VP, Banking Consultant (Northeast) - RJ Bank
Job Description Summary Under minimal direction, provides knowledge and consultation to Financial Advisors (FAs) and clients regarding all Private Client Banking (PCB) products which includes Cash Solutions, Mortgage, Securities Based Lending (including Margin) and Tailored Lending.
Responsible for PCB sales and growth objectives and service performance.
Builds relationships and position themselves as key members of an FA’s and branch management’s team.
Works in partnership with Internal Bankin…