Job Description

Description

  • Performs or assists in banking activities, including relationship management and/or product suite activities. Works under supervision and may have limited approval and/or exception authority.
  • Identifies and appropriately mitigates different types of risk, such as regulatory, reputational, and operational. Manages risk and may help ensure quality for new and/or existing clients. May assist in the preparation of offerings and/or scorecards.
  • Analyzes information and applies critical thinking skills to design and/or execute client solutions. This may include taking a transaction from request to booking and/or moving a selling conversation from proposal to closed business, inclusive of driving fee income through internal and/or external relationship management. Identifies and/or considers key factors in the decision-making process, such as internal policies/procedures, external regulatory requirements and clients' needs.
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