The Vice President & Senior Portfolio Manager will oversee the activities of the investment group and will lead the investment process from research to trading, with the goal of superior risk adjusted investment performance.
The VP-Private Wealth Management will work individually within their own network, as well as cross-sell and work jointly with other internal business development officers to identify and call on individuals and centers of influence in the community that meet our target market.
Using strong networking and relationship building skills, as well as knowledge of the market, source new business opportunities, ensure that these opportunities are pursued appropriately, and work with other team members to ensure that the client relationship is maximized.
Using strong credit and relationship management skills, maintain a high quality portfolio through regular and appropriate review of information, contact with clients, and collaboration with other team members .
The treasury management sales officer is responsible for growing in-market deposits by prospecting, marketing, selling, cross-selling, and implementing first business's commercial depository services and cash management products to business clients and prospects.