Serves as the trusted advisor and
team coordinator to simplify complexity for Private Bank clients by
challenging and collaborating with them to articulate and achieve
their wealth goals. Creates teams of highly credentialed
specialists to provide wealth planning, investments, private
banking, risk management, and trust services. Ensures delivery and
execution of Private Bank experience and client service
ESSENTIAL DUTIES AND
Develops and prospects internal and external centers of influence
to build and cultivate pipeline of new client opportunities.
Effectively utilizes Life360 Discovery process to profile clients
and issues spot client needs that result in AUM, Brokerage, Loans,
Deposits, Insurance, Estate Planning, and Wealth Planning.
Acts as the Core Team Member for One Bank to identify opportunities
with new and existing bank customers. Continually monitors and
evaluates client needs to identify opportunities to expand and
deepen household relationship.
Demonstrates proficiency in the utilization of consultative and
advice driven sales; manages execution of client service standards
to develop and retain lasting client relationships.
Develops and strategically executes personal business plan to
achieve defined revenue and business objectives.
Institutes habits that ensure coordination of team in the
consistent delivery of Private Bank experience standards.
Utilizes the Life360 process when working with team members to
deliver advice based solutions.
Collaborates with a customized team of specialists to deliver
high-quality client service.
Ensures service standards and metrics are met based on needs,
segmentation, asset allocation, and risk management.
Identifies and refers opportunities providing for the utilization
of advanced planning solutions.
Coordinates and collaborates with client third party advisors
(e.g., attorney, accountant) to ensure synergy of advisors''
recommendations, consistent to client goals.