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 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.
Intermediate level of proficiency:
Financial Needs Discovery
Product & Solution Design
Investment, Insurance & Advisory Products
Advanced level of proficiency:
Deposit & Cash Management
Lending & Credit
Prospecting & Acquisition
Sales Strategy & Execution
Advisory & Communication
Client Onboarding, Experience & Retention
Portfolio & Relationship Management
Risk & Compliance
Learning Agility
Collaboration
U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the S.A.F.E. Act.
This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry.
A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.
