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Manage and grow a book of affluent customers by delivering holistic banking, credit, and investment solutions through proactive outreach, discovery-driven advice, scheduled appointments, and collaboration with Wealth, Home Lending, and Business Banking partners. Support everyday banking needs, champion digital adoption, ensure compliant documentation, and coach branch teammates to deepen relationships and drive balanced growth across deposits, lending, and investments.

Originate and solicit residential jumbo mortgages for affluent clients, build referral relationships with Realtors/builders/financial professionals, evaluate low-to-moderately complex credit and financial data, quote rates and complete loan applications, ensure compliance with SAFE and Regulation Z requirements, and maintain high customer service and market visibility.

Serve as primary financial partner for affluent customers, grow and manage a book of business through proactive outreach and discovery-driven advice, deliver multi-product banking and credit solutions, coordinate with Wealth/Home Lending/Business partners, champion digital adoption, ensure accurate documentation and regulatory compliance, and meet licensing and risk requirements.

Originate and manage residential mortgage loans by soliciting referrals, analyzing low- to moderately-complex financial and credit data, recommending loan products, quoting rates and points, and maintaining compliance with SAFE and Regulation Z requirements. Build referral relationships, provide excellent customer service, and stay current on market and underwriting policies.

Provide branch customer service, open and manage deposit and loan accounts, process transactions, cross-sell banking products, meet sales goals, ensure regulatory compliance, and maintain client relationships.

The Branch Operations Coordinator is responsible for supporting daily operations, ensuring efficient processes, and providing excellent service to clients. Responsibilities include coordinating schedules, managing documentation, and assisting with various administrative tasks to enhance branch functionality.

Serve as primary branch contact for everyday banking, proactively acquire and grow consumer and business relationships, conduct discovery conversations, recommend deposit/credit/investment solutions, support digital adoption, resolve service requests within limits, coordinate referrals to Wealth/Home Lending/Business Banking, and maintain compliance with licensing and risk policies.

Acquire, deepen, and manage relationships with affluent customers by delivering multi-product banking, credit, and investment solutions. Own a book of business, conduct discovery-driven planning, coordinate with Wealth/Home Lending/Business Banking, support branch service needs, champion digital adoption, and maintain regulatory and documentation standards. Role requires obtaining FINRA and state insurance licenses and SAFE registration.

Provide frontline banking service: build relationships, open and service accounts, process transactions and credit applications, perform cash handling, and refer customers to specialists while following compliance and using digital tools to support customer financial needs.