Job Abstract

Responsibilities include, but are not limited to: Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace. Manages the retention and expansion of existing client relationships through a contact strategy and ongoing review the clients banking needs. Build, promote and maintain adequate pipeline of opportunities to meet all Private Banking targets, including, but not limited on and off-balance sheet, advisory, broker... more details
  • Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace.
  • Manages the retention and expansion of existing client relationships through a contact strategy and ongoing review the clients banking needs.
  • Build, promote and maintain adequate pipeline of opportunities to meet all Private Banking targets, including, but not limited on and off-balance sheet, advisory, brokerage and life insurance.
  • Actively develop new relationships externally through referrals from clients, centers of influence and internal partners.
  • Manage relationships by leading the client team in planning, delivery, and regular review with clients.
  • Deliver a high degree of personal contact and open communication among clients and internal team that creates a superior client experience.
  • Proactively communicate with clients about current conditions in the financial markets and necessary adjustments to their investment strategies.
  • Ensures compliance with internal control procedures, department policies and regulatory requirements.
  • Demonstrate ability to be a value added, complimentary member of the team and support team selling initiatives, partnership activities, and cross business line referral objectives.
  • Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends.
  • Actively participate in community and business functions/groups to promote the image of Valley as an integral member of the community and establish referral contacts within the community.
Required Skills:
  • Strong financial product and technical competence in understanding, development and delivery of holistic investment solutions.
  • A self-motivated, high driven and entrepreneurial personality.
  • Well versed in various investment and financial planning tops.
  • Proven ability to network with prospective client and centers of influence.
Required Experience:
  • Bachelor's degree from an accredited college or university and a minimum 3 years' experience in financial advisory services with demonstrated ability to develop and manage exiting relationships and new business opportunities.
  • Currently holds FINRA Series 7 and 66 or equivalent.
  • Currently holds State Insurance licenses for Life, Health and Variable products.
Search Terms: Officer, Banking, Private, Financial Planning, Client Relations
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