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Manage and grow a portfolio of small business clients by delivering tailored financial solutions, prospecting and networking, collaborating with internal partners, ensuring compliance, and acting as a trusted advisor for business accounts, credit, treasury services, and digital tools while meeting Loan Originator registration and regulatory requirements.

Manage and grow a portfolio of small business clients by onboarding, deepening relationships, and offering tailored financial solutions (accounts, credit, treasury, digital tools). Prospect and network to acquire new clients, collaborate with internal partners for complex lending, ensure compliance with policies, and meet Loan Originator registration and regulatory requirements.

Acquire and deepen relationships with affluent customers, manage a defined book of business, deliver multi-product banking, lending, and investment solutions, coordinate with Wealth/Home Lending/Business partners, drive digital adoption, ensure accurate documentation and risk compliance, and support branch team performance through coaching and customer-focused service.

Provide frontline branch banking support by building customer relationships, opening accounts, handling transactions, processing service requests and credit applications, promoting banking products, and collaborating with specialists while following compliance and risk controls.

Lead frontline incident response for CCIBT technology incidents: triage, coordinate platform/infrastructure/app teams, run war rooms, track milestones and risks, document outcomes, and communicate updates to stakeholders and executives. Drive handoffs to problem management and identify process/tooling improvements.

Manage and grow a portfolio of small business clients by owning the full client journey, offering business accounts, credit, treasury services and digital tools, prospecting and networking, partnering with internal teams for complex lending, and ensuring regulatory compliance and LO registration.

Acquire and deepen relationships with affluent customers through proactive outreach, discovery-driven advice, and coordinated multi-product solutions across deposits, lending, investments, home lending, and business banking. Manage a defined book of business, deliver excellent service and digital adoption, collaborate with internal partners, ensure accurate documentation and risk compliance, and support branch goals.

Frontline branch role building customer relationships, supporting everyday banking needs (account openings, service requests, credit applications), performing cash handling/teller activities, promoting banking products, using digital tools, and ensuring compliant, high-quality service with referrals to specialists as needed.

The role involves originating mortgage loans, providing customer service, processing applications, and maintaining compliance. Bilingual proficiency in Spanish and two years of sales experience are required.

Acquire, deepen, and manage affluent consumer and business relationships in-branch. Provide multi-product financial advice across deposits, lending, investments, and home lending; grow a defined book of business through proactive outreach and referrals; coordinate with Wealth, Home Lending, and Business Banking partners; drive digital adoption; ensure accurate documentation, risk compliance, and a seamless customer experience.