-Maintain existing client accounts and identify opportunities to contact clients. -Responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our team.-Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).-Working collaboratively with various departments to provide smooth and timely solutions.-Effectively manage incoming communications from clients, Advisors and other internal and external partners.-Assist the Advisor team in welcoming and onboarding new clients.-Leverage planning to coordinate and prepare meetings for Advisors with their clients/prospects.-Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant.-Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.-Follow up on client trades to ensure proper settlement and delivery-Support the Advisor team and client through the Wealth Management process and maintain an audit of Wealth Management Activities and priorities.

-Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities-Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business-Respond to client-initiated contact, assisting them with a full range of financial transactionsActively listen and engage clients in conversation to further understand their individual needs-Proactively take ownership of resolving and preventing client banking problems-Cultivate and maintain relationships with partners to make the most of business opportunities and referrals

-Identifying changing customer needs through a constant review of the highest selling products and frequent communication with store managers.-Developing all assigned accounts relative to sales volume, market share, product distribution, space allocation and customer service objectives.-Selling and executing national and local promotions, incremental sales, displays, racks and selling sufficient product inventory for customer volume demands.

Finance intern working alongside other analysts to consolidate budgets and to assist in the implementation of a new enterprise system within the company