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Frontline branch role building customer relationships, supporting account openings, service requests, credit applications, cash handling/teller duties, and promoting banking products while maintaining compliance and referring to specialists as needed.

Provide frontline banking service by building customer relationships, supporting account openings, cash handling, teller transactions, and credit applications. Drive branch growth through discovery conversations, product referrals, digital tool adoption, and compliant service while coordinating handoffs to specialists.

Lead and coach a branch team to drive growth in deposits, lending, credit cards, and investments. Manage sales performance, talent development, and operational risk. Partner with internal lines (Wealth, Business Banking, Home Lending), promote digital solutions, and use reporting to improve productivity and customer relationships. Complete Branch Manager Readiness Program to assume permanent Branch Manager duties.

Manage and grow 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; handle everyday banking needs and ensure compliance, documentation, and risk controls.

Originates residential mortgage loans by soliciting customers, analyzing low-to-moderately complex credit and financial data, recommending loan products, quoting rates, and managing application and lock-in processes. Builds referral relationships with realtors and other partners, ensures compliance with mortgage regulations and internal policies (SAFE/Regulation Z), and delivers high-quality customer service throughout loan lifecycle.

Frontline branch role building customer relationships through in-branch interactions and outreach. Support account openings, service requests, credit applications, and teller/cash-handling duties. Use digital tools to assist customers, identify opportunities, make referrals to specialists, and collaborate with teammates while maintaining compliance and risk controls. SAFE registration required; schedule includes Saturdays.

Serve customers in-branch by opening accounts, processing transactions, handling teller duties, and guiding customers to appropriate banking products. Build relationships, perform outreach, comply with risk controls, and coordinate referrals to licensed specialists.

Support corporate finance advisory by developing financial models, analytics, and client presentations; lead junior teams on pitches and live deals; collaborate with coverage and product partners; apply judgment on client-facing materials; work directly with senior bankers across products, industries, and transactions.

Lead Compliance Officer oversees home lending compliance programs, provides independent risk expertise, monitors remediation and reporting, challenges front-line decisions, advises on regulatory change, coordinates with Audit/Legal/regulators, and recommends process and control improvements to ensure adherence to federal, state, agency, and corporate policy requirements.

Lead a bank branch team to acquire, deepen, and retain customer relationships; drive sales across deposits, lending, cards, and investments; coach and develop staff; ensure operational risk management and regulatory compliance; complete Branch Manager Readiness Program and transition into branch leadership.