Wealth Management Relationship Specialist

Description

Core Behavioral Values :
Community, Engagement, Quality, Responsibility, Integrity. culture and our commitment to the community and are critical to support the mission of the organization.

Provides operational, sales and administrative support to the Wealth Department. Interfaces with clients to answer questions and inquiries in an effort to meet their financial goals and objectives. Performs duties in compliance with applicable laws and regulations. Maintains knowledge of and ensures compliance with federal and state banking regulations and ad
heres to all bank policies and procedures. Responsible for knowledge and compliance with FINRA and SEC regulations of a securities branch office.

Maintains client databases; process new account openings; tracks mailings and transfers.

10. Performs additional duties as requested

This position is anticipated to become part of Cambridge Savings Bank (“CSB”) following the successful completion of CSB’s proposed acquisition of First Seacoast Bank (“FSB”). Upon close of the transaction, the selected candidate will transition from FSB employment to CSB employment and become integrated into CSB’s organizational structure.

Customer Focus - Making customers and their needs a primary focus of one’s actions; developing and sustaining productive customer relationships

• Attention to Detail:
  Accomplishing tasks by considering all areas involved, no matter how small; showing concern for all aspects of the job; accurately checking processes and tasks; being watchful over a period of time.
• Sales Ability/Persuasiveness:
  Using appropriate interpersonal styles and communication methods to gain acceptance of a product, service, or idea from prospects and clients.
• Quality and Work Standards, self-imposing standards of excellence rather than having standards imposed.
• Demonstrates honesty; keeps commitments;
  Maintains confidentiality and meets own commitments.
• Bachelor’s degree or equivalent in work experience.
• 3-5 years of experience in a financial services/administrative support role required.
• Series 7, 63, 65 or 66 as well as LAH are preferred.
• Excellent customer service, communication, and organizational skills
• Must be detail oriented and self-motivated; able to achieve responsibilities with little direction from his/her supervisor
• Strong computer skills and familiarity with various software and/or financial programs
• Physical surroundings are pleasant and comfortable with minimal exposure to injury or other hazards with moderate level of noise.
• Physical effort required; able to sit or stand for extended periods of time.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. The above is not intended to be an exhaustive list of all responsibilities and duties required. First Seacoast Bank is an Equal Opportunity Employer and Affa... All qualified applicants will receive consideration for employment without regard to race, sex, gender identity, color, pregnancy, religion, national origin, sexual orientation, marital status, disability, genetic information, age, protected veteran or military status, or any other basis protected by law.

Disabled applicants requiring reasonable accommodation in the application and/or interview process should notify the Human Resources Department via email  or phone at .