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Grow and manage relationships with affluent customers, acquire new clients, deliver multi-product financial solutions, coordinate with Wealth/Home Lending/Business partners, promote digital adoption, handle everyday banking transactions, ensure accurate documentation and regulatory compliance, and meet licensing and SAFE registration requirements while supporting branch team performance.

Manage and grow a portfolio of affluent customers through proactive outreach, discovery-driven advising, and cross-product solutions across deposits, lending, investments, and business banking. Serve as primary contact for complex needs, coordinate with Wealth/Home Lending/Business partners, ensure accurate documentation and regulatory compliance, promote digital adoption, and support branch team performance and licensing requirements.

Design, implement, and optimize high-performance C++ APIs exposing a mortgage analytics library for interest rate modeling, prepayment/default analysis, derivative valuation, hedging, and forecasting. Collaborate with business, model development, validation, and IT; improve library performance, safety, reliability, and usability; deploy and test production code.

Build and deepen customer relationships via in-branch and outreach interactions; identify needs, open and service accounts, process transactions and credit applications, perform teller/cash handling, promote banking products, use digital tools, ensure compliance and risk controls, and coordinate referrals to licensed specialists.

Solicit and originate residential mortgage loans, build referral relationships with realtors and partners, evaluate low-to-moderately complex credit/financial data, advise clients on mortgage products and underwriting requirements, ensure compliance with SAFE and Regulation Z, and provide high-quality customer service throughout the loan process.

Manage and grow relationships with affluent customers by providing multi-product financial advice, acquiring new clients, coordinating with Wealth, Home Lending, and Business Banking, driving digital adoption, maintaining documentation and compliance, and meeting branch service needs including account servicing and Saturday schedules.

Grow and manage relationships with affluent customers, provide multi-product financial guidance, acquire new clients, coordinate with Wealth/Home Lending/Business Banking, handle everyday banking needs, ensure accurate documentation and regulatory compliance, and meet licensing and branch schedule requirements.

Acquire, deepen, and manage relationships with affluent and complex customers via proactive outreach, discovery-driven advice, and coordinated multi-product solutions across deposits, lending, investments, home lending, and business banking. Own a book of business, drive retention and growth, support branch service needs, champion digital adoption, and ensure compliance with documentation, licensing, and risk requirements.

Solicit and originate residential mortgage loans, analyze client needs, recommend compliant loan options, negotiate terms, take applications, and provide high-quality customer service and internal communication.

Manage and grow relationships with affluent and complex customers by acquiring new clients, providing multi-product financial advice, coordinating with Wealth/Home Lending/Business Banking, ensuring compliance and accurate documentation, and supporting branch service needs including account openings and digital adoption.