with affluent customers, manage a book-of-business, provide multi-product banking and credit advice, coordinate referrals to Wealth/Home Lending/Business Banking, drive digital adoption, ensure accurate documentation and regulatory compliance, and meet licensing and SAFE registration requirements.

Lead and coach a branch team to drive sales, deepen customer relationships, manage operational risk, and deliver service excellence. Hire, develop, and hold staff accountable while partnering with internal teams, promoting digital solutions, and achieving growth in deposits, lending, and investments.

Lead and coach a branch team to acquire, deepen, and retain customer relationships across deposits, lending, cards, and investments. Drive sales performance through disciplined execution, coaching, and cross-functional partnership while managing operational risk, compliance, and customer experience. Complete Branch Manager Readiness Program and oversee branch operations, digital adoption, and talent decisions.

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

Serve as primary branch contact for consumer and small business customers: open accounts, resolve service requests, and drive financial goal progress through discovery conversations, product recommendations, digital adoption, and referrals to Wealth, Home Lending, and Business Banking. Maintain compliant documentation, meet licensing requirements, and support portfolio growth and retention.