Executive Banking Portfolio Manager
Vacancy expired!
JOB REQUIREMENTS: Executive Banking Portfolio Manager Job Locations
US-WI-Monona # of Openings 1 Category Retail Services/Sales Overview
The primary purpose of this position is to support the Executive Banking
Sales team by assisting with the daily administration of accounts,
serving as a point of contact for customers, preparing materials and
reports to ensure accurate and efficient delivery to clients with high
customer satisfaction Responsibilities Responds to client inquiries in a
courteous, tactful and confidential manner Provides professional
telephone support as needed to Executive banking customers and
prospects. Assists with other business development efforts as needed or
requested Support Executive Bankers with preparation of client
materials, collection of documents from clients and other requests as
needed to service our Executive Banking portfolio. Support Executive
Bankers via collection and preparation of investment and/or research
materials as needed for clients. Open new accounts for clients within
the Executive banking area as directed by Executive Bankers. Working
with Executive Banking's third-party vendors Completing periodic
pipeline and activity reports Working in SMART to keep customer records
up to date Adhere to all Bank Security/Compliance Regulations Completes
all annual bank security and compliance training Adheres to Bank
Security/compliance and policy guidelines for the Executive
Banking/Retail area Maintains confidentiality of customer information at
all times Stays current on all compliance regulations Other
Responsibilities Participate in internal/external training as
appropriate. Participate in community involvement/bank activities as
appropriate. Perform all other duties as assigned. Qualifications
Bachelor's degree in Finance, Accounting, Business and/or similar field
of education and/or 3-5 years previ-ous work experience in a role
requiring a high degree of accuracy Well-developed interpersonal and
communication skills (verbal & written) in order to communicate and
re-late effectively with customers and associates Good accounting/math
skills For full info follow application link. The State Bank of
Cross Plains values a diverse workforce and is an Affirmative
Action/Equal Opportunity Employer. Minorities, Females, Veterans and
Individuals with Disabilities encouraged to apply. Consistent with State
Bank of Cross Plains' commitment to employ and advance qualified
individuals with disabilities, State Bank of Cross Plains provides
reasonable accommodation to apply for or perform a job. Some examples of
reasonable accommodation include alternate methods to apply, provide
documents in an alternate format, altering work procedures, specialized
equipment or use of an interpreter. If an individual needs reasonable
accommodations to apply or perform a job here at State Bank of Cross
Plains, please contact Human Resources at (608) 849-2700 or email us.
APPLICATION INSTRUCTIONS: Apply Online:
ipc.us/t/15075EAF4A0844D6
Vacancy expired!