Description

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This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise.

Responsibilities:

Recommends financial advice and guidance that align with client financial goals and needs

Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank

Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional ...