Description : The Financial Specialist is responsible for providing a consistently positive and professional customer... customers to proper bank personnel Requires work on physical bank premises Builds a relationship with customers, acting...
, Advisory, and/or Retail Lending experience) or one years’ experience in a financial client relationship manager role. 3... Financial Planner (CFP), Chartered Financial Analyst. (CFA), Accredited Asset Management Specialist AAMS® , Certified Trust...