Format Portfolio Innovation & Optimization: Architect and drive a multi-format physical network strategy that modernizes traditional footprints. Focus on shifting the portfolio toward next-generation, flexible formats (e.g., Meet@HLB, Non-Cash Service Hubs/SAH) to maximize community engagement, optimize unit economics, and improve overall network agility.
Provide superior customer service to walk-in customers and contribute to expected levels of CSAT (Customer Satisfaction) scores and Mystery Shopping Results;
Provide superior customer service to walk-in customers and contribute to expected levels of CSAT (Customer Satisfaction) scores and Mystery Shopping Results;
Security Framework Alignment: Define and maintain the Bank’s technical security standards, aligning them with industry frameworks (e.g., NIST, PCI-DSS, ISO/IEC 27001, SOC 2, CIS Benchmarks).
Partner with senior leaders to architect and drive a multi-format physical network strategy that modernizes traditional footprints. Focus on shifting the portfolio toward next-generation, flexible formats (e.g., Meet@HLB, Non-Cash Service Hubs/SAH) to maximize community engagement, optimize unit economics, and improve overall network agility.
Collaborate cross teams with stakeholders be it RMs, ICs, Credit, Ops to drive wealth lending product awareness and activity across the Bank’s sales distribution network.
Overall responsible for credit risk management and evaluation of C&C loans within portfolio with minimal accounts turning NPL/High Risk / Watchlist after review.
Drive product awareness through various channels (panel of external brokers/personal bankers/relationship managers) to build new-to-bank (NTB) sales pipeline and drive the utilization for Share Margin Financing (SMF) business.
Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
Drive Partner Acquisition: Proactively recruit, engage, and maintain relationships with strategic referral partners (Nationwide HLA agents) to drive mortgage and auto loan submissions.