Preparation and review of financial schedules and presentations for meetings with client base, including Statement of Net Worth, Investment Asset Allocation, Stock Award, and other performance related schedules. Involvement in quarterly income tax projection work, annual tax return review and liaison with clients' tax preparers. Ownership and responsibility for client com

Responsible for providing exceptional service to all existing and potential clients. Will manage the full client experience efficiently by identifying cross sell opportunities, making referrals to partnering business lines, executing service requests and transactions. Assume management responsibilities within approved limits in the absence of the Retail Private Banker and

Responsible for providing exceptional service to all existing and potential clients. Will manage the full client experience efficiently by identifying cross sell opportunities, making referrals to partnering business lines, executing service requests and transactions. Assume management responsibilities within approved limits in the absence of the Retail Private Banker and

Assists the Retail Private Banker in the day to day operation of the Branch and manages the insides sales process. In the Retail Private Banker's absence, runs the branch, manages sales and ensures staff is current with compliance of internal and external policy and regulations. Leads staff with regard to providing exceptional service to clients. Responsibilities 1. List

Assists the Retail Private Banker in the day to day operation of the Branch and manages the insides sales process. In the Retail Private Banker's absence, runs the branch, manages sales and ensures staff is current with compliance of internal and external policy and regulations. Leads staff with regard to providing exceptional service to clients. Responsibilities 1. List