Overview In this role you will grow, deepen, and manage affluent client relationships as the primary contact for banking solutions. You will work across Wealth, Home Lending, and Business Banking to deliver integrated, multi product guidance while managing risk and compliance. You help customers achieve their goals through strategic conversations, proactive outreach, and coordinated partner support. This position offers growth potential within a respected brand and a cross functional banking environment that emphasizes customer value and responsible risk management. A strong hook is the opportunity to shape holistic financial strategies for sophisticated clients in a large national network.
Compensation / Benefits- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance
- Parental leave
Responsibilities- Acquire new affluent clients and deepen existing relationships through strategic outreach and pre planned appointments
- Lead discovery conversations to understand goals and deliver tailored banking, credit, and investment strategies
- Serve as primary financial partner delivering ongoing reviews across life stages and evolving needs
- Coordinate with Wealth, Home Lending, and Business Banking teams to deliver integrated solutions
- Promote digital adoption and self service options to improve satisfaction and efficiency
- Advise branch colleagues on relationship development and handling complex client needs
- Maintain risk controls through accurate documentation, escalation, and compliance with policies
Key requirements- 4+ years of customer service experience
- 3+ years of experience building and maintaining relationships with customers and partners
- 3+ years of experience recommending products and services
- FINRA Series 6 and 63 exams (or equivalents) sufficient for immediate registration
- State Insurance license(s)
- Ability to work most Saturdays
- Safe license pending transition to SAFE role
- clear and confident communication
- empathy in listening and building trust
- strong collaboration and teamwork
- financial planning discussions
- multi product solution selling
- risk-aware advisory practices
