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 judgement 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 Requirements 2+ years of affluent banking, commercial banking, consumer banking, mortgage banking, or private banking experience 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 Core Competencies Demonstrates expertise in managing affluent client relationships, providing tailored financial recommendations, and ensuring compliance with banking policies. Proficient in risk management and delivering exceptional customer service while collaborating effectively across teams. Highest-signal resume keywords Affluent Banking Experience Wealth Management Knowledge Client Relationship Management Risk Management Skills Microsoft Office Proficiency ATS Optimization Keywords Hard Skills Lending Products Credit Products Deposit Products Financial Analysis KYC Compliance Account Maintenance Technical Exceptions Processing Business Formation Document Interpretation Problem Solving Conflict Resolution Soft Skills Customer Service Interpersonal Communication Team Collaboration Initiative Self-Motivation Industry Keywords Commercial Banking Consumer Banking Mortgage Banking Private Banking Affluent Client Portfolio Tools & Technologies Salesforce CRM Systems SVP Client Link TMT DIPR #J-18808-Ljbffr Jobtailor