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The Personal Banker at Union Station will assist customers with banking transactions, provide financial advice, and promote bank products to meet customer needs.

Frontline banker who builds customer relationships, opens accounts, processes transactions, handles teller duties, supports credit applications, and refers customers to specialists while ensuring compliance and using digital tools to drive branch growth.

Manage and grow a defined book of affluent consumer and business customers through discovery-driven advice, multi-product solutions, proactive outreach, and collaboration with Wealth, Home Lending, and Business Banking. Deliver account servicing, drive digital adoption, ensure accurate documentation and risk compliance, and support branch team performance.

Lead a branch team to acquire, deepen, and retain customer relationships; drive sales of checking, deposits, lending, cards, and investments; coach and develop bankers; partner with internal sales teams; manage risk and operational compliance; complete Branch Manager Readiness Program prior to transition into a Branch Manager role.

Serve as primary branch contact for consumer and business customers: acquire and grow relationships, recommend deposit/credit/investment solutions, support everyday banking (account openings, service requests), drive digital adoption, coordinate referrals to Wealth/Home Lending/Business partners, maintain compliance and documentation, and obtain required FINRA/insurance licenses.

Serve as primary branch contact to acquire, manage, and grow consumer and business relationships. Lead discovery conversations, recommend deposit/credit/investment solutions, support account openings and service requests, drive digital adoption, coordinate referrals to Wealth/Home Lending/Business Banking, and maintain compliance and accurate documentation while completing required licensing.

Originate, structure, and execute bespoke lending solutions for HNW/UHNW clients across Eastern Markets. Partner with Financial Advisors and CRG to assess needs, negotiate terms, obtain approvals, drive loan growth, and support new business development while managing portfolio profitability, credit risk, and compliance obligations.

Frontline banking role building customer relationships through in-branch and outreach interactions. Support account openings, service requests, credit applications, and teller/cash activities while promoting products, making referrals, and ensuring compliant, high-quality service.

Lead enterprise strategy, roadmap, and delivery for advisor field compensation products. Manage product managers, align cross-functional stakeholders (HR, Finance, Risk, Compliance, Legal, Technology), ensure regulatory and governance compliance, drive modernization and operational excellence, and measure/improve compensation accuracy, timeliness, and advisor experience.

Lead strategy, architecture, and delivery of enterprise network tooling and observability across datacenter, branch, cloud, and WAN. Design telemetry pipelines, integrate analytics and ITSM, drive automation, mentor teams, and partner with NetOps/SRE/SecOps to improve incident resolution, compliance, and operational efficiency.