Location: On site at location listed in job posting Summary
Provides full-service banking to high-net-worth individuals. Manages the basic to moderately complex accounts.
Essential Duties and Responsibilities
- Develops new relationships through calling on targeted potential clients; uncovers prospect needs for products and services and recommends solutions; develops sales plans and strategies; finalizes and helps structure and close deals with high close rate; answers questions.
- Cross-sells retail and trust services such as credit cards, personal trusts, and investment, financial, and estate planning services.
- Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services.
- Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value.
- Builds and maintains a portfolio mix of targeted high value and high potential clients.
- Performs all other duties as assigned
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:
- Bachelor (4-year college) degree and 6-8 years of experience or equivalent combination of education and experience
