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Frontline banking role building customer relationships through discovery conversations, account openings, service requests, cash handling/teller activities, and referrals. Promote banking products, use digital tools, maintain compliance and risk controls, and collaborate with branch teammates to deliver seamless customer service.

Oversee daily branch operations, lead and coach staff, ensure excellent customer service, meet sales and performance goals, maintain regulatory compliance, manage budgets and local community relationships.

Provide frontline banking support by building relationships, conducting discovery conversations, opening accounts, processing transactions, and supporting credit applications. Perform teller and cash-handling duties, promote banking products, make referrals to licensed specialists, use digital tools to assist customers, and comply with risk and regulatory controls. Serve Spanish-speaking customers and collaborate with branch teammates to deliver seamless, accurate service.

Lead product strategy and lifecycle for Financial Institutions Group payment and liquidity solutions. Conduct market and client research, translate regulatory and operational requirements into scalable product capabilities, partner cross-functionally to deliver solutions, support go-to-market and pricing, ensure compliance, and mentor team members while driving product execution and optimization.

The Personal Banker is responsible for handling customer banking tasks, including managing accounts, providing financial advice, and promoting banking products to meet sales goals.

Serve customers in-branch by opening accounts, handling transactions, assisting with credit applications, and promoting banking products. Build relationships through proactive conversations, refer customers to specialists when needed, and use digital tools to support customer financial needs while maintaining compliance and accurate cash handling.

Serve affluent customers as primary banking contact, proactively acquire and deepen relationships, provide multi-product financial advice across deposits, lending, investments, coordinate with Wealth/Home Lending/Business partners, drive digital adoption, manage a book of business, ensure compliant documentation and risk controls.

Manage and grow an affluent client book through discovery-driven advice, proactive outreach, and multi-product solutions across deposits, lending, investments, and business banking. Serve as primary contact for complex customer needs, coordinate with Wealth, Home Lending, and Business Banking partners, champion digital adoption, ensure accurate documentation and compliance, and support branch team performance.

Manage and supervise teller operations to ensure compliance, quality, and excellent customer service. Coach and develop staff, handle daily teller scheduling and escalations, support customers, and enforce policies and risk controls. Serve as Loan Originator contact for referrals and meet regulatory LO requirements.

Originate mortgage loans from assigned bank branches, conduct outbound prospecting, process loan applications, advise clients on mortgage products, maintain compliance with SAFE/NMLS and CFPB loan originator requirements, collaborate with branch partners, and pursue training to increase product and underwriting knowledge.