Key responsibilities include: • Serving as the primary point of contact, trusted advisor, and acquiring deepening and maintaining profitable relationships • Collaborating with teammates and facilitating client relationships with Product Specialists • Having knowledge of the banks products and services in order to identify cross-selling opportunities and increase overall client satisfaction.
Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management, and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects.