Private Client Advisor
LOB’s of the Consumer Bank, where appropriate. Be an active member and participant of the Branch team. Engage in person...
LOB’s of the Consumer Bank, where appropriate. Be an active member and participant of the Branch team. Engage in person...
to LOB's operators, ops, product, and tech teams à helping bridge business strategy with financial execution The finance...
levels. Manages hiring, training, promotion, transfer, compensation action, and termination, as required, consistent with LOB...
to LOB's operators, ops, product, and tech teams à helping bridge business strategy with financial execution The finance...
quarterly LOB Executive reviews and annual planning cycles with comprehensive dashboards and executive summaries. Automation...
of Business (LOB). Attends and participates in all scheduled training programs and meetings as required by Casella or Manager...
undertaken. Responsible for management of full project governance on behalf of the LOB. Create and implement operational...
referrals back to the LOB’s of the Consumer Bank, where appropriate. Be an active member and participant of the Branch team...
CSBB teams, cross-LOB teams, and enterprise-wide functions, to establish and expand trusted relationships...
engagement and shape future channel strategy Inform a Strategy for Channel Expansion: Collaborate with LOB analysts to execute...