Job Description
Overview:
Responsible for sales strategy including development, implementation, and execution for assigned Global Capital Markets (GCM) product line and meeting individually assigned sales goals.
Primary Responsibilities:
Complete needs analysis for current and potential Global Capital Markets clients and communicate viable solutions based on those needs.
Prospect for new clients and influencers to develop new business opportunities for GCM while promoting all trust services. Ensure continuing development of relationships with clients, influencers and prospects through calling activity.
Complete and maintain calling activity logs via contact management system to provide a record of activity.
Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to ma...
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