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Premier Banker 1 or 2 Unlicensed Nature Coast Area - Spring Hill, FL - (Hernando, FL)

Position description : Job overview Provides an industry-leading client service background through the development and management of a defined portfolio of mass affluent clients. This client portfolio primarily consists of: Mass affluent segment (defined as clients with total investable assets between $250M - $1MM) Business segment (defined as clients with total revenue between $250M - $1MM) Focuses on above mentioned client segments by providing financial advice and solutions that meet clients' needs and goals, penetrating all product and service lines. Uses proactive sales activities to: Grow client wallet share in deposits, credit, and investments Develop new and expand existing mass affluent and business client relationships Partner with Branch team members and line of business partners in assigned branches to identify clients and opportunities that are best served and expanded by the Premier banker Other service and sales activities include: Using the consultative client conversation to identify and


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Posted in Hernando, FL, Accounting & Finance
From Adzuna - 1 month ago