Typically, 3+ years of relevant experience; post-secondary degree in related field of study preferred, not required.
Proven experience in a financial services organization demonstrating knowledge of banking products, associated services, pricing strategies, and profitability management.
SIE Exam and,
State Life and Health insurance and,
Series 6, 63 and 65 OR Series 7 and 66.
If licenses are not currently held, they are required within 120 days of the role start date.
Advanced understanding of deposit, loan (including mortgage) and banking products and practices, cash flow analysis, lending process and directives, credit risk policies and standards, supporting processes, applicable legal and regulatory requirements, and Bank policies.
In-depth understanding of brokerage and insurance products.
In-depth knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning.
In-depth understanding of personal trust and investment management.
In-depth knowledge of client portfolio management.
Technical proficiency gained through education and/or business experience.
Environment: Comfort commuting to/from and working in a 100% on-site setting (listed in this posting), with periodic travel and outside of normal hours work in support of facility assessments, system implementations, audits, and related business activities.
