Private Client Banker - Glenmont

Deliver andRefer appropriate financial solutions to clients with up to $2M in investable assets; build and deepen client relationships through plan-based financial advice; identify financial wellness opportunities during client conversations and refer investment and insurance products to appropriate specialists; open personal and business accounts and collaborate with branch teammates and partners to drive client acquisition; maintain knowledge of private client products and services, stay compliant with procedures, and support branch operations; engage in prospecting, networking, and relationship-building to meet sales goals and provide tailored financial planning and guidance across investments, retirement, and tax considerations.