Senior Wealth Banking Specialist – SAFE

• Manage and service a moderately complex affluent and high net worth client relationship portfolio in lending, credit, and deposit products and services
• Proactively identify service improvement opportunities for affluent and high net worth client relationships
• Review and analyze client financial goals and changing needs, making recommendations to best fit the needs of the client
• Develop and exercise expertise in the changing market conditions and cascade across the division the best practices
• Proactively coordinate with the broader banking and internal teams (Financial Advisors, etc.) to ensure clients are in the correct banking product based on their financial activity
• Maintain effective risk management through routine education, sound risk and operational decision making, and adherence to policies or procedures to independently resolve moderately complex issues
• Ensure client experience goals are met by taking part in the creation of and delivery of product and banking process training that aligns with business objectives and operational experience goals

• 4+ years of affluent banking, commercial banking, consumer banking, mortgage banking, or private banking experience
• BS degree in Business or equivalent
• Experience in Wealth Management, Retail or Private Banking
• Ability to develop and manage clients, business and referral relationships
• Experience reviewing and analyzing client financial goals and presenting recommendations
• Knowledge of how to interpret business formation documents
• Intermediate Microsoft Office (Teams, Outlook, Word, Excel, and PowerPoint) skills
• Solid technical skills to learn and navigate multiple computer systems, applications, and utilize search tools to find information (SVP, CRM, Client link, TMT or DIPR)
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
• Excellent verbal, written, and interpersonal communication skills
• Knowledge and understanding of opening new consumer & business deposit accounts, account maintenance, processing, Know Your Customer (KYC) and Technical Exceptions (TE)

Demonstrates expertise in managing affluent and high net worth client relationships, with a strong focus on analyzing financial goals and providing tailored recommendations. Proficient in risk management and effective communication to enhance client experience and operational efficiency.