What are the responsibilities and job description for the Community Banker position at RG&T Solutions?
Summary
Role Overview
Provides comprehensive banking services to high-net-worth individuals, managing accounts of varying complexity.
Key Responsibilities
Role Overview
Provides comprehensive banking services to high-net-worth individuals, managing accounts of varying complexity.
Key Responsibilities
- Develops new client relationships through targeted outreach, assesses client needs, recommends solutions, and closes deals with a high success rate.
- Cross-sells retail and trust services including credit cards, personal trusts, and investment and estate planning products.
- Acts as a financial advisor by educating clients on financial strategies such as planning, investments, and insurance, aligning products with client needs.
- Monitors client portfolios, financial plans, and market trends to identify additional opportunities for value-added services.
- Builds and maintains a portfolio of high-value and high-potential clients.
- Performs additional duties as assigned.
- Bachelor’s degree and 6-8 years of experience or equivalent education and experience.