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.
January 13, 2023
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.
February 15, 2023
Participate in offsite events and travel occasionally subject to business needs in order to build rapport and strengthen customer relationship.
February 25, 2023
Requires mastery level knowledge of job area typically obtained through advanced education combined with experience.
March 08, 2023
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.
March 12, 2023
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.
April 01, 2023
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.
April 02, 2023