Location:  On site at location listed in job posting 

Summary

The incumbent will assist the market with all aspects of managing the portfolio.

Key Responsibilities Include

• Assists Commercial Relationship Manager's in providing financial services to qualified Commercial Clients as well as relationship management duties.
• Works under close supervision with focus on developing sales skills and knowledge.
• Will manage smaller client accounts as primary point of contact.
• Acts as a primary point of contact for sales and service to some existing clients, supporting commercial relationship manager Services in growing markets, with a particular emphasis on serving consumer clients early in their wealth cycle.
• Answers client inquiries about bank products, services, bank accounts and policies; opens new accounts; promotes cross-selling.
• Assists Relationship Manager with processing consumer loans towards closing, and lines up meeting opportunities with Wealth partners.
• Assists Relationship Manager in maintaining a portfolio mix of targeted high value and high potential clients.
• Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value.
• Position includes helping Relationship Manager organize client files, calendar, and email to develop closer client relationships.
• Coordinates with internal partners to position Bank products and services.
• Uncovers prospect needs for products and services and recommends solutions; will have opportunities to help develop sales plans and strategies in future; also will have opportunity in future to help finalize, structure, and close deals with input from supervising relationship manager.
• In addition will assist relationship manager with client/prospect entertainment opportunities which may occur during evening and/or weekend hours.