Wealth Management Specialist jobs in San Francisco, CA

Job Description:

This role will team with our Financial Advisors in our Wealth Management business, bringing our solutions and services to life for our clients. They will focus the majority of their time deepening relationships by connecting clients to our checking, savings and credit card solutions along with leveraging our referral model to Wealth Management Lending Officers and Credit Specialists. Candidates for this role will provide comprehensive financial solutions to individual wealth management clients with assets of $250,000 or more. This role will act in a consultative role in partnership with our FA teams to educate clients on banking solutions including serving as an expert in our digital space (mobile, online and ATM).

Skills & Qualifications:

• 3 years experience in the financial services industry
• Proven results exceeding goals in a client-centric, results-driven environment
• Demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals
• Proven client service skills and the ability to resolve problems independently or escalate as needed
• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives
• Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands
• Applies strong critical thinking and problem-solving skills to meet clients’ needs
• Strong organizational skills including the ability to manage multiple responsibilities, prioritize, delegate and deliver results
• Strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
• Ability to learn and understand technology to assist clients with digital banking
• Experience in the financial services industry and prior knowledge of financial services industry, products and solutions
• Knowledge of banking (credit and deposit) products and services, including digital banking capabilities
• Prior sales experience in a salary plus incentive environment where goals were met or exceeded routinely

Shift:

Hours Per Week: