Financial Planning and Analysis

• Works with clients to plan their short and long-term financial goals
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
• Provides coaching and feedback to referral partners

Financial Solutions Advisor

Financial Reporting Accountant