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Position summary JOB SUMMARY: The Sales & Service Representative provides professional, courteous and prompt service to all customers, has a thorough knowledge of Bank products and services, recommends appropriate financial products and services to customers, and refers customers to investment and loan representatives regarding additional services provided by the Bank. May perform all phases of...
Job overview JOB SUMMARY: The Senior Portfolio Manager job requires a broad and deep understanding of sophisticated wealth management practices and investment strategies. The Senior Portfolio Manager actively participates in the retention of existing clients, including assisting in the preparation and presentation of client proposals and reconciling account assets. The perfect candidate will ha...