ERIEBANK, Wealth Partner Team Lead

Description

The Wealth Partner Team Leader provides outstanding personalized service to their clients through the bank’s premiere financial services. They are responsible for leading their team to achieve long term growth, provide clients a great experience, and contribute to corporate level initiatives such as training, marketing and business program development. 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. 

KEY RESPONSIBILITIES

• Work closely with Retail Management to ensure that branch customers with investment needs are being introduced properly to Wealth Partners
• Collaborate with Commercial Lending & Treasury Management on identifying prospects.
• Generate new recurring fee and commission relationships to lead divisional team to achieve its revenue targets
• Manage multiple Wealth Partners in a bank division. This includes monitoring pipeline activities, overseeing annual and semi-annual performance reviews, regular one-on-one conversations and keeping the Director of Business Development apprised of any business issues.  
• Adhere to the complexity of FINRA guidelines and bank compliance.
• Establish additional processes and procedures that align with corporate goals and initiatives

ATTITUDES

Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating:

• Respect: Maintain a culture of teamwork, collaboration and client focus by respecting all aspects of clients and co-workers.
• Client Focused: Focusing on providing exceptional customer experience.
• Inclusion: Including all colleagues to ensure diverse thoughts are incorporated implemented processes and procedures.

BEHAVIORS

Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating:

• Leadership: Be the Wealth Management Leader by driving business for your division
• Integrity: Demonstrate integrity in all interactions.
• Collaboration: Collaborate with colleagues through Business Development and Cross Selling
• Volunteerism: A recognized and visible presence in serving our communities.

COMPETENCIES

Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating:

• Accountability: Be accountable to drive operational efficiency within the business line of Wealth & Asset Management
• Innovation: Think outside the box to strategically design and implement client solutions.
• Professionalism: Demonstrate professionalism within all interactions. 

SUPERVISORY RESPONSIBILITIES (If applicable)

Supervisor drives strategic success from encouraging transparency, maintaining a focus on shared organizational goals, and making time for professional development. Supervisors are expected to hold regular one-on-ones with direct reports to provide them with an invaluable chance to align goals, offer guidance, and foster growth within their teams. 

• Oversees Wealth Partners and their overall business activity
• Creates best practices for Wealth Partners on engaging with internal and external referral sources

SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES

Actively participate in expanding skill sets and career paths by attending training programs, workshops, certifications, and educational resources relevant to the role. Set stretch assignments and cross functional opportunities that foster growth and learning. 

Requirements

QUALIFICATIONS, EDUCATION, & 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 7 years’ experience in Wealth Management or a related field required. 10+ years’ worth of wisdom in banking, financial services preferred. Prior sales and new business development experience required. Management and recruiting of team members will be required over