| Job Description:
Line of Business: WEALTH DIVISION Job Category: Office / Administrative / Client Service Primary Purpose: A WM Associate II will be responsible for supporting and assisting in the coordinated delivery of a broad range of bank products and services (personal trust administration, deposit, credit, mortgage, investment, insurance, non-proprietary products, etc.) to a challenging and sensitive portfolio of affluent clients. The WM associate will be responsible for supporting a wealth management team and rendering an extraordinarily high level of service to wealth management clients. Essential Duties and Responsibilities: Following is a summary of the essential functions for this job. Other Duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. As a support person for assigned relationship managers (WMA's, PTS's, and FPS's), facilitate day to day transactional needs of the client base, including processing deposits, payments, transfers or other routine transactions. 2. Maintain positive working relationships with various departments and individuals who are designated to support wealth management client service efforts (i.e. credit underwriting needs, mortgage underwriting, investment management, trust and fiduciary services, insurance services, etc.). Be an effective advocate for wealth clients with other business units. 3. Enter and maintain appropriate client records including personal trust account administration activities, loan document preparation and assistance. Also monitor client transactions and client data for accuracy and timeliness. Maintain appropriate documentation of client transactions. 4. Respond to client requests for information and assistance within appropriate level of authority. 5. Support the sales effort by scheduling appointments, making follow up telephone calls, and preparing and maintaining client marketing materials. 6. Continually recognize that the WM Associate is often the high net worth client's window to the bank, and as such, continually render extraordinarily responsive and personal service to WM clients. Required Skills and Competencies: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Associates Degree or Bachelor's Degree, preferably with concentrations in business, accounting, finance or banking or equivalent education and related training 2. Minimum of 3-5 years banking, investment or financial planning related client service experience 3. Basic knowledge of financial planning and investment concepts and a working knowledge of personal trust administration systems, credit documentation and deposit products 4. Very good interpersonal and relationship management skills 5. Very good written and verbal skills 6. Thorough knowledge of Microsoft Office desktop applications This is a pipeline to gather qualified applicants for a future opening.
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