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Branch-based Wealth Advisor who builds and manages personalized wealth management practices, develops new business, partners with internal specialists, and services high-net-worth clients through financial planning, investment, insurance, and estate strategies.

Build and manage a branch-based wealth management practice by conducting client discovery, creating tailored financial plans, driving new business development, expanding relationships via partners and referrals, and coordinating with internal specialists for investment, insurance, estate, and financial planning services.

Develop and manage a branch-based wealth management practice by conducting client discoveries, creating tailored financial plans, driving new business development and referrals, conducting proactive outreach, and coordinating with internal specialists for investment, insurance, estate, and financial planning services.

Build and manage a branch-based wealth management practice by conducting client discovery, creating tailored financial plans, driving new business development and referrals, collaborating with internal specialists on investments, insurance and estate planning, and servicing high-net-worth clients in a team-oriented bank environment.

Develop and manage a branch-based wealth management practice: build and deepen client relationships, prospect and grow business through partner referrals, deliver tailored financial planning and investment, insurance, and estate solutions, and collaborate with internal specialists to meet client goals.

The Virtual Wealth Advisor identifies and sells investment and insurance products to clients, providing personalized financial strategies and maintaining compliance with regulatory requirements.

Answer customer fraud inquiries by phone, investigate incidents using multiple bank systems, apply critical thinking and empathy, document case outcomes, process claims, and follow established procedures to resolve or escalate fraud issues.

Handle inbound customer fraud inquiries by phone, use critical thinking and active listening to investigate incidents across multiple bank systems, document resolutions, process claims, and maintain records. Provide empathetic, accurate service in a fast-paced contact center and follow established procedures and systems.

Engage and onboard affluent and high-net-worth clients, grow deposits, investments, and lending balances through discovery and financial planning, deepen relationships via proactive outreach, collaborate with Wealth Advisors and internal partners, and use Salesforce CRM to track activity and measure client satisfaction and asset growth.

Lead deposit forecasting, pricing strategy, and performance analytics for the Private Bank. Own end-to-end models, deliver monthly outlooks and executive reporting, influence pricing and balance sheet decisions, and drive data/automation improvements while partnering with Finance, Treasury, and business leaders.