What are the responsibilities and job description for the Community Banker position at Vetted Solutions?
Summary
Role Overview
Provides comprehensive banking services to high-net-worth individuals, managing accounts from basic to moderately complex.
Key Responsibilities
Requires a bachelor’s degree and 6-8 years of experience or an equivalent combination of education and experience. Must be capable of performing all essential duties satisfactorily.
Role Overview
Provides comprehensive banking services to high-net-worth individuals, managing accounts from basic to moderately complex.
Key Responsibilities
- Develops new client relationships through targeted outreach, uncovers needs, recommends solutions, and closes deals with high success.
- Cross-sells retail and trust services including credit cards, trusts, and financial planning products.
- Acts as a financial advisor by educating clients on strategies such as investments, insurance, and estate planning, aligning products with client needs.
- Monitors client portfolios, market trends, and financial plans to identify new opportunities and enhance customer value.
- Builds and maintains a portfolio of high-value and high-potential clients.
- Performs additional duties as assigned.
Requires a bachelor’s degree and 6-8 years of experience or an equivalent combination of education and experience. Must be capable of performing all essential duties satisfactorily.