2 financial solutions advisor jobs found

Responsible for growth of the private banking portfolio and servicing of private banking clients.   Actively collaborates with internal business partners (wealth, commercial, business banking, retail) to identify and nurture new private banking relationships.   Maintains a portfolio of the bank’s top clients and oversees the servicing and nurturing of the relationship with assigned client team.   Meets deposit, wealth, lending and fee revenue goals for assigned portfolio and new business goals.   Responsibilites: Meets assigned goals for portfolio growth, referrals and new business including new deposits, clients, wealth AUM, and revenue (wealth and lending). Collaborates with internal business partners to identify new private banking opportunities and referrals.   Specifically nurtures relationships with wealth and commercial for new business.   Works with assigned team to ensure the needs of the clients are met leveraging the bank’s full capabilities to provide...

  Hiring Range: $108,896 -  $178,901  The posted salary range reflects Eastern’s expected hiring range. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information. This position develops new deposit and treasury management relationships for small and midsize businesses, nonprofit organizations, business professionals and high-net-worth individuals within the Bank’s assessment area. The focus of this role is to achieve prescribed goals in deposit and revenue growth and as well as referring wealth management opportunities.   The position will also support the bank’s CRA efforts and target verticals. Responsibilities: Participates in new business development activities with prospective and existing clients to increase market share and achieve growth targets in deposits,...