Wealth Management Associate Position Available In Merrimack, New Hampshire

Wealth Management Associate Bangor Savings Bank – 3.5

Concord, NH Job Details Full-time Estimated:

$40.4K – $52.6K a year 16 hours ago Qualifications Customer service Computer literacy Mid-level Finance Analysis skills Bachelor’s degree Computer skills Financial services Business Communication skills

Full Job Description Location:

Concord, NH – This position is 100% onsite. Hybrid or remote work options are not available.

FUNCTION

The Wealth Management Associate is responsible for developing and expanding BWM’s internal and external business partner relationships, managing the department’s ReferralTrack program, supporting the creation and management of business development related initiatives, and providing support to Portfolio Management, Relationship Support and Trust Support as needed. Works well independently or within the team on special or ongoing projects exercising discretion and independent judgment, when needed, to successfully perform duties assigned. During periods of high workload, works with the Support Teams of BWM to assist in day to day processes, cross training, and procedure review to ensure efficient and effective coordination of resources.

ACCOUNTABILITIES

Supports entire BWM on all team efforts, as needed, to include systems oriented reports, data and systems functionality. Identifies areas of opportunity and leads various task/projects in accordance with requirements defined by BWM leadership. Makes recommendations on systems and/or process enhancement, as necessary, to increase efficiency, reduce expense, and improve overall customer experience. Manages the WMG ReferralTrack program, including analysis of referrals and gathering background to determine optimal WMG resource allocation, responding in accordance to the WMG “sundown policy”, keeping Relationship Managers accountable for their activity, and providing feedback and ongoing updates to the referrer. Runs the WMG ReferralTrack payout incentive program by tracking referral activity, verifying new business, and issuing payouts for successful sales. Develops and maintains relationships with internal and external business partners to create a partnership that will increase referral activities. Acts as a resource/connectivity point for all business partners by servicing phone calls, messages, emails, and other inquiries in regards to existing referrals, prospective referrals, and education on what are appropriate referrals to WMG. Participates in the prospecting efforts for clients through internal and external relationship building, internal networking events and assists business partners by representing WMG at these events. Promotes good customer service relations and identifies opportunities to refer customers and/or potential customers to other units of the bank to provide cross-sell opportunities that meet the bank and customer needs. Assists with the development and implementation of projects that will benefit the WMG group with a focus on generating new business and prospects. Responsible for reporting the pipeline and new business activity for the WMG Relationship Managers and keeping them engaged in the process.

Customer Experience:

Provides the highest level of service, demonstrating You Matter More to both internal and external customers Demonstrates ability to handle, resolve and work independently on more complex service matters Assesses customer needs and delivers services or refers to other team members when appropriate.

Compliance and Control:

Assists in ensuring that the Bank is in compliance with local, state and federal regulations

General:

Interacts harmoniously and effectively with others, focusing upon the attainment of bank goals and objectives through a commitment to teamwork. Conforms to acceptable punctuality/attendance standards as expressed in the Employee Handbook. Performs additional duties as requested. Knowledge/Skills/Experience Bachelor’s degree in business, finance or other related field desired 3+ years’ experience in financial services desired Creative thinker with strong analytical skills Resourceful, flexible and a strong desire to be of service to clients Excellent customer service skills Demonstrated personal computer literacy Strong multi-tasking and communications skills Strong attention to detail and accuracy Ability to work with little supervision. Excellent communication skills, verbal and written

Physical Demands/Conditions Requirements:

General office environment. Moderate lifting (to 35 lbs.) required. Moderate reaching, walking, sitting and standing required.

Equipment Used:

General office equipment. External and internal applications, as well as position incumbents who become disabled, must be able to perform the essential functions (as listed) either unaided or with the assistance of a reasonable accommodation to be determined by management on an individual basis.