Investment Management • Establish and maintain client relationships • Evaluate and respond to client needs • Work with clients and team to develop an investment objective and strategy • Apply fiduciary knowledge and judgment to fiduciary relationships • Understand and comply with internal policies, processes, and procedures to effect prudent risk management and judgment • Be knowledgeable of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial planning, asset management and prudent investment principles • Consultative Selling • Qualify potential customers, build rapport, and establish trust with client • Apply product and market knowledge by effectively presenting solutions to meet customer objectives • Manage and document sales process • Provide advice on a broad range of financial planning areas, including but not limited to, retirement planning, educational funding, estate planning, and tax strategies. Business Development • Develop new business and cross-selling opportunities of all bank products and services with both new and existing clients to expand fee income • Develop and maintain referral networks with outside professionals • Invest in new business and cross-selling opportunities of all bank products and services with both new and existing clients to expand fee income.