Wealth Manager

Job Overview for Wealth Manager:

The Wealth Manager specializes in delivering an exceptional customer experience through sales, service, and digital engagement for both Consumer and Business Banking customers. This role supports daily branch operations, meets customer service and sales needs, and manages customer appointments to identify needs and refer complex issues to appropriate team members.

Responsibilities for Wealth Manager:

• Promote customer engagement by informing them about the diverse Consumer and Business Banking solutions offered. Provide tailored recommendations to address customer needs effectively and emphasize the advantages of digital banking capabilities for convenient banking transactions.
• Managing customer appointments and consultations involves handling scheduled or walk-in visits to determine their banking needs and ensure a seamless handoff to the appropriate banking staff for complex matters.
• Stay aligned with the bank's sales framework and deliver easily understandable, customer-oriented assistance.
• Reception Management: Manage the lobby reception effectively by welcoming customers, responding to inquiries, and taking responsibility for solving urgent banking needs.
• Provide assistance in branch operations by aiding with customer transactions, addressing overdraft resolutions, and ensuring compliance with internal guidelines. Fulfill operational responsibilities as required.
• Compliance and Risk Management Protocols: Staying informed about Anti-Money Laundering (AML), Bank Secrecy Act (BSA), and Know Your Customer (KYC) procedures. Identifying and escalating potential fraud cases. Ensuring operational and regulatory compliance.
• Customer Resolution: Efficiently handle customer complaints by logging them correctly and ensuring appropriate follow-up. Prioritize the effective and prompt resolution of customer issues.
• Sales Referrals involve identifying sales opportunities and referring clients to the proper banking collaborators for specific product solutions.

Responsibilities for Wealth Manager:

• Provide exceptional support and effectively resolve any customer issues that arise.
• Improve sales strategies and elevate the quality of customer interactions at the branch.
• Carry out multiple tasks within the branch environment, including initiating new account setups and facilitating loan originations, alongside addressing problems and handling transactional processes.
• Display sensitivity and attentiveness towards customers, center their experience in all interactions, be receptive to adapting, and showcase ease in using digital platforms in customer engagements.

Educational and Experiential Prerequisites:

• Meeting the educational requirement of a high school diploma or GED.
• Candidates are expected to have a minimum of one year of experience in retail sales, call center roles, customer service, or telesales.
• Adept in communicating effectively both verbally and in personal interactions.
• Skill in managing difficult customer conversations and diverse customer expectations.
• Well-organized with strong time management and prioritization skills.
• Capacity to excel under pressure while contributing to a swift team dynamic.
• Competence in utilizing technology commonly associated with the internet.

Qualifications for Wealth Manager:

• Tailored bilingual expertise in accordance with branch needs.
• Documented proficiency in sales outcomes or referral conversions.
• Physical Requirements:
• The aptitude for standing without sitting for an extended length of time.
• Continuous engagement of hands and fingers leading to prolonged use.
• Proficient in lifting a range of objects, from light to heavy, typically weighing between 5 and 30 pounds.
• Capability to comprehend intricate text.
• Aptitude for face-to-face interactions with clients in a professional setting.

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