Senior Wealth Partner Team Lead

Description

Senior Wealth Partner Team Leaders are dedicated to providing outstanding personalized service to their clients through the bank’s premiere financial services. They are also responsible for leading their team to achieve long term growth and give clients a great experience. They may also contribute to corporate level initiatives such as training, marketing and business program management. They cater to the customer with a focus on growing and protecting the client’s assets and seek to make a positive impact on the communities in which they live and work. 

Below is a list of essential job functions. Additional responsibilities may be assigned in the position.

PROVIDE ENHANCED CLIENT SERVICE 

Discovers customer needs, develop solutions, and implement plans to exceed customer goals and expectations. Engage in relationship management activities so that relationships are nurtured and expanded, and all additional needs are met. 

FOSTER OUR CULTURE

Possesses and displays a positive demeanor in managing change, working and communicating with others and adhering to policies and procedures under customer service standards. Proudly represents the corporation and become actively involved in the community in which he/she resides and works to promote goodwill and to generate new business. 

EMBRACES TECHNOLOGY AND CHANGE

Possesses and display a positive approach in managing and embracing change. Continually evaluates processes and procedures to effectively use technology for efficiencies and accuracy. 

FOCUS ON ACCURACY AND ATTENTION TO DETAIL

Performs accurate review and research for all maintenance, transactional, and client related activities and requests. Adheres to bank policies, procedures, and regulations set forth at the Federal and State levels. Adheres to our company's standards set forth by the bank for the customers.

SEEK PROFESSIONAL DEVELOPMENT OPPORTUNITIES

Takes advantage of training opportunities to advance knowledge of rules and regulations that impact all avenues of asset management. Additional training in the department will be required to take on additional client-advice responsibilities. 

Requirements

QUALIFICATIONS, EDUCATION, AND EXPERIENCE

To perform this job successfully, an individual is required to perform each crucial job requirement satisfactorily and a skills inventory is listed below: 4-year degree in related field or equivalent combination of education and/or experience. Minimum of 10 years’ experience in Wealth Management or a related field required. 15+ years’ worth of wisdom in banking, financial services preferred. Prior sales and new business development experience required. Proven experience advising clients of investments, pre-retirement, education funding, and financial planning. CFP or similar professional designation preferred. FINRA Series 6, 7 and 63 licenses plus PA Life & Health license are preferred, but not required.  A criminal background check will be conducted.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• LANGUAGE SKILLS: Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to write speeches and articles for publication that conform to prescribed style and format. Ability to effectively present information to top management, public groups, and/or boards of directors. Ability to communicate clearly with clients verbally and in writing and have confidence in distilling sophisticated topics into easy-to-understand summaries for clients who may not have a lot of knowledge in the areas in which they are seeking advice.
• TECHNOLOGY SKILLS: Ability to utilize telephone systems and possesses basic digital literacy including email, internet and intranet. Prior experience or ability to learn any computer programs pertinent to performing job duties.
• MATHEMATICAL SKILLS: Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations. Ability to perform basic finance and accounting concepts and calculations.
• REASONING ABILITY: Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
• PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here