Location
Portland
Posted
June 24, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
Job Description
Financial Consultant
Portland, ME (http://maps.google.com/maps?q=53+Baxter+Boulevard+Portland+ME+USA+04101)
Description
POSITION SUMMARY:This position is responsible for proactively developing new Investment Management and Trust business and serving new and existing Investment and Trust client needs through the administration and management of investment and trust programs; ensuring the fiduciary standard is followed; cross-selling bank products/services; and supporting bank products and services.
KEY RESPONSIBILITIES:
Business development/cross-selling Bank services:Maintain and build relationships with potential clients through bank referrals and community contacts within the Bank's market area. Proactively solicit new business through direct calls, business and professional gatherings, and other networking functions. Stay up to date on the Bank’s retail product and services, and ensure prospects and ...
Portland, ME (http://maps.google.com/maps?q=53+Baxter+Boulevard+Portland+ME+USA+04101)
Description
POSITION SUMMARY:This position is responsible for proactively developing new Investment Management and Trust business and serving new and existing Investment and Trust client needs through the administration and management of investment and trust programs; ensuring the fiduciary standard is followed; cross-selling bank products/services; and supporting bank products and services.
KEY RESPONSIBILITIES:
Business development/cross-selling Bank services:Maintain and build relationships with potential clients through bank referrals and community contacts within the Bank's market area. Proactively solicit new business through direct calls, business and professional gatherings, and other networking functions. Stay up to date on the Bank’s retail product and services, and ensure prospects and ...