We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written!
If you are interested and qualified for this role, we invite you to apply.
Attract, retain and grow Mass Affluent client relationships while driving client engagement and loyalty. Act as the primary relationship lead for a group of Mass Affluent clients. Manages the client's complete banking relationship across the company. Functions as the client's personal advocate to internal parts and adds value through the ability to identify client needs, analyze customer information, define goals and build plans in order to make client recommendations. Build trust through timely and relevant multi-channel communication strategy. Effectively collaborate with LOB partners in an effort to help clients meet their unique financial goals.
Essential Functions/Responsibilities:
Subscribe to job alerts and upload your resume!
*By registering with our site, you agree to our
Terms and Privacy Policy.