Job Description
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Manage Client Relationships with High Net Worth business owners
a. Serve as the primary point of contact, integration and responsibility for High Net Worth business owner clients. Sell, deliver and provide ongoing service for a broad range of fee income and retail banking products and services appropriate to these clients. WBA's should deliver a level of personalized, attentive service that clients deem outstanding.
b. Develop and deliver video (primary) and in person presentations to small and large groups alike, in order to demonstrate and train on the value of a Wealth Business Advisors relationship with both internal and external partners.
c. Establish and periodically update understanding of client financial nee...