Wealth Management Service Team Lead
Job in
Greenfield, Hancock County, Indiana, 46140, USA
Listed on 2026-08-25
Listing for:
Greenfield Banking Company
Full Time
position Listed on 2026-08-25
Job specializations:
-
Finance & Banking
Wealth Management, Regulatory Compliance Specialist -
Management
Wealth Management, Regulatory Compliance Specialist
Job Description & How to Apply Below
Greenfield Banking Company is seeking a Service Specialist Team Leader within Trust & Wealth Management to guide a team delivering exceptional client service and fiduciary-compliant operations. You will supervise workflows, coach staff, and collaborate with wealth advisors, trust officers, and portfolio managers to elevate the client experience.
The role emphasizes leadership, oversight of service quality, and process improvement while ensuring compliance with bank policies and regulatory
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