Acts as a key member of a collaborative and versatile branch and market team.Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide s[...]
We are looking for Field Sales & Marketing Representatives to join our team in this exciting new area of business. Working in a hybrid work environment and reporting into a Team Manager, Field Sales & Marketing, your primary responsibi[...]
Specific responsibilities include (but are not limited to) the following:Achieve sales targets for the area of responsibilityExperience managing High Value Customer Relationships in a luxury environmentAchieve customer service targets [...]
Our branded retail team is at the heart of our success. We represent the welcoming spirit of our company. Our retail teams are outgoing and approachable individuals who understand how our products and services fit into everyday life, and we're
CFP designation preferred or one of the following:Personal Financial Planner (PFP) designation,Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC),Financial Planning I & II [...]
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.Meets customer transaction-based needs with seamless exec[...]