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Build and maintain a client portfolio by providing investment solutions and financial planning, prospecting and leveraging leads, conducting portfolio reviews, mentoring junior staff, and ensuring compliance with corporate and industry protocols.

Provide investment solutions and financial planning to bank customers, build and maintain client relationships and pipeline, prospect and use leads, conduct portfolio reviews, mentor junior staff, and comply with corporate and industry regulations.

Establish and manage a portfolio of bank customers by providing investment solutions and financial planning, prospecting and building client relationships, conducting performance reviews, mentoring junior staff, and ensuring compliance with corporate and industry regulations.

Provide administrative and client-servicing support to Commercial Relationship Managers. Manage credit application workflows, loan maturities, post-closing tasks, reporting (360, pipeline, past due), data integrity in OneView and RGA, onboarding for Treasury Management, and assist with marketing and prospect files. Serve as client point of contact and liaison between credit, underwriting, and fulfillment teams.

Establish and manage a portfolio of bank customers by providing investment solutions, financial planning, prospecting, and relationship management. Conduct performance reviews, mentor junior staff, and ensure compliance with corporate and industry protocols while pursuing sales and client growth goals.

Builds and manages a portfolio of bank customers by providing investment solutions, financial planning, prospecting and relationship management. Conducts portfolio reviews, mentors junior staff, follows compliance, and meets sales and performance goals.

Build and manage a portfolio of bank customers by providing investment solutions and financial planning, prospecting and growing client relationships, conducting portfolio reviews, mentoring junior staff, and ensuring compliance with corporate and industry requirements.

Support Financial Advisors by building customer investment portfolios, scheduling and preparing meetings, updating customer records, responding to requests, covering branches without advisors, completing training, and pursuing relevant licenses and FINRA registrations. Role is commission-eligible and overtime-eligible.

Build and maintain client investment portfolios by providing financial planning, investment products, and advisory services. Prospect and grow client relationships, conduct performance reviews, mentor junior staff, and ensure compliance with corporate and industry regulations. Eligible for commission and incentive pay.

Establish and manage client investment portfolios by assessing financial goals, providing investment and planning solutions, prospecting and building client relationships, conducting portfolio reviews, mentoring junior staff, and ensuring compliance with corporate and industry regulations.