Job Description
Responsibilities include, but are not limited to:
Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace. Manages the retention and expansion of existing client relationships through a contact strategy and ongoing review the clients banking needs. Build, promote and maintain adequate pipeline of opportunities to meet all Private Banking targets, including, but not limited on and off-balance sheet, advisory, brokerage and life insurance. Actively develop new relationships externally through referrals from clients, centers of influence and internal partners. Manage relationships by leading the client team in planning, delivery, and regular review with clients. Deliver a high degree of personal contact and open communication among clients and internal team that creates a superior client experience.