Job Description
**Description**
**Key Responsibilities:**
**Client Relationship Management:**
+ Develop and maintain relationships with banks, credit unions, and other depository institutions.
+ Serve as a trusted point of contact for institutional clients regarding balance sheet and liquidity needs.
+ Conduct regular outreach to identify opportunities related to investments, funding, and loan strategies.
+ Assist senior sales professionals with client retention and business development initiatives.
**Investment & Portfolio Solutions:**
+ Present fixed income investment opportunities tailored to clients’ risk profiles, liquidity positions, and earnings goals.
+ Support the sale and servicing of products such as:
+ U.S. Treasuries
+ Agency securities
+ Mortgage-backed securities
+ Municipal bonds
+ CDs and short-term investments
+ Monitor market conditions and communicate relevant trends, rates, and portfolio strateg...
**Key Responsibilities:**
**Client Relationship Management:**
+ Develop and maintain relationships with banks, credit unions, and other depository institutions.
+ Serve as a trusted point of contact for institutional clients regarding balance sheet and liquidity needs.
+ Conduct regular outreach to identify opportunities related to investments, funding, and loan strategies.
+ Assist senior sales professionals with client retention and business development initiatives.
**Investment & Portfolio Solutions:**
+ Present fixed income investment opportunities tailored to clients’ risk profiles, liquidity positions, and earnings goals.
+ Support the sale and servicing of products such as:
+ U.S. Treasuries
+ Agency securities
+ Mortgage-backed securities
+ Municipal bonds
+ CDs and short-term investments
+ Monitor market conditions and communicate relevant trends, rates, and portfolio strateg...
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