Responsibilities include, but are not limited to: Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace. Manages the retention and expansion of existing client relationships through a contact strategy and ongoing review the clients banking needs. Build, promote and maintain adequate pipeline of opportunities to meet all Private Banking targets, including, but not limited on and off-balance sheet, advisory, brokerage and life insurance. Actively develop new relationships externally through referrals from clients, centers of influence and internal partners. Manage relationships by leading the client team in planning, delivery, and regular review with clients. Deliver a high degree of personal contact and open communication among clients and internal team that creates a superior client experience. Proactively communicate with clients about current conditions in the financial markets and necessary adjustments to their investment strategies. Ensures compliance with internal control procedures, department policies and regulatory requirements. Demonstrate ability to be a value added, complimentary member of the team and support team selling initiatives, partnership activities, and cross business line referral objectives. Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends. Actively participate in community and business functions/groups to promote the image of Valley as an integral member of the community and establish referral contacts within the community.