Top Tech Jobs & Startup Jobs

Frontline personal banker who builds customer relationships, supports account openings, service requests, credit applications, cash handling, and promotes banking products while maintaining compliance and coordinating referrals.

Manage and deepen relationships with affluent customers, providing tailored banking strategies through outreach and scheduled appointments while collaborating with internal teams. Lead financial discussions, manage a portfolio, and ensure compliance with financial regulations.

Solicit and originate residential mortgage loans, build referral relationships with realtors and partners, analyze low-to-moderately complex credit/financial data, ensure compliance with mortgage regulations (SAFE/LO), provide timely customer communication, and pursue training to maintain product and underwriting knowledge.

Originate and solicit residential mortgage loans, develop referral relationships, analyze low-to-moderately complex credit and financial data, ensure compliance with SAFE and Regulation Z, provide excellent customer service, and maintain market visibility.

Grow and manage relationships with affluent customers by delivering multi-product banking, credit, and investment solutions. Acquire new clients, conduct discovery-driven planning, coordinate with Wealth, Home Lending, and Business Banking partners, drive digital adoption, maintain accurate documentation, and meet compliance and licensing requirements while supporting branch service needs.

Manage and grow relationships with affluent customers through proactive outreach, discovery-driven planning, and multi-product financial solutions. Own a book of business, coordinate with Wealth, Home Lending, and Business Banking, support branch service needs, champion digital adoption, and ensure compliance with documentation, licensing, and risk requirements.

Manage and grow relationships with affluent and complex customers through proactive outreach, discovery-driven advice, and multi-product solutions across deposits, lending, investments, and business banking. Own a book of business, coordinate with Wealth, Home Lending, and Business Banking partners, drive digital adoption, ensure accurate documentation and risk compliance, and support branch team performance and customer service.

Solicit and originate residential mortgage loans, build referral relationships, assess borrower credit/financial data, quote rates, manage applications, ensure compliance with S.A.F.E./Regulation Z, and provide high-quality customer service throughout the loan process.

Frontline Personal Banker responsible for building customer relationships, supporting account openings, service requests, credit applications, and teller/cash-handling duties. Promote banking products, make referrals, use digital tools, maintain compliance and risk controls, and collaborate with branch teammates to deliver seamless customer service.

Perform asset-based lending analysis (AR/AP, credit insurance), review loan documentation for policy and regulatory compliance, reconcile data across systems, document findings, identify and escalate risks, and recommend actions following established processes.