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Job Profile Summary
Acts as the central relationship lead for a select group of clients that have minimum investable assets of $1 million dollars. Manages the client's complete banking relationship across the company. Functions as the client's personal advocate to internal partners, adding value through the ability to identify client needs, analyze customer information, define goals and build plans and make client recommendations. Serves as the main point of contact for personal banking and credit advice, as well as providing effective wealth management financial solutions. Owns delivering an integrated suite of solutions designed to address financial needs of existing relationships, as well as being actively involved in new client acquisitions and new business development. Acquires new clients by following the sales process and by actively soliciting referrals and developing other internal and external sources. Success will be measured by one's ability to meet revenue goals and deliver ongoing client satisfaction and retention targets.
Essential Functions/Responsibilities
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