If you want an opportunity to represent an organization with a 172 year history of successfully providing advice based financial solutions, this would be a great fit for you!
Position Competencies
Successful incumbents are action oriented, have strong banking acumen and peer relationships, negotiate, have innovative management, are customer focused, and drive for results.
Position Responsibilities:
- Achieve annual new business fee goals by formulating and coordinating a custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals to identify prospects for services.
- Design and implement the sales process by carefully matching specialists to clients; coaching selected specialists throughout the process; and keeping the sales process, specialists and advisors on target and on schedule.
- Attract new customers and retain existing customers by developing marketing materials, plan presentations and strategies. Follow-up on all sales leads and calls.
- Build a strong network by participating in community affairs, activities and organizations to maintain visibility and enhance the business development function.
- Be viewed as an advisor by serving as a resource speaker for related activities.
- Determine client needs by meeting with them to review needs and obtain background data on corporate or personal finances, family relationships, investment objectives and financial planning; listen, profile, gather information to assess client needs, biases and objectives.
- Assess opportunities and determine alternatives and solutions to meet client needs.
- Obtain client commitment and collect assets.
- Effectively transition the client relationship to the relationship manager by staying involved with the client until the relationship is fully cemented.
- Demonstrate expertise by managing or working with the client's outside advisors; and setting the stage for follow-up sales opportunities.
- Oversee the preparation of new account documentation by ensuring documentation flow and timelines are efficient and thorough.
- Effectively manage issue by navigating internal territory concerns by finding the best solution for the client; orchestrating the appropriate providers; and addressing service issues where appropriated.
Top Skills
What We Do
Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, strategically aligned by the Business Bank, the Retail Bank, and Wealth Management. The Business Bank provides companies of all sizes with an array of credit and non-credit financial products and services. The Retail Bank delivers personalized financial products and services to consumers. Wealth Management serves the needs of high net worth clients and institutions.
Comerica’s approximately 8,000 colleagues focus on relationships, and helping people and businesses be successful. Comerica operates in seven of the 10 largest U.S. cities, with more than 430 banking centers in its primary markets of Texas, Arizona, California, Florida and Michigan. Select businesses operate in several other states, as well as in Canada and Mexico. Comerica is among the 25 largest U.S. banking companies.
Visit Comerica's Facebook page at facebook.com/Comerica or on Twitter at @ComericaBank for more information on how Comerica is making a positive difference in the communities it serves.
To learn more about Comerica’s products, services and career opportunities, visit Comerica.com.
