**Description**

**Key Responsibilities:**

**Client Relationship Management:**

+ Develop and maintain relationships with banks, credit unions, and other depository institutions.
+ Serve as a trusted point of contact for institutional clients regarding balance sheet and liquidity needs.
+ Conduct regular outreach to identify opportunities related to investments, funding, and loan strategies.
+ Assist senior sales professionals with client retention and business development initiatives.

**Investment & Portfolio Solutions:**

+ Present fixed income investment opportunities tailored to clients’ risk profiles, liquidity positions, and earnings goals.
+ Support the sale and servicing of products such as:

+ U.S. Treasuries
+ Agency securities
+ Mortgage-backed securities
+ Municipal bonds
+ CDs and short-term investments

+ Monitor market conditions and communicate relevant trends, rates, and portfolio strateg...