Helping individuals and business owners find creative solutions and strategies for their financial needs that will provide peace of mind.

Work within a team environment as a high net worth client's contact and resource for a full range of banking, trust, brokerage and investment products/services.

Manage ongoing banking relationships with high net worth individuals, business owners, and nonprofit organizations.

Effectively market products and services to new and existing customers in order to develop quality banking relationships within the retail environment.

Perform family office duties for company principalsManage office, banking and other activities as necessaryOrganize and maintain financial records and prepare year-end reports for Tax accountants and money managers.

Assist Relationship Manager with managing and developing a portfolio of high net worth clientsPersonal BankerEffectively market and cross sell products and services to new and existing customers

Management Training Program - A one-year program designed to give an overview of banking management. Business Banking Assistant - A commercial lending training position which consisted of: accompanying commercial lending officers on client calls, preparing call reports for internal bank files, and assisting the commercial lenders with loan documentation preparation and collateral review.Personal Banker- Comprehensive product knowledge and the ability to assess customer needs in order to develop quality banking relationships.