Provide full service banking to affluent clients by analyzing the deposit credit investment and trust needs of these clients. Will independently review clients financial needs and provide recommendations around appropriate products and services. Partner with internal professional experts to deliver seamless financial service solutions for affluent clients. Assist with affluent client account inquiries and service requests while providing superior customer service. Provide resolution to client problems and trouble shoot technical issues. Proactively cross-sell bank products via inbound calls as well as outbound follow up calls. Must meet established sales and service standard goals. Other duties as assigned. Bachelor s Degree and...read moreApply NowCompany
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