Job description
As a member of the Wealth Management and Advisory Services (WMAS) Division, serves as a proactive, client-focused trusted financial partner to clients through a seamless delivery of investment, trust, and fiduciary services. Participates in business development efforts by identifying referrals and prospects and calling on relationship clients/prospects to achieve sales goals.
Provides high quality customer service while assuring bank and division profitability and fiduciary standards are met. Regular, reliable attendance is required. Acts as lead advisor to clients in the coordination and administration of complex fiduciary assignments.