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Manages and grows relationships with affluent consumer and business banking customers. Acquires new clients, deepens existing accounts, conducts financial discovery, recommends banking, credit, lending, investment, and deposit solutions, and manages a book of business. Partners with Wealth, Home Lending, and Business Banking teams, promotes digital banking, supports branch colleagues, maintains compliant documentation, and oversees risk and regulatory requirements.

Ten-week investment banking summer associate program for first-year MBA students. Associates support live client engagements through valuation modeling, transaction execution, company and industry research, diligence, client meetings, and pitch presentations. The role provides training, mentorship, networking, and exposure to product or industry groups while developing technical and professional investment banking skills.

The 10-week Investment Banking Summer Associate Program supports live client engagements across product and industry groups. Responsibilities include building valuation models, conducting company and industry research, preparing pitch materials, supporting transaction execution, participating in diligence and client meetings, and collaborating with senior bankers. The program is intended for MBA students between their first and second years and includes training, mentorship, networking, and project-based learning.

Build customer relationships in a bank branch by identifying financial needs, recommending banking products and services, opening accounts, processing service requests and credit applications, handling cash transactions, supporting digital adoption, making referrals, and maintaining compliance with risk and operational standards. The role includes Saturday scheduling, outreach, and collaboration with branch teammates.

Supports corporate and institutional clients through investment banking transactions and capital raising. Responsibilities include building valuation models, conducting company and industry research, preparing client materials and pitch presentations, participating in diligence and client meetings, leading transaction workstreams, coordinating across deal teams, and supporting junior team members. The program includes six weeks of training in accounting, credit analysis, valuation, and modeling, plus required FINRA licensing.

Supports live investment banking transactions and capital raising through valuation modeling, company and industry research, transaction execution, client presentations, diligence, and deal-team coordination. Associates lead workstreams, prepare client deliverables, participate in client meetings, collaborate across sectors and geographies, and mentor junior team members. The program includes six weeks of training in accounting, credit analysis, valuation, and modeling, plus preparation for FINRA licensing exams.

Solicit and originate residential mortgages by building referral relationships, assessing customer financial and credit information, recommending suitable loan products, taking applications, quoting rates, and managing follow-up through registration and lock-in. Ensure compliant, high-quality loan production and excellent customer service while meeting SAFE mortgage licensing, Loan Originator, background, transportation, scheduling, and physical requirements.

Supports live investment banking transactions and capital raising engagements through valuation modeling, company and industry research, transaction execution, client materials, pitch presentations, diligence, and coordination across deal teams. Associates lead workstreams, collaborate with senior bankers and clients, support strategic advisory initiatives, and help develop junior team members. The program includes six weeks of training and requires completion of FINRA licensing exams within 90 days if not already held.

Build customer relationships and identify banking needs through in-branch conversations and proactive outreach. Support account openings, service requests, credit applications, cash handling, teller activities, and digital banking adoption. Refer customers to appropriate specialists, maintain accurate compliant service, manage risk controls, and collaborate with branch teammates. The role requires Saturday availability and SAFE registration after hiring.

Participate in a 10-week investment banking summer associate program supporting live client engagements. Build valuation models, conduct company and industry research, prepare pitch presentations and client materials, participate in diligence and client meetings, and collaborate with senior bankers on strategic transactions and capital raising. Candidates receive training, mentorship, coaching, and feedback while developing investment banking, analytical, communication, and teamwork skills.