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Serve as primary branch contact for consumer and business customers: open accounts, resolve service requests, lead discovery conversations to recommend deposit, credit, and investment solutions, drive digital adoption, and coordinate referrals to Wealth, Home Lending, and Business Banking. Maintain accurate documentation, meet licensing and compliance requirements, and build long-term customer relationships through proactive outreach and relationship management.

Lead a branch sales team to acquire, deepen, and retain customer relationships, drive deposit and lending growth, coach staff, manage performance, partner across lines of business, promote digital solutions, and balance growth with operational risk and compliance.

Lead and coach a branch team to acquire, deepen, and retain customer relationships; drive sales of checking, deposits, lending, cards, and investments; manage performance, risk, and operations; partner with internal partners and promote digital banking; complete Branch Manager Readiness Program prior to placement.

Provide front-line banking support across multiple branch locations, handling account openings, service requests, credit applications, and teller transactions. Build customer relationships through discovery conversations and proactive outreach, refer to specialists as needed, use digital tools to support customers, and maintain compliance with risk and operational standards while adapting to changing branch environments.

Serve affluent and complex banking customers as primary contact, grow and manage a book of business, provide multi-product financial advice across deposits, lending, investments, and business banking, coordinate with internal partners, drive digital adoption, ensure accurate documentation and risk/compliance adherence, and meet licensing requirements.

Provide empathetic, high-volume customer support for everyday banking via phone, text, chat, and video; resolve routine inquiries, escalate complex issues, follow policies, and use multiple computer systems to deliver a best-in-class customer experience.

Serve as primary branch contact for consumer and business customers; open accounts, resolve inquiries, drive digital adoption, and grow relationships via discovery-driven conversations and referrals to Wealth, Home Lending, and Business Banking. Obtain required FINRA and insurance licenses, demonstrate risk and compliance adherence, and support branch goals through proactive outreach and coordinated solutions.

Lead a bank branch to drive customer acquisition, deposits, lending, and investment growth through coaching, performance management, cross-functional partnership, risk-aware operations, and digital adoption. Hire, develop, and hold a team accountable while balancing growth objectives with compliance and customer protection.

Provide in-branch, multi-location banking support across an assigned geography: open accounts, handle teller and cash activities, support service requests and credit applications, build customer relationships through discovery conversations, promote products and referrals, and use digital tools while maintaining compliance and risk controls.

Manage and grow a portfolio of small business clients by owning the client journey from onboarding to relationship expansion. Provide tailored financial recommendations, offer business accounts, credit, treasury and digital solutions, prospect and network for referrals, collaborate with internal partners and support underwriting alignment. Meet Loan Originator registration and regulatory requirements and refer dwelling-secured product interest to SAFE team members as needed.