Job Description
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In this role, you will:
Champions a client-focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.Manage Client Value and Primary (CVP) portfolio program reporting and facilitate creation of dashboards, insights, and narratives for partners, management team, and executives; Build and deliver reporting on key KPIs for our product partners, including core metrics (unit sales by product, channel) as well as supplementary KPIs based on the business line or initiative being measured.
Enhance our product-level reporting and work with partners to better align product-level insights with channel and product views of the data.
Develop presentations and supporting narratives for partners, management team, and executives intended to support strategic decision-making. Forecast and plan New Accounts Acquired with finance, business line partners, and retail client growth part...
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