Back to Search Results
Get alerts for jobs like this Get jobs like this tweeted to you
Company: Valley Bank
Location: New York, NY
Career Level: Mid-Senior Level
Industries: Banking, Insurance, Financial Services

Description

Responsibilities include but are not limited to:

  • Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace.
  • Manage client relationships by maintaining regular contact and periodically reviewing their financial needs.
  • Build, promote and maintain adequate pipeline of opportunities across all elements of the US Wealth product set, including, but not limited to, bank products, advisory opportunities, brokerage and planning/ life insurance.
  • Actively develop new relationships externally through referrals from clients, centers of influence and internal partners.
  • Manage relationships by leading the client team in planning, delivery, and regular review with clients.
  • Deliver a high degree of personal contact and open communication among clients and internal team that creates a superior client experience.
  • Proactively communicate with clients about current conditions in the financial markets and necessary adjustments to their investment strategies.
  • Ensure compliance with internal control procedures, department policies and regulatory requirements.
  • Demonstrate ability to be a value added, complimentary member of the team and support team selling initiatives, partnership activities, and cross business line referral objectives.
  • Actively participate in community and business functions/groups to promote the image of Valley as an integral member of the community and establish referral contacts within the community.


 Apply on company website