Sit on Investment Committee and coordinate with team on internal & external research process.
Meet regularly with current clients and potential customers regarding investment & financial solutions.
Support and help facilitate Audit and Compliance infrastructure.
Assist in general client service needs & requests for clients.
Be conversant with applicable core record keeping systems.
Manage and facilitate implemented financial software and planning platforms.
Coordinate various client transactions and general client service needs (when necessary).
Assist with planning and preparation of seminars, training, and presentation materials.
Follow-up on client documentation and transition validation (as needed).
Provide referrals to other areas of the bank.
Generate new business through branch educational meetings and referral networks.
Generate new business based on individual and department goals.
Any other duties or projects assigned by supervisor.
Recognize and demonstrate the Bank’s Core Values:
We value and respect the contribution of each member of the team.
We work together to support our mutual goals.
We foster an inclusive, non-hierarchical environment.
We gain a sense of fulfillment through our contribution to the whole.
We manage client and company resources responsibly.
We are passionate about our craft.
Each day our effort is focused on doing better than the day before.
Be curious.
Expect the highest quality work from ourselves.
Enable our creativity with continuous self-improvement.
We go out of our way to do the right thing.
Going the distance to do right by our customers and colleagues.
Protect the confidentiality and privacy of our customers – no matter what.
Embody the gold standard of professional ethics.
Avoid even the appearance of impropriety.
We are candid and kind.
Our integrity, built on the trust of our community and among our peers, depends on our ability to communicate with respect, honesty, and candor.
Have the courage to be honest.
Trust and empower individuals.
Hold each other accountable to uphold our values.
Maintain knowledge of services in area of responsibility.
Maintain basic knowledge of related state and federal banking compliance regulations.
Demonstrate understanding and adherence to Bank Security procedures.
Work within procedural limits of position.
Any other tasks or projects assigned by supervisor.
