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Jobing Description
PRIMARY FUNCTION: Build and manage a select portfolio of clients matching the middle market/affluent client profile. Act as an advisor for these clients by uncovering their individual and family financial needs and providing solutions directly, or indirectly through referrals to business partners. Strong internal team building and outside calling efforts is required. BASIC QUALIFICATIONS: Bachelors degree 3-4 years professional banking experience Skills / Requirements
Must have strong credit underwriting experience.
4+ years in Financial Field Strong Sales and Business Development skills Possess the ability to conduct Sales Presentations to Centers of Influence including Attorneys and CPAs. Must be able to build and grow portfolio of clients Important Notes
M&I offers generous incentives based on performance.
In return for your contribution, we offer a generous benefits package to include: 401k with immediate employee participation Tuition reimbursement Medical, dental, and flexible spending plan Stock purchase plan Employee referral program Pension & profit sharing plan Company paid life insurance Paid vacation and holidays M&I Bank is an EQUAL OPPORTUNITY EMPLOYER. Date Posted
10/26/2009
Job Status
Full Time
Job Reference #
927642
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What does potential mean to you? At M&I, we know what it means.Every day, our success depends on helping customers and employees realize their full potential...
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