-Serve as a trusted consultant to clients, offering guidance on complex financial matters and life events.-Contribute to the growth of the branch's assets under management through effective business development efforts.-Develop tailored financial plans for clients by conducting thorough assessments of their financial situations.-Leverage strong communication skills to build rapport with diverse clientele and foster long-term loyalty.-Collaborate with internal partners to deliver integrated wealth management strategies for clients.-Maintain compliance with regulatory requirements through diligent monitoring of transactions and documentation.-Provide exceptional customer service, promptly addressing inquiries and resolving issues in a timely manner.

Engaging clients, ensuring financial transactions are completed accurately and efficiently while complying with policies, procedures, regulatory and banking requirements. Collaborating with others to assist customers with their financial needs. Providing information about different products to best tailor solutions for customers. Cash ordering, currency shipment processing and managing cash balances in numerous entities to ensure branch is equipped to satisfy customer needs.