• Maintaining high standards for security and account opening activities • Currently manage a private client portfolio of 25MM • Discuss investment strategies with clients through a joint approach with the Private Client Advisor to help clients effectively accomplish their financial goals • Help affluent clients with complex financial needs such as investment strategies, business lending, home lending, remote help with wire transactions, concierge service • Small Business Specialist- Help clients with business needs such as Merchant Services, Business Lending, Cash Management Resources, Open business accounts and online access

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