Banker

• Acquire, manage, and grow a portfolio of consumer and business customer relationships
• Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies
• Strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments
• Partner with Wealth, Home Lending, and Business Banking professionals to deliver integrated solutions
• Coordinate warm introductions, set expectations, and convert qualified opportunities into closed outcomes
• Educate customers on self-service and mobile banking options
• Resolve account inquiries and service requests within authorized limits
• Document actions and set follow-up plans
• Demonstrate risk excellence through accurate documentation, sound judgment, issue escalation, and policy and regulatory adherence
• Work in a collaborative branch environment and support customers through scheduled appointments, lobby engagement, and proactive outreach
• Transition from the temporary Relationship Banker LP role to Relationship Banker (SAFE) after completing licensing and SAFE requirements

Relationship Banker

• Complete a 4–8 week onboarding and education program with rotations in operations and Sales & Service
• Complete certification demonstrating skills for the Retail Personal Banker job family
• Use consultative sales and Financial Needs Assessment to identify customer financial needs
• Build customer profiles and recommend Retail consumer and small business products/services
• Use CAMP and approved marketing tools to contact customers and set financial review appointments
• Cross-sell to existing customers and participate in outside sales activities
• Develop relationships with Mortgage, Small Business, Commercial, and Investment partners and make referrals
• Meet customer experience and individual/team production goals
• Provide guidance to CSRs on sales and referrals
• Process teller transactions and work as platform staff
• Participate in consumer loan and bankcard processes from application through closing
• Participate in Financial Center or Bank Mart opening and closing
• Follow risk management, confidentiality, ethics, fraud prevention, and operational policies

Personal Banker Associate

• Drive proactive needs-based sales conversations through service-to-sales interactions, teller interactions, and appointment setting.
• Maintain comprehensive knowledge of retail banking products and services.
• Enhance existing customer relationships and cultivate new ones by understanding and addressing customers’ needs.
• Deliver loan products while ensuring packages are correct and complete.
• Make referrals to cross-sell banking products and services.
• Educate customers on transaction-management technology and available tools.
• Solve customer problems using product and service knowledge.
• Process deposits, withdrawals, and other routine transactions accurately and confidentially.
• Ensure adherence to banking regulations and internal policies.

Universal Banker I

• Acquire new affluent consumer and business customers through strategic outreach, referrals, and pre-planned appointments
• Deepen existing customer relationships through discovery-driven conversations
• Translate customer goals into tailored banking and credit strategies
• Serve as primary financial partner providing comprehensive, multi-product guidance and ongoing reviews
• Grow and manage a defined book of business across deposits, lending, and investments
• Coordinate warm introductions and integrated solutions with Wealth, Home Lending, and Business Banking partners
• Convert qualified opportunities into closed outcomes
• Promote digital adoption, self-service, and mobile banking
• Advise branch colleagues on relationship development and complex client needs
• Maintain accurate documentation, exercise sound judgment, escalate issues, and follow policies and regulations
• Open accounts, handle service requests, and support everyday banking needs

Senior Premier Banker

• Provide personalized banking support across multiple branch locations within an assigned geographic area
• Cover banker and teller absences and temporarily fill open positions as needed
• Adapt to new branch environments, teams, and customer needs while maintaining service quality and bank standards
• Build customer relationships through proactive conversations and outreach
• Lead discovery-driven conversations to understand customer needs and connect them with banking products, services, and solutions
• Identify opportunities, promote solutions, and make referrals to support branch growth
• Support account openings, service requests, and credit applications
• Perform cash handling and teller line activities while maintaining compliance and operational standards
• Use digital tools and technologies to enhance customer experience
• Deliver accurate, compliant service while exercising sound judgment within risk controls
• Coordinate handoffs to licensed bankers and other specialists
• Commute to assigned branch locations for the duration of assignments
• Flex between cash handling and customer banking activities

Roving Personal Banker

• Drive proactive needs-based sales conversations through service-to-sales interactions, teller interactions, and appointment setting
• Maintain a comprehensive understanding of retail banking products and services
• Identify opportunities to enhance existing customer relationships and cultivate new ones by understanding and addressing customers’ needs
• Assist customers financially by delivering loan products and ensuring packages are correct and complete
• Identify opportunities and make referrals to cross-sell banking products and services
• Educate customers on transaction-management options using technology and available tools
• Apply product and service knowledge to solve customer problems
• Process deposits, withdrawals, and other routine transactions accurately and confidentially
• Ensure adherence to banking regulations and internal policies

• Drive proactive needs-based sales conversations through service interactions, teller interactions, and appointment setting
• Maintain a comprehensive understanding of retail banking products and services
• Identify opportunities to enhance existing customer relationships and cultivate new ones by understanding and addressing customers’ needs
• Assist customers financially by delivering loan products and ensuring packages are correct and complete
• Identify opportunities and make referrals to cross-sell banking products and services
• Educate customers on transaction-management technology and available tools and resources
• Apply product and service knowledge to solve customer problems
• Process deposits, withdrawals, and other routine transactions accurately and confidentially
• Ensure adherence to banking regulations and internal policies

• Coordinate at a senior level with the sales team to establish, build, and sustain business banking relationships with companies generally generating less than $20 million in gross sales
• Drive success and growth within the assigned sales territory
• Serve as the primary relationship manager for the Bank and oversee client interactions
• Participate in credit underwriting, portfolio management and review, risk/credit grading, and risk identification and management
• Service portfolios, monitor covenant compliance, and monitor collateral
• Meet and exceed individual and team sales goals for deposits, loans, and other metrics
• Expand existing relationships and solicit new business through referrals and cold calling outside the banking center
• Analyze credit checks and perform preliminary financial statement analysis to assess potential creditworthiness
• Lead sales professionals and ensure achievement of sales and revenue targets
• Generate, identify, qualify, and prioritize prospects while nurturing the existing book of business
• Contact the top 20 loan and deposit clients monthly to maintain relationships and identify cross-selling opportunities
• Research existing clients to uncover additional cross-selling opportunities
• Increase core deposits and contribute to loan funding
• Develop expert-level sales proposals and strategies
• Maintain market and competitor knowledge and a strategic outlook for business growth
• Establish, expand, and maintain referral sources
• Plan pre-call activities and prepare worksheets for joint client appointments
• Assess clients' financial needs using tax returns, credit reports, personal financial statements, and debt schedules
• Document relationship management processes
• Guide clients on financial issues and recommend suitable solutions
• Advocate for clients in securing credit and cross-selling products and services
• Evaluate and document business, management, industry, financial, and structural risks in credit approval documents
• Organize and lead complex sales initiatives and customized proposal generation
• Build and maintain relationships with partners
• Support banking center success through sales campaigns, banking center activities, and community organizations
• Structure and complete secured and unsecured business loans, comply with policy, and present deals to the Risk team
• Participate in branch meetings, weekly joint calls or prospecting sessions, coaching sessions, and required coaching documentation
• Follow S.A.F.E. Act procedures and notify Human Resources of changes in current status

Business Banker

• Provide personalized banking support across multiple branch locations within an assigned geographic area
• Cover banker and teller absences and temporarily fill open positions as needed
• Adapt to new branch environments, teams, and customer needs while maintaining service quality and bank standards
• Build customer relationships through proactive conversations and outreach
• Lead discovery-driven conversations to understand customer needs and connect them with banking products, services, and solutions
• Identify opportunities, promote solutions, and make referrals to meet customer and business goals
• Support account openings, service requests, and credit applications
• Perform cash handling and teller line activities while maintaining compliance and operational standards
• Use digital tools and technologies to enhance customer experience
• Deliver accurate, compliant service within defined risk controls
• Collaborate with branch teammates and coordinate handoffs to licensed bankers or specialists
• Flex between cash handling and customer banking activities to support branch operations

Personal Banker

• Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, ATM, and other self-service resources
• Accurately and efficiently process cash transactions for clients
• Conduct deep conversations to understand clients’ financial and life priorities
• Connect clients with solutions that meet their financial goals
• Execute the bank’s risk culture and strive for operational excellence
• Build client relationships to meet financial needs
• Follow established processes, guidelines, laws, and regulations
• Partner with small business, lending, and investment experts to grow business knowledge and networks
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities