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Lead underwriting and credit approval for secured lending products (KAP, Supplier Finance, factoring, ABL, ARS). Coordinate stakeholders, structure and negotiate legal documentation with counsel, oversee diligence (collateral exams, appraisals), ensure compliance and risk ratings, prepare servicer report models for securitizations, mentor junior staff, and collaborate with originations and portfolio teams to manage deal lifecycle.

Serve affluent customers as primary financial partner: acquire and deepen relationships, manage a book of business, provide multi-product advice across deposits, lending, investments, coordinate referrals with Wealth/Home Lending/Business Banking, ensure compliance and accurate documentation, and meet licensing and service requirements.

Provide advanced lending support and portfolio monitoring for Wealth Underwriting, resolve complex credit and client issues, lead and mentor a team, implement process improvements, and manage complex transactions across multiple systems to ensure compliance and operational effectiveness.

Provide roving, front-line personal banking support across multiple branches: open accounts, process transactions, handle cash, support credit applications, and build customer relationships through discovery conversations, referrals, and proactive outreach. Maintain compliance, use digital tools, coordinate handoffs to specialists, and adapt to changing branch environments.

Manage and grow an affluent customer book through advisory-driven discovery, cross-sell banking, lending, investments, and business solutions. Drive customer acquisition, deepen relationships, coordinate internal referrals, ensure compliance and licensing, and support branch colleagues to deliver a seamless, risk-aware customer experience.

Lead and support Pega-based Customer Engagement Engine product efforts, translate strategy into prioritized backlog and delivery plans, coordinate cross-functional Agile teams, validate acceptance criteria and controls, drive operational efficiency, and support publishing, reporting, and stakeholder alignment for Consumer Lending personalization and NBA strategies.

Drive acquisition and growth of affluent consumer and business relationships through discovery-based advice, multi-product solutions (deposits, lending, investments), proactive outreach, appointment and lobby engagement, and collaboration with Wealth, Home Lending, and Business Banking. Manage a book of business, ensure accurate documentation and risk compliance, promote digital adoption, and support branch team performance while completing required licensing and registration.

Serve customers in-branch by opening accounts, processing transactions, handling cash, supporting credit applications, and making referrals to meet customer needs while maintaining compliance and using digital tools to enhance service.

Frontline Personal Banker who builds customer relationships, opens accounts, handles cash/teller transactions, supports credit applications, and refers customers to specialists while using digital tools and maintaining compliance and risk controls.

Acquire, deepen, and manage relationships with affluent customers by delivering multi-product financial solutions across deposits, lending, investments, and business banking. Own a book of business, lead discovery-driven planning, coordinate with Wealth/Home Lending/Business partners, drive digital adoption, ensure accurate documentation, and meet licensing and compliance requirements.