Senior Wealth Management Banking Coordinator (SAFE)
: Job Details :

Support more experienced level Private Bankers with account administration, sales activities, risk management, and relationship management, supporting multiple people and balancing multiple priorities. Assist in providing service to Private Banking client relationships. Interact with clients to help identify client retention issues as well as potential new business opportunities across product lines. Develop solid product knowledge and basic client relationship management skills to meet the financial needs of customers and may have accountability over basic accounts. Prepare preliminary client correspondence and customized professional client presentation materials to support sales and marketing efforts. Research and resolve operational issues related to complex accounts. Work with centers, offices, and stores to execute daily transactions for bankers in sales and credit support. Interpret policies, procedures, and compliance requirements. Potentially provide work direction and trainin...Management, Banking, Wealth, Coordinator, Senior, Client Relations