The candidate for this position will create full-service banking relationships for affluent banking customers, create client profiles, identify client retention issues and develop strong product knowledge. The candidate will prepare customer correspondence and financial/wealth planning materials. Strong business development and calling skills are a must.
Requirements for this position include a high school diploma (or equivalent), Bachelors degree preferred, strong verbal, written and customer service skills required. Excellent MS Office skills required. Three years private banking/retail banking experience or comparable financial services experience preferred. Ability to work flexible and/or late hours required. EO/AA Employer: Title VII/Protected Veterans/Disability Status.
EMPLOYEE BENEFITS We offer our employees a comprehensive group of employee benefits. These include: