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Solicit and originate residential jumbo mortgages for affluent borrowers, build marketplace relationships, analyze financial and credit data, advise clients on loan products, ensure compliance with S.A.F.E. and Regulation Z, and maintain high customer service and pipeline visibility.

Provides personalized banking support across multiple branch locations, including account openings, service requests, credit applications, cash handling, and teller activities. Builds customer relationships, conducts needs-based conversations, promotes banking products and digital tools, makes referrals, and supports branch growth. The role requires flexibility across locations, compliant service, teamwork, risk awareness, Saturday availability, and 100% travel within the assigned geography.

Provides personalized banking support across multiple branch locations, including account openings, service requests, credit applications, cash handling, and teller activities. Builds customer relationships through discovery conversations and proactive outreach, recommends banking products and digital tools, makes referrals, and supports branch growth. Maintains compliant service, follows risk controls, adapts to changing branch environments, and collaborates with teammates. Requires travel throughout the assigned geography and Saturday availability.

Provides personalized banking support across multiple branch locations, including account openings, service requests, credit applications, cash handling, and teller activities. Builds customer relationships through needs-based conversations, proactive outreach, referrals, and digital banking guidance. Collaborates with branch teams, maintains compliance and risk standards, and adapts to changing branch environments. Requires travel throughout the assigned geography and Saturday availability.

Manages and coaches a team of residential Private Mortgage Bankers, directing sales activities, customer service, loan quality, compliance, pipeline management, and referral development. Oversees staffing, performance evaluation, resource allocation, process improvement, risk controls, and customer relationships. The role also takes mortgage applications, negotiates loan terms, maintains market visibility, and ensures compliance with SAFE and Loan Originator requirements.

Leads a regional private wealth portfolio management team serving high- and ultra-high-net-worth clients. Oversees investment solution delivery, portfolio strategy, fiduciary and risk compliance, team development, client engagement, operational improvements, and business growth. Partners with advisors, relationship managers, trust officers, and senior leadership while supporting strategic initiatives and regulatory requirements.

Leads a regional Private Wealth Portfolio Management team serving high-net-worth and ultra-high-net-worth clients. Oversees investment solution delivery, fiduciary and risk compliance, portfolio strategy, client engagement, team development, operational improvements, resource planning, and business growth. Partners with advisors, relationship managers, trust officers, and senior leaders to deliver holistic wealth management solutions and execute strategic initiatives.

Provides personalized banking support across multiple branch locations, including account openings, service requests, credit applications, cash handling, and teller activities. Builds customer relationships through needs-based conversations, proactive outreach, referrals, and digital banking assistance. The role requires adapting to different branches, following compliance and risk controls, collaborating with teammates, and traveling throughout the assigned geography while supporting branch coverage and customer service goals.

Leads a regional Private Wealth Portfolio Management team serving high-net-worth and ultra-high-net-worth clients. Oversees investment solution delivery, portfolio management, fiduciary and risk compliance, team development, operational improvements, strategic initiatives, and client engagement. Partners with wealth management leaders, advisors, trust officers, and relationship managers to strengthen client outcomes, support business growth, and manage risk. The role also includes business development, travel, regulatory compliance, and loan-originator responsibilities.

Manages and grows relationships with affluent consumer and business banking customers. Acquires new clients, conducts discovery-based financial conversations, recommends integrated deposit, lending, investment, and credit solutions, and manages a book of business. Partners with Wealth, Home Lending, and Business Banking teams, promotes digital adoption, supports branch colleagues, and maintains strong risk, documentation, licensing, and regulatory compliance standards.