Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team and monitoring and reporting on client satisfaction. Attends...
Maintains an understanding of the Chief Investment Office (CIO) philosophy, proprietary planning, and investment management tools. Monitors, analyzes, and reviews the current market environment and research portfolio recommendations. Monitors and...
Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of the business; This includes coaching bankers to engage customers to understand...
Accountable for the operational soundness of the branch and team, specifically the maintenance of security procedures, ensuring audit controls are followed and the support and adherence to compliance and regulatory...
Manages priorities through planning and execution to drive all aspects of branch performance. Drives revenue and customer loyalty through consultative interactions with clients, and solutions that help them achieve financial...
Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team and monitoring and reporting on client satisfaction. Attends...