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Build and manage consumer and business banking relationships through proactive outreach, discovery conversations, and tailored deposit, lending, credit, and investment solutions. Resolve account inquiries, promote digital banking adoption, coordinate referrals across Wealth, Home Lending, and Business Banking, and maintain accurate documentation and regulatory compliance. The role requires customer service and relationship-building experience, FINRA licensing, SAFE registration, and state insurance licenses.

Manages and grows relationships with affluent consumer and business customers through proactive outreach, discovery-based financial guidance, and multi-product solutions. Develops deposits, lending, investment, and banking relationships; manages a book of business; partners with Wealth, Home Lending, and Business Banking; promotes digital adoption; supports branch colleagues; and maintains strong risk, documentation, compliance, and customer service standards.