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Lead and perform independent examinations of commercial lending and securities portfolios, assess credit administration and risk practices, document findings, and communicate recommendations to senior management. Serve as examiner-in-charge on complex credits, advise on exam policies, and collaborate with stakeholders to improve processes and ensure sound credit judgment.

Lead and coach a branch team to acquire, deepen, and retain customer relationships; drive growth in deposits, lending, cards, and investments; manage performance, partner with internal sales units, promote digital banking, and ensure operational risk management and compliance.

Lead a branch to acquire, deepen, and retain customer relationships while driving growth in deposits, lending, cards, and investments. Coach and develop staff, execute sales and operational routines, partner with internal lines (Wealth, Business, Home Lending), promote digital banking, analyze performance, and manage risk and compliance. Onboarding includes a required Branch Manager Readiness Program.

Lead and develop a branch team to drive sales of deposit, lending, card, and investment products. Coach staff, manage performance and operational risk, partner with internal sales teams, promote digital banking, and complete a Branch Manager Readiness program before transitioning to a Branch Manager role.

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

Frontline banking role building customer relationships, supporting account openings, cash handling, service requests and credit applications. Promote products, make referrals, use digital tools, and maintain compliant, risk-aware service while collaborating with branch teammates to drive growth and customer financial well-being.

Provide client and administrative support to Profit Formula Financial Advisors: service client inquiries, establish and maintain accounts, prepare forms and appointment materials, coordinate marketing and referrals, and ensure regulatory filing and compliance requirements are met.

Lead a branch sales team to acquire, deepen, and retain customer relationships across deposits, lending, cards, and investments. Coach and develop bankers, drive disciplined execution and operational risk controls, partner with internal teams, promote digital solutions, and balance growth with compliance and risk management.

Lead a branch team to acquire, deepen, and retain customer relationships across deposits, lending, cards, and investments. Coach and develop staff, drive sales performance, partner with internal sales teams, promote digital banking, manage operational and compliance risk, and complete the Branch Manager Readiness Program prior to placement.

Serve as primary point of contact for everyday banking needs; acquire, manage, and grow consumer and business relationships; lead discovery conversations, recommend tailored deposit/credit/investment solutions, promote digital adoption, resolve service requests, and coordinate referrals across Wealth, Home Lending, and Business Banking.