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 [...]
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[...]
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[...]