Prof, Private Client Services

Private Client Service Manager

As an employer, BCU models the dynamic assets of a top workplace, including confidence in company leadership, competitive compensation and benefits, employee development, workplace flexibility, and a passionate employee culture supporting a unified vision. At the Credit Union, you'll have a career in a growing organization and an environment that supports your professional and personal growth.

Our WHY is the reason we exist: To Empower People to Discover Financial Freedom. What do you celebrate as your purpose? At BCU we celebrate what makes you authentically YOU! #bYOU

This position has a base salary range of $54,400 to $81,600 USD Annual. This range represents the expected base salary range for this position. The actual salary may vary based upon several factors including, but not limited to, relevant skills/experience and time in the role.

Role and Responsibilities

1. Act as members single point of contact and advocate at BCU for Private Client Service (PCS) members.

2. Responsible for building, deepening, and maintaining new relationships with identified member groups and their families while ensuring existing relationships are sustained and nurtured.

3. Provide exceptional service and financial guidance to members and prospects through a service-based/consultative approach, ensuring each member receives the best products, services for their needs and to maximize the opportunity for the credit union, while considering risk.

4. Act as a liaison between members and BCU internal partners (Mortgage, Business, Wealth, etc.) to guide the member experience, reduce effort, and increase value.

5. Responsible for personal goals tied to department goals in deposit volume, mortgage, NPS and member growth and engagement, as well as supporting department management as needed.

6. Partner as needed with member's trusted advisors (attorney, accountant, wealth advisor, family manager), while maintaining compliance and risk controls.

7. Be a subject matter expert across all BCU products, services, procedures, and own service support processes that can be highly complex, urgent and sensitive while mitigating risk for the credit union.

8. Exercise sound judgment and leadership in ambiguous situations, executing complex tasks independently with minimal direction.

9. Share the value of BCU's digital capabilities with members and assist with setting up self-service options for members to access their accounts 24 hours a day/7 days a week.

10. Build and maintain relationships with internal teams across all levels of the organization and external partners, making appropriate introductions, as needed.

11. Maintain flexibility to support member emergencies and team coverage during off-hours when necessary; these instances are infrequent and considered exceptions rather than routine expectations.

12. Partner with manager and other internal teams to host and manage member events or outings.

13. Work collaboratively with PCS Operations Specialist to ensure member's needs are being met promptly.

14. Uphold the highest standards of confidentiality, compliance, and ethical conduct in all internal and external interactions.

15.Other duties as assigned. 16.Flexible work schedule, 3 days in-office required, additional as-needed.

Qualifications and Educational Requirements

BA or equivalent work experience required.

Investment licenses or certifications, preferred.

Minimum 3+ years sales/service background, financial industry preferred.

Demonstrated relationship development experience, with executive-level and high-profile clientele preferred.

Must possess strong interpersonal skills, high emotional intelligence, and integrity.

Excellent communication skills, written and verbal.

Ability to switch tasks rapidly and often without failing to deliver impeccable service to members.

Ability to drive and manage multiple competing priorities and projects and work effectively in a highly collaborative fast paced environment.

High proficiency with BCU's products, services, policies, and systems (Symitar, Accelerant/Lifecycle, Evolve/Quick Assist, StarStation, Salesforce, etc.) or experience with outside CRM tools.

Must be able to motivate and influence others.

Tireless aptitude for identifying, preventing, and solving problems.

Unwavering high integrity, dependability, and professional demeanor.

Must be able to remain calm, assess a situation and respond back to members promptly and professionally in any situation.

BCU Shared Values: We foster an environment of INCLUSION. All individuals are treated fairly and respectfully, have equal access to opportunities and resources, and can contribute fully to the organization's success. We act with INTEGRITY. We follow the golden rule without exception. We display COURAGE in our convictions. We drive innovation, reaching beyond boundaries and thoughtfully explore new horizons. We excel through COLLABORATION. By working as one, sharing information and seeking solutions, we deliver exceptional outcomes. We WOW our members. We focus intensely on putting the member first, delivering extraordinary experiences that create lasting relationships inside and outside the organization.

We value relationships and referrals and are committed to creating the best work environment possible. From our casual dress code to flexible work arrangements, we've created a unique and inclusive culture that supports a healthy work/life balance. For this reason and more, BCU has been named a 2023 Gallup Exceptional Workplace Award Winner. #LoveBCU