Banking Account Manager
We are looking for a hands on Banking Account Advisor.
This Account Advisor will sell banking and financial solutions to high net worth individuals.
This is a salary plus high bonus opportunity.
- Provides leadership and mentoring to members of team.
- Demonstrates, while meeting with clients both inside and outside the office, advanced knowledge in identifying and selling solutions to high-net-worth clients.
- Builds relationships with internal and external customers through effective utilization of appropriate tools or technologies.
- Manages/monitors book of business to ensure client satisfaction, client retention and expansion of sales revenue.
- Applies knowledge of banking products and services to meet customer needs and enable them to achieve their financial goals. Identifies prospecting approaches to identify potential customers and create opportunities to sell financial solutions and ideas to customers.
- Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.