Managing multiple priorities, be proactive, client‑focused, detail‑oriented and contribute to an exceptional client experience.
Make proactive calls to book appointments on behalf of a Financial Planner.
Maximize opportunities to identify and spot client needs, make referrals, expand profitable relationships, and track progress against the team’s annual sales plan.
Increase sales enablement for the Financial Planner by preparing for client meetings (Getting Ready) and supporting fulfillment of credit, investments and everyday banking solutions.
Provide consistent sales support for client requests, act as a point of contact for client problems, and ensure accuracy of documentation with follow‑up as required.
Exercise due diligence in following all policies and procedures and identifying/correcting operational risk areas.
Commit to continuous learning to increase skills, knowledge, and abili...