Account Manager

• Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth
• Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
• Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures
• Oversees the client service experience and reviews the approval of new client accounts
• Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals
• Manages the branch's Wealth Management Client Associates and Service Support Staff
• Ensures client service expectations are met and exceeded while balancing the risk and exposure for Merrill

Client Relationship Manager

Client Relationship Manager