Typically, 3+ years of relevant experience
Proven experience in a financial services organization demonstrating knowledge of banking products, associated services, pricing strategies, and profitability management
SIE Exam
Series 6, 63, 65
State Life and Health insurance licenses required;
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
Financial Needs Discovery
Product & Solution Design
Investment, Insurance & Advisory Products
Deposit & Cash Management
Lending & Credit
Prospecting & Acquisition
Sales Strategy & Execution
Advisory & Communication
Client Onboarding, Experience & Retention
Portfolio & Relationship Management
Risk & Compliance
Learning Agility
Collaboration
Originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act)
Federal registration with the Nationwide Mortgage Licensing System and Registry
A criminal background review and credit history evaluation will be required
Restrictions on performing in a real estate agent capacity
Originator of consumer loans as defined by Regulation Z, Regulation G, and the S.A.F.E. Act
In-depth knowledge of personal trust and investment management
