Performs or assists in banking activities, including underwriting and/or relationship management and/or product suite activities.
Identifies and appropriately mitigates different types of risk, such as regulatory, reputational, operational and credit. Manages risk and may help ensure quality for new and/or existing clients. May assist in the preparation of offerings and/or scorecards.
Analyzes information and applies critical thinking skills to design and/or execute client solutions.Identifies and/or considers key factors in the decision-making process, such as internal policies/procedures, external regulatory requirements and clients' needs.
Interacts with internal/external clients to gather or clarify information and/or expand existing client relationships to develop skills needed to independently generate revenue and deepen share of wallet. Articulates recommendations to customers in response to client servicing and produc...
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