Required Qualifications:** + 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education + 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience + 1+ year of building and maintaining effective relationships with customers and partners **Desired Qualifications:** + Proven ability to source, acquire, and deepen relationships through proactive outreach and building strong internal partnerships to support the customer experience + Knowledge of book of business management practices, documentation of planning conversations, and consistent follow-through to drive retention and balanced growth across deposits, lending, and investments + Experience assessing needs and recommending products and services for consumer and business customers + Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency + Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust with others + 1+ year of financial services experience in one or a combination of the following: consumer, home lending, business banking, or investments + Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration + State Insurance license(s) **Job Expectations:** + Ability to work a schedule that will include most Saturdays + This role requires FINRA **Series 6,** **Series 63** (or FINRA recognized equivalents), and **State Insurance license(s)** which must be active or completed within a designated timeframe. **In this role you will:** + Proactively 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 that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments + Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes + Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency.