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Manage and grow a defined book of affluent customers by delivering multi-product banking, lending, and investment solutions. Proactively acquire and deepen relationships via discovery-driven advice, coordinate with Wealth/Home Lending/Business partners, ensure accurate documentation and regulatory compliance, coach colleagues, and promote digital adoption. Role requires licensing and adherence to FINRA/state insurance and background standards.

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.

Drive acquisition, relationship management, and growth with affluent customers by delivering multi-product banking, credit, and investment solutions. Own a book of business, coordinate with Wealth/Home Lending/Business Banking partners, ensure compliance and documentation, promote digital adoption, and support branch service activities.

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.

The role involves managing relationships with affluent customers, acquiring new clients, and providing comprehensive financial services through strategic outreach and collaboration with internal teams. Ensuring customer satisfaction and risk compliance is key.

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.