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...
- 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.