Premier Client Specialist
Core
Primary client contact providing holistic banking and investment solutions, focusing on new client acquisition, growing assets under management (AUM), and increasing investment penetration.
Role type
Senior IC Premier Client Specialist (Retail Banking Sales & Service)
Builds
Banking and investment solutions (simplified advisory accounts, annuities, mutual funds, 529s, life insurance) for mass affluent clients.
Domain
Retail Banking / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Financial needs discovery, Product & Solution Design, Sales Strategy & Execution, Client Onboarding, Portfolio & Relationship Management, Risk & Compliance, Prospecting & Acquisition, Credit Risk Analysis, Regulatory Compliance (Regulation Z, S.A.F.E. Act)
Preferred skills
Investment, Insurance & Advisory Products, Deposit & Cash Management, Lending & Credit, Advisory & Communication, Learning Agility, Collaboration
Technologies
Digital platforms, Nationwide Mortgage Licensing System and Registry
Responsibilities
Uncover financial needs and provide holistic banking and investment solutions; Acquire new assets from existing client portfolio and new client acquisition; Develop and execute business plans and sales strategies; Mentor and coach branch personnel; Review credit applications and ensure sound credit granting principles; Escalate complex client situations and complaints.
Seniority
Senior, hands-on IC