Build collaborative internal and external relationships to provide the best in client advice and service, develop the business to ensure a seamless experience for the client who has multiple products and services.
February 28, 2020
Lead, inspire and motivate junior colleagues to ensure a seamless relationship management service is delivered all customers and proactively share knowledge, experiences and best practices with junior RMs.
March 29, 2020
Develop, maintain relationships, and provide a consultative approach with plan sponsors, advisors, and Human Resources and Finance contacts of assigned new and existing client organizations to become their provider for information and resources related to their retirement plans.
April 02, 2020
Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends though bank approved sources.
April 22, 2020
Manages and monitors respective loan portfolio and status of all exceptions and past dues on business and consumer loans in accordance with loan policy working in conjunction with reports from the centralized underwriting units.
April 24, 2020
Demonstrated ability to articulate a package of products and services in support of client's investment needs and to effectively present the organizational structure, policies and procedures of the Bank in support of delivering relevant services.
April 30, 2020
Monitor loan repayment activities and financial condition of borrowing clients and take necessary action to collect past due accounts and ongoing repayment ability of all other accounts.
May 12, 2020