ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Will serve as the primary point of intake for all requests from assigned team, playing a key front-office role in interfacing with clients and has autonomy to resolve a wide range of internal and external issues. 
2. The teammate will oversee and direct workload management, and coordinate various requests through multiple back-office channels, in consultation with assigned team. Additionally, will provide guidance to wealth support specialists in region and serve as onboarding partner/mentor.
3. Proactively provides banking, lending and Trust product support for an average client book containing 250 clients+
4. Enters and maintains appropriate client records; monitors client transactions and client data for accuracy and time...