Manages relationships with Commercial Banking, Corporate Banking, or Community Banking commercial customers. Grows revenue as directed by senior management by successfully prospecting for new business and retaining and expanding existing customer relationships.
Maintains global view of ITL roadmap. Participates in forecasting and long-term planning, implements long-term plans, uses non-traditional/creative approaches to problem-solving, recommends new or revised standards, policies, etc. in areas of responsibilities. Ensures all assigned projects follow the appropriate project and portfolio management processes.
Responsible for managing a team responsible for delivering estate and fiduciary advise as part of a comprehensive wealth management team. Develops, manages, retains and grows Personal Trust account relationships.
Responsible for the development and expansion of low and high level relationships for existing high net worth clients leading to the growth of assets and revenues under their administration through successful account retention and sales to both existing and new customers.
In this role, the selected candidate engages new business by searching market for new contacts; researching active networks; diversifying opportunities; and becoming familiar with the clients business.
Manage HSA Bank strategic third party vendor relationships by acting as liaison between business unit and supplier. Ensure vendor compliance and risk mitigation through appropriate governance processes.