Senior Wealth Banking Specialist

• Manage and service a moderately complex affluent and high net worth client relationship portfolio in lending, credit, and deposit products and services
• Proactively identify service improvement opportunities for affluent and high net worth client relationships, including taking part in training and calibration exercises across the division
• Review and analyze client financial goals and changing needs, making recommendations to best fit the needs of the client
• Develop and exercise expertise in the changing market conditions and cascade across the division the best practices
• Proactively coordinate with the broader banking and internal teams (Financial Advisors, etc.) to ensure clients are in the correct banking product based on their financial activity
• Collaborate and consult with peers, colleagues, and managers to resolve moderately complex issues and achieve goals, while building and maintaining a strong knowledge of internal policies and procedures and escalating best practices identified that can be cascaded across the division
• Maintain effective risk management through routine education, sound risk and operational decision making, and adherence to policies or procedures to independently resolve moderately complex issues
• Ensure client experience goals are met by taking part in the creation of and delivery of product and banking process training that aligns with business objectives and operational experience goals

4+ years of affluent banking, commercial banking, consumer banking, mortgage banking, or private banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• BS in Business or equivalent
• Experience in Wealth Management, Retail or Private Banking
• Experience working with affluent client relationship portfolios, in lending, credit, cash and deposit products and services
• Ability to develop and manage clients, business and referral relationships
• Experience reviewing and analyzing client financial goals and presenting recommendations
• Knowledge of how to interpret business formation documents
• Intermediate Microsoft Office (Teams, Outlook, Word, Excel, and PowerPoint) skills
• Solid technical skills to learn and navigate multiple computer systems, applications, and utilize search tools to find information (SVP, CRM, Client link, TMT or DIPR)
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
• Excellent verbal, written, and interpersonal communication skills
• Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
• Collaborate effectively with relationship team members, client’s advisors and other colleagues
• Ability to work effectively within a team and build strong working relationships across business channels and at all levels of management
• Ability to take initiative with work independently with minimal supervision: Self-motivated: ability to proactively execute strategies to deepen and broaden relationships
• Knowledge and understanding of opening new consumer & business deposit accounts, account maintenance, processing, Know Your Customer (KYC) and Technical Exceptions (TE)
• Ability to provide strong customer service while balancing the needs of clients, shareholders, and team members

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement