Demonstrates strong investment, wealth management, treasury services, credit and deposit knowledge to successfully support a team of advisors with all product discussions and offerings.
July 30, 2022
Performs all responsibilities in accordance with bank policies and complies with all security procedures, compliance regulations and safety procedures.
December 21, 2022
Develop account strategy and operating model, support annual account planning.
December 31, 2022
Provide client feedback to internal stakeholders and executive leadership.
February 27, 2023
Manage confidential information program for your account, support compliance initiatives as needed, support procurement relationship and contracting as needed.
March 02, 2023
Support account talent strategy, manage team communications and events, manage onboarding and offboarding and team collaboration tools.
March 09, 2023
Monitor all appropriate office signage for compliance.
April 22, 2023