Financial Advisor Assistant

Job description

Job Summary Partners with Bankers to proactively grow and maintain all aspects of the client relationship ensuring alignment with the Bank's deposit gathering strategy. Provides a concierge experience and develops strong relationships with day-to-day contacts. Collaborates with internal partners to bring value to the client relationship. Ensures accurate execution of processes and serves as the knowledge center and central point of contact for Know Your Customer (KYC) and other regulatory requirements. Drives data integrity of customer information source systems for accurate management and reporting of the overall client relationship. Manages deposit portfolio, provides account management and problem resolution to assigned high profile/high volume clients. Ensures client retention and proactive account management leading to customer satisfaction, retention and additional revenue. Identifies and cross-sells products and services appropriately aligned to clients long-term financial needs. Provides assistance and guidence to less experienced team members. Job Duties and Responsibilities: The information on this description has been designed to indicate the general nature and level of...