Refer and get residential mortgage opportunities for clients to Mortgage Lending Specialists.
Ensure exceptional client experience.
Build primary bank relationships with Mass Affluent and High Net Worth Clients.
Confer financial needs with clients.
Resolve complex service issues in Branch Manager’s absence or direction.
Exhibit Bank’s Vision, Mission and Values through action and words.
Translate goals to executable actions.
Use sales process to optimize sales opportunities and deliver sales results.
Manage, grow and get affluent accounts’ portfolio.
Increase relationships through referrals and offer them to bank specialists.
Handle capital markets’ knowledge and financial instruments.
Review assigned accounts.
Ensure awareness of regulations and compliance issues.
Review accounts and assets as per procedures and requirements.
Work to meet business needs.