Premier Banker - Lake Country-[phone removed] Job - (Menomonee Falls, WI)

Premier Banker - Lake Country-160001X Build and manage a select portfolio of customers in the targeted household size in investable personal ets segment. Act as the primary point of contact for the customer, teaming closely with a Financial Advisor to uncover their individual and family financial needs and providing solutions directly, or indirectly through referrals to business partners. Strong internal team building and outside calling efforts is required. The Premier Banker effectively interacts and collaborates with the Financial Advisor, Regional Market Leader and others igned to the client / relationship team to ensure the comprehensive delivery of the Premier Banking Services capabilities. Non-licensed Premier Banker is not accountable for investment sales. The incumbent also participates as an active member of the community. a) Knowledge: · Bachelor?s Degree or equivalent professional designation · 2-five years professional financial services experience · Basic credit knowledge.