- Berkshire Bank (Ludlow, VT)
- Division: Retail Banking Department: Various Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 5 Pay Range: $18.00 - $29.50 Actual ... and managing relationships with such tools as the Relationship Planner and Salesforce. + Works with clients to refer...and Mortgage. + Is proficient in the digital banking space and can assist clients with adoption. + Client… more
- KeyBank (Brattleboro, VT)
- …while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong ... S63 and 65 Upon Hire (required) + Certified Financial Planner (CFP) (preferred) + Resident State Insurance Licenses (Life,...clients and partners within the bank- based investment market space . + Demonstrated ability to sell products and services… more