Employment Type:  Regular

Full/Part Time:  Full-time

Division:  Division Investment Advisors

Job Description:  GENERAL FUNCTION: Serves as coordinator and trusted advisor for client relationships with more than $1MM in investable assets to ensure the Private Bank experience is delivered. Assembles and collaborates with a customized team of specialists to consistently deliver high-quality customer service and advice-based solutions that simplify financial complexity and achieve the client's goals. Ensures service standards including execution and delivery are achieved. This position is paid via a commissioned basis. DUTIES AND RESPONSIBILITIES: SEE ACTUAL JOB DESCRIPTION FOR ALL DUTIES AND RESPONSIBILITIES Sales * Prospects for clients in a New Business Development capacity by sourcing and building own pipeline of clients / opportunities. * Targets and profiles clients who drive sales results in AUM, Brokerage, Private Bank, Insurance, Wealth Planning, Equity Risk Management. * Effectively profiles client and identifies needs for LOB referrals and cross selling. * Demonstrates highly developed sales client contact and relationship management skills. * Obtains new clients through detailed, targeted business plans. * Earns referrals from clients and Centers of Influence (COI) including the Commercial Division and 3rd party advisors (e.g. Attorney, accountant). Client Experience * Coordinates client relationship to ensure the Private Bank experience is delivered. * Delivers advice-based solutions based on the value ladder and the FTBP story following our Life 360 processes in a consistent manner. * Identifies, assembles and collaborates with a customized team of specialists to deliver high-quality client service. * Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management. * Delivers advanced planning techniques through knowledge of complex investment products and services. * Coordinates and collaborates with client third party advisors (e.g., attorney, accountant). * Partners and leverages internal and external service providers to optimize effectiveness and efficiency. * Resolves problems as primary contact for client issues. * Provides client with current trends and commands a thorough knowledge of investment products, trading strategies and market dynamics. * Develops and executes an annual account plan appropriate for the service standards, including conducting quarterly/annual reviews and leveraging the appropriate specialists to ensure client needs are being met. * Challenges and collaborates with the client to articulate and achieve their goals. * Manages overall profitability of client relationship. * Ensures process information recorded timely in CRM regarding status and activities. * Drives continuous improvement by looking for ways to deepen relationship with client through all areas of Private Bank and other appropriate Bancorp channels. * Coordinates as primary point of contact for COI within Bank. * Demonstrates a superior ability to gather information, assesses alternatives, and makes sound recommendations while mitigating risk. * Leads the 90-day client on-boarding process. * Works in collaboration with team members to ensure alignment and exchange information and resources necessary to meet shared objectives. * Champions the Bancorp Vision and Core Values through personal actions and leadership influence to promote high-performing work groups. SUPERVISORY RESPONSIBILITIES: None

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KNOWLEDGE & SKILLS REQUIRED: * BS/BA Business Administration, Finance, Economics is preferred. * Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses (exception: 7 and 63 in Michigan and Ohio) are required. * Completion AWMA certification within 18 months is required. * CFP is preferred and CFA is encouraged. * Brings a minimum of 8 years of successful sales/client service experience in financial services industry. * Expands knowledge with current trends in Wealth Management and works with specialists to keep up-to-date on products and services. * Demonstrates strong interpersonal negotiation, verbal and written communication, and presentation skills. * Uses effective problem solving and analytical skills. * Represents Private Bank within local community organizations. * Provides a professional presence within professional and community organizations. * Computer / Technical: Ability to use all Microsoft Office software including: Word, Excel, Power Point and Ac.

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