Knoxville, TN30+ days ago
Collaborates with internal business partners to provide a broad range of wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage credit, and general banking services • Serves as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities • Acquires the largest and most complex new client relationships and expands services to existing clients to meet revenue growth, profitability and retention goals consistently • Manages the most sophisticated client relationships • Acts as an expert client advisor, providing guidance and solutions for the development and on-going maintenance of the most complex client needs using technical expertise • Performs perpetual discovery, assessing a clients financial situation to retain and grow the client relationship, conducts and manages all pre-call and post-call meetings for every call • Manages multiple tasks and helps the team reach deadlines including proper Know Your Customer (KYC) guidelines, call reporting, book of business management and maintenance, and manages all elements of risk and compliance needs for the book of business, and utilizing all the tools and resources available to continuously enhance their skill set and improve their performance • Acts as a resource to associates with less experience • May supervise other associates. • Anticipates client needs and is proactively provides solutions • Consistently a top performer • Excellent verbal and written communication skills • Expert relationship management, business development and presentation skills • Expert sales, negotiation, problem solving, and interpersonal skills • Possess effective and proven sales experience • Strong initiative to be proactive and follow through on client requests.