Work close with clients to understand their business objectives and develop success plans to meet those objectives.
Distributing relevant client context and managing expectations accordingly.
Confidentially build relationships with clients: Gain in-depth knowledge of clients’ financial life priorities and connect them to our solutions that meet their goals. Provide clients with a personalized rewarding experience by executing a variety of defined client engagement strategies through relationship calling, in-person conversations and referrals to specialists. Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
Ongoing professional development to deepen your skills and optimize your expertise as the industry evolves and changes.
Connecting with experts including small business consultants, mortgage lenders and investment advisors.
Collaborate effectively to get things done, building and nurturing strong relationships.
Displays passion, commitment, and drive to deliver an experience that improves our client’s financial lives.
Must be enthusiastic and highly motivated with a strong work ethic and intense focus on results while acting in the best interest of the client.
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
Sales Experience is a Plus.
Believes in responsible growth and dedication.
To qualify for the position, please include your Resume.