Employment Type:  Regular

Full/Part Time:  Full-time

Division:  Division Investment Advisors

Job Description:  GENERAL FUNCTION: Serves as coordinator and trusted advisor for client relationships with more than $1MM in investable assets to ensure the Private Bank experience is delivered. Assembles and collaborates with a customized team of specialists to consistently deliver high-quality customer service and advice-based solutions that simplify financial complexity and achieve the client's goals. Ensures service standards including execution and delivery are achieved. This position is paid via a commissioned basis.DUTIES AND RESPONSIBILITIES:SEE ACTUAL JOB DESCRIPTION FOR ALL DUTIES AND RESPONSIBILITIESSales* Prospects for clients in a New Business Development capacity by sourcing and building own pipeline of clients / opportunities.* Targets and profiles clients who drive sales results in AUM, Brokerage, Private Bank, Insurance, Wealth Planning, Equity Risk Management.* Effectively profiles client and identifies needs for LOB referrals and cross selling.* Demonstrates highly developed sales client contact and relationship management skills.* Obtains new clients through detailed, targeted business plans.* Earns referrals from clients and Centers of Influence (COI) including the Commercial Division and 3rd party advisors (e.g. Attorney, accountant).Client Experience* Coordinates client relationship to ensure the Private Bank experience is delivered.* Delivers advice-based solutions based on the value ladder and the FTBP story following our Life 360 processes in a consistent manner. * Identifies, assembles and collaborates with a customized team of specialists to deliver high-quality client service. * Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management.* Delivers advanced planning techniques through knowledge of complex investment products and services.* Coordinates and collaborates with client third party advisors (e.g., attorney, accountant).* Partners and leverages internal and external service providers to optimize effectiveness and efficiency.* Resolves problems as primary contact for client issues.* Provides client with current trends and commands a thorough knowledge of investment products, trading strategies and market dynamics. * Develops and executes an annual account plan appropriate for the service standards, including conducting quarterly/annual reviews and leveraging the appropriate specialists to ensure client needs are being met.* Challenges and collaborates with the client to articulate and achieve their goals.* Manages overall profitability of client relationship.* Ensures process information recorded timely in CRM regarding status and activities.* Drives continuous improvement by looking for ways to deepen relationship with client through all areas of Private Bank and other appropriate Bancorp channels. * Coordinates as primary point of contact for COI within Bank.* Demonstrates a superior ability to gather information, assesses alternatives, and makes sound recommendations while mitigating risk.* Leads the 90-day client on-boarding process.* Works in collaboration with team members to ensure alignment and exchange information and resources necessary to meet shared objectives.* Champions the Bancorp Vision and Core Values through personal actions and leadership influence to promote high-performing work groups.KNOWLEDGE & SKILLS REQUIRED: BS/BA Business Administration, Finance, Economics is preferred. Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses  CFP is preferred and CFA is encouraged. Brings a minimum of 8 years of successful sales/client service experience in financial services industry. Expands knowledge with current trends in Wealth Management and works with specialists to keep up-to-date on products and services. Demonstrates strong interpersonal negotiation, verbal and written communication, and presentation skills. Uses effective problem solving and analytical skills. Represents Private Bank within local community organizations. Provides a professional presence within professional and community organizations. Computer / Technical: Ability to use all Microsoft Office software including

---

KNOWLEDGE & SKILLS REQUIRED: BS/BA Business Administration, Finance, Economics is preferred. Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses CFP is preferred and CFA is encouraged. Brings a minimum of 8 years of successful sales/client service experience in financial services industry. Expands knowledge with current trends in Wealth Management and works with specialists to keep up-to-date on products and services. Demonstrates strong interpersonal negotiation, verbal and written communication, and presentation skills. Uses effective problem solving and analytical skills. Represents Private Bank within local community organizations. Provides a professional presence within professional and community organizations. Computer / Technical: Ability to use all Microsoft Office software including

Report It