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Serve as primary branch contact for customers, acquiring and growing consumer and business relationships. Conduct discovery conversations, recommend deposit, credit, and investment solutions, resolve service requests, drive digital adoption, coordinate referrals to Wealth/Home Lending/Business Banking partners, and maintain accurate documentation and compliance. Complete required licensing (SAFE, FINRA, state insurance) and meet financial fitness/background standards.

Lead a branch team to acquire, deepen, and retain customer relationships by driving sales of checking, deposits, lending, cards, and investments. Coach and develop staff, partner with internal sales partners, use reporting to improve performance, promote digital banking, and balance growth with operational risk management and compliance.

Lead and coach a branch team to acquire, deepen, and retain customer relationships; drive sales of checking, deposits, lending, cards, and investments; manage performance, risk, compliance, and branch operations; partner with internal teams and promote digital solutions.

Grow and manage relationships with affluent customers by delivering multi-product banking, credit, home lending, investment, and business solutions. Acquire new customers, maintain a defined book of business, drive retention and growth, champion digital adoption, collaborate with Wealth/Home Lending/Business Banking partners, ensure accurate documentation and regulatory compliance, and support branch team development. Role requires licensing and SAFE registration.

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

Provide client and administrative support to Financial Advisors: service clients by phone and correspondence, establish and maintain accounts and regulatory files, prepare forms and quotes, schedule appointments, coordinate marketing and referrals, and research and resolve account inquiries.

Serve as primary branch contact for consumer and business customers: acquire and grow relationships, recommend deposit/credit/investment solutions, support account openings and service requests, drive digital adoption, coordinate referrals to Wealth/Home Lending/Business Banking, and meet licensing and compliance requirements.

Serve as primary branch contact for consumer and business customers: acquire and grow relationships, conduct discovery conversations, recommend deposit/credit/investment solutions, support account openings and service requests, promote digital adoption, coordinate referrals to Wealth/Home Lending/Business Banking, and maintain regulatory and risk-compliant documentation and licensing (SAFE/FINRA/State insurance).

Manage and grow a book of affluent consumer and business customers through proactive outreach, discovery-driven advice, and multi-product solutions. Coordinate with Wealth, Home Lending, and Business Banking to convert opportunities, support daily banking needs, champion digital adoption, and ensure compliance with documentation and risk policies. Role transitions from licensed trainee to fully licensed banker upon completing required registrations and exams.

Serve as the primary branch contact to acquire, manage, and grow consumer and business customer relationships. Provide tailored deposit, credit, and investment solutions, open accounts, resolve service requests, champion digital adoption, and coordinate referrals to Wealth, Home Lending, and Business Banking while maintaining compliance and completing required licensing (FINRA, SAFE, state insurance).