in Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling...
and business customers. Primary Responsibilities: Play key role in Relationship Management (customer assessments, profiling... potential ways to add value to clients banking relationship and transition to needs to based discussion on financial goals...
to clients to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. Lead..., and then appropriately transition the clients to a Banker Assist clients in achieving their financial goals and objectives through the use...