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Support Relationship Managers in managing and growing a portfolio of financial institutions clients by preparing client materials, coordinating deal execution, engaging clients on routine deliverables, monitoring credit and industry trends, ensuring compliance, and working with internal partners across credit, legal, treasury and capital markets to deliver tailored financing solutions.

Serve customers at a branch by opening accounts, handling teller transactions, supporting credit applications, and recommending banking products. Build relationships through proactive outreach, use digital tools, maintain compliance and risk controls, and coordinate referrals to specialists to meet customer and branch growth goals.

Provide excellent customer service while processing teller transactions, supporting branch operations and scheduling, resolving issues and complaints, promoting digital solutions, identifying fraud risks, and ensuring compliance with bank policies under manager guidance.

Originates and produces residential jumbo mortgages for high-net-worth clients by building referral relationships, quoting rates, analyzing credit and financial data, reviewing appraisals and title, and ensuring compliance with SAFE/NMLS and Regulation Z while maintaining high customer service and market visibility.

Solicit and originate residential mortgage loans, develop referral relationships, analyze low-to-moderately complex credit and financial data, explain loan programs and underwriting requirements, ensure compliance with SAFE/Regulation Z, maintain customer communication, and pursue company training to meet production and regulatory standards.

Serve customers by opening accounts, handling transactions, proposing appropriate bank products and digital solutions, referring complex needs to specialists, maintaining cash handling and compliance, and completing SAFE mortgage/loan originator requirements. Provide proactive outreach and build customer relationships while following policies and risk controls.

Solicit and originate residential mortgage loans, build referral relationships, evaluate credit and financial data, recommend loan products, ensure compliance with SAFE and Regulation Z, maintain high customer service and market visibility, and pursue ongoing training.

Originates and produces residential jumbo mortgages for affluent clients by soliciting referrals, advising customers on loan products and underwriting requirements, analyzing credit/financial data, managing application and lock-in processes, maintaining compliance with SAFE/Regulation Z, and building market relationships with realtors, builders, and financial professionals.

Originates and produces compliant jumbo residential mortgage loans for affluent clients. Builds referral relationships with realtors, builders, and financial professionals, analyzes borrower credit/financial data, quotes rates, manages loan applications and closings, maintains market visibility, and follows regulatory and company training, compliance, and SAFE/LO requirements.

Manage and grow a portfolio of affluent customers through proactive outreach, discovery-driven advice, and multi-product solutions across deposits, lending, investments, and home/business banking. Serve as primary contact for complex needs, coordinate with Wealth, Home Lending and Business Banking partners, drive digital adoption, ensure accurate documentation and regulatory compliance, and support branch team performance.