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Oversee the delivery of all fiduciary and family office services for high net worth clients, companies and foundations/endowments. Conduct relationship reviews with high net worth clients, recommend or refer appropriate financial planning solutions including asset protection, trust, insurance, and philanthropic needs. Participate in community development activities that materially contribute to business development efforts. Partner with area and regional leadership to maximize the effectiveness of corporate giving within the community.SpecialtiesHigh net worth ($250K or more in invest-able assets) financial planning, trust and estate advisory services, retirement planning, developing and maintaining company retirement plans, insurance planning, and business succession planning.

Acquire Business - Prospect in the assigned territory to bring in new business customers, and develop and work with Centers of Influence to expand the customer base within the RM Channel. Responsible for developing and servicing relationships with high-end small businesses and complex accounts resulting in P&L growth. Commercial client acquisition focuses upon deposit (DDA) gathering and loans exceeding $250,000. Expand and retain relationships - Profile new and existing commercial clients to ensure cross-sell of deposits, credit, and other bank products. Follow up on all business accounts to ensure the full opportunity has been captured. Typical portfolio consists of approximately 400 - 500 clients.Partner - Work with other bank partners to uncover sales opportunities among both current and potential business customers. Provide a high level of customer service to business clients and manage the banking relationshipRefer - Identify Consumer product opportunities among business owners and refer to other specialists to effectively capture. Identify larger business opportunities and refer more complex customers to the MM Channel.SpecialtiesBusiness Banking, Commercial Banking, Personal Banking.Strong relationship management and sales prospecting skills (influencing, advisory and acquisition). Strong organizational time management skills. Strong interpersonal communication skills. Strong problem solving skills. Customer focused with good interpersonal skills and communication skills. Ability to partner and influence. Strong ability to grasp concepts and processes.