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We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written!
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The Director, Preferred Banking will build, develop and lead a team that is focused on providing clients with an exceptional client experience by presenting financial solutions to meet client needs. By focusing on the client, doing the right thing and striving to make a difference, the team will build long-lasting advisory relationships with clients. The Client Segment Director is accountable for driving new client acquisition, retention and growth of client relationships, as well growing revenue.
In addition, the Director, Preferred Banking is responsible for building strong internal partnerships to meet client needs and contribute to the growth of the Market in which they serve. The Director, Preferred Banking will create a team-oriented environment and will foster associate satisfaction through coaching, career development and support.
Essential Functions/Responsibilities
The Client Segment Director will consistently maximize opportunities and develop high performing teams by managing and driving key behaviors focused on an advisory sales approach centered around:
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