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Serve affluent and complex banking customers as primary relationship manager: acquire and deepen relationships, deliver multi-product financial strategies, coordinate with Wealth/Home Lending/Business Banking, drive digital adoption, manage book-of-business, ensure regulatory compliance and accurate documentation, and support branch sales and service goals.

Sell and manage relationships with affluent consumers and small business customers. Acquire new clients, deliver multi-product financial solutions across deposits, lending, investments and home lending, and coordinate referrals with Wealth and Business Banking. Drive digital adoption, maintain accurate documentation, meet compliance and risk standards, and manage a defined book of business. Role requires FINRA/insurance licensing, SAFE registration, and weekend availability.

Provide personalized banking support across multiple branch locations, handling account openings, teller transactions, service requests, and credit applications. Build customer relationships, identify needs, make referrals, promote banking solutions, and use digital tools while maintaining compliance, risk controls, and high service standards.

Provide branch banking support across multiple locations, handling account openings, transactions, cash handling, and credit applications. Build customer relationships through discovery conversations, promote banking products, make referrals, adopt digital tools, and ensure compliant service while coordinating with branch teammates.

Manage and grow relationships with affluent customers through discovery-driven advice, building a book of business across deposits, lending, and investments, coordinating with internal partners, promoting digital adoption, handling everyday banking needs, and ensuring compliance with documentation and risk policies.

Provide front-line banking support across multiple branch locations: open accounts, handle transactions, process service and credit requests, build customer relationships, promote products, and ensure compliant, efficient service while covering for branch staff and using digital tools.

Acquire, deepen, and manage relationships with affluent and complex-banking customers. Deliver multi-product financial strategies across deposits, lending, investments, and business banking; drive digital adoption, coordinate with Wealth/Home Lending/Business partners, manage a book of business, ensure accurate documentation and regulatory compliance, and support branch team performance.

Serve as the primary branch contact for consumer and business customers: acquire and grow relationships, lead discovery conversations, recommend deposit/credit/investment solutions, support account openings and service requests, drive digital adoption, collaborate with Wealth/Home Lending/Business partners, and ensure compliance with licensing and risk requirements.

Lead relationship manager responsible for new client acquisition, managing and expanding complex commercial banking relationships in early-stage technology, coordinating credit/treasury/FX transactions, analyzing financials, driving multi-line revenue, networking, hosting events, and maintaining pipeline and sales discipline.

Lead and coach a branch team to drive sales, deepen customer relationships, and ensure operational and compliance standards. Recruit, develop, and manage performance while partnering with internal teams to deliver comprehensive banking solutions and promote digital adoption. Balance growth objectives with risk management and complete a required Branch Manager Readiness Program.