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Serve as primary branch contact to acquire, manage, and grow consumer and business relationships; open accounts, resolve inquiries, and recommend deposit, credit, and investment solutions; drive digital adoption; coordinate referrals with Wealth, Home Lending, and Business Banking; maintain accurate documentation and comply with regulatory and licensing requirements.

Lead and coach a branch team to acquire, deepen, and retain customer relationships across deposits, lending, cards, and investments. Drive sales performance, enforce risk and compliance controls, promote digital banking, partner with internal lines, and manage branch operations. Complete a Branch Manager Readiness program and balance growth with operational soundness.

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.

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.

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.

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 of sales and operational routines, partner with internal specialists, promote digital adoption, and manage operational risk to protect customers and the company.

Lead and develop a branch team to acquire, deepen, and retain customer relationships; drive sales of deposits, lending, cards, and investments; coach staff, manage performance, partner with internal product teams, promote digital banking adoption, and balance growth with operational risk and compliance.