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Grow and manage relationships with affluent customers, advise on multi-product financial strategies, acquire new clients, manage a book of business, coordinate with Wealth/Home Lending/Business Banking partners, drive digital adoption, ensure accurate documentation and regulatory compliance, and complete required licensing (FINRA, State Insurance, SAFE).

Provide personalized banking support across multiple branch locations, handling account openings, transactions, cash handling, service requests, and credit applications. Build customer relationships through discovery conversations, promote banking products and referrals, use digital tools, maintain compliance with risk controls, and collaborate with branch teammates while traveling within an assigned geography.

Lead and coach a branch team to acquire, deepen, and retain customer relationships, drive sales across deposit, lending, cards and investments, manage performance and risk, partner with internal sales partners, promote digital banking, and ensure operational and compliance excellence.

Manage and grow a defined book of affluent consumer and business customers through proactive outreach, discovery-driven advice, and cross-product coordination. Deliver multi-product solutions across deposits, lending, investments, and home lending, ensure accurate documentation and risk compliance, and support branch colleagues and digital adoption to enhance customer experience.

Serve as the primary in-branch contact to acquire, manage, and grow consumer and small business relationships. Lead discovery conversations, recommend deposit/credit/investment solutions, promote digital adoption, resolve service requests, coordinate referrals to Wealth/Home Lending/Business Banking, and maintain compliance and licensing requirements.

Serve as the primary branch contact for consumer and business customers: acquire and grow relationships, recommend deposit/credit/investment solutions, handle account openings and service requests, drive digital adoption, coordinate referrals to Wealth/Home Lending/Business Banking, and comply with licensing, risk, and documentation requirements.

Frontline branch role building customer relationships, supporting account openings, service requests, cash handling, and credit applications. Promote banking products, use digital tools, follow compliance and risk controls, and collaborate with licensed specialists to meet customer and branch goals.

Serve as primary branch contact to acquire, manage, and grow consumer and business relationships. Conduct discovery conversations, recommend deposit/credit/investment solutions, support account servicing, drive digital adoption, collaborate with Wealth/Home Lending/Business partners, and ensure compliance with licensing and risk policies.

Lead a retail branch to drive customer acquisition, deepen relationships, and grow deposits, lending, cards, and investments. Coach and develop branch staff, execute sales routines, partner with internal teams, manage operational risk and compliance, promote digital banking, and meet performance goals. Complete Branch Manager Readiness Program prior to placement.

Lead end-to-end AI solution delivery for Wealth & Investment Management: shape, prototype, evaluate, pilot, and drive adoption. Build thin-layer apps and configured agents on approved platforms, produce hand-off blueprints, stand up eval harnesses and governance evidence, develop business cases, and present roadmaps to senior leadership.