Wealth Banking Specialist (SAFE)

• Manage and service a low to moderately complex affluent client relationship portfolio in lending, credit, and deposit products and services
• Review and analyze client financial goals and changing needs, making recommendations to best fit the needs of the client
• Maintain a working knowledge of changing market conditions delivered by the business division across various digital platforms
• 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
• Maintain effective risk management through routine education, sound risk and operational decision making, and adherence to policies or procedures exercising independent judgment to guide medium risk deliverables
• Ensure client experience goals are met by assisting in the development of less tenured staff by providing guidance on products and banking processes

2+ 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

• 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 manage clients, business and referral relationships
• Experience reviewing and analyzing client financial goals and presenting recommendations
• Knowledge of how to interpret business formation documents
• Knowledge and understanding of opening new consumer & business deposit accounts, account maintenance, processing, Know Your Customer (KYC), wires and Technical Exceptions (TE)
• Strong problem solving and conflict resolution skills
• Ability to provide strong customer service while balancing the needs of clients, shareholders, and team members
• 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, DIPR, Salesforce)
• 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 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