About this role
Application Deadline:
07/30/2026
Address: 2840 Place Davis
Job Family Group:
Retail Banking Sales & Service
Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals to business partners.
• Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow