Responsibilities
Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs
Responds to customer inquiries and concerns, creating customized solutions
Introduces and fulfills banking products (examples: checking & savings accounts, credit cards, CDs, IRAs, loans)
Identifies client needs for licensed sales functions and refer to partners (Merrill, Lending, & Small Business)
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