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Wealth Management Relationship Support Specialist

4 months ago

Bangor, United States Bangor Savings Bank Full time

Working under the direction and guidelines established by the Wealth Management Support Manager, the Relationship Support Specialist (RSS) is primarily responsible for supporting the Relationship Management Team. This position provides critical support in account maintenance and administration as well as cross team and department functions. This position delivers exceptional client experience to the Bank’s internal and external clients. The RSS will also be working on special BWM projects. Relationship Management Complies with the Bank’s client experience standards in all respects; Independently handles time sensitive transactions responses for client relationships; Maintains electronic file (Synergy) to ensure it is current and accurate; Timely and accurately enters transactions submitted by the Relationship Management Team and on behalf of clients; Provides friendly and responsive service to department phone and email line, including follow up; Opens and closes accounts, including production and compilation of electronic file; Provides proactive day to day administrative services to the Relationship Management Team; Works seamlessly with Trust Administration Team to ensure delivery of exceptional client experience and effective trust administration; Responsible for production and client delivery of necessary tax documents for Relationship Management Team; May assist with preparation for the Trust Administrative Committee (TAC); Owns assigned projects, acting as project lead and seeing through to completion; Responsible for managing behaviors and activities in pursuit of assigned annual goals. Utilize internal tools (CRM, ReferralTracker, etc) to maintain all client information. Other Creates, monitors, maintains and analyzes various system and tracking reports (referral tracking, client contact reports, account reviews, etc.) to ensure transparency and progress in connection with filing requirements, BWM projects, and progress expectations in general. Make recommendations on the basis of analysis of report results; Makes recommendations to streamline processes and gain efficiencies for the BWM; Special projects as assigned; Participates in community and corporate events that support and promote BSB; Interact harmoniously with others in a team environment. Compliance and Control Assists in ensuring compliance with local, state and federal regulations and that appropriate risk management measures are in place. Knowledge/Skills/Experience Trust and investment management/wealth management experience preferred; Excellent customer service skills; Demonstrated personal computer literacy; Ability to handle complex problems; Strong verbal and written communications skills; Strong analytical and organizational skills with an ability to interact effectively with all levels of staff and management; Proactive planner and self-motivated. 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 applicants, 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. At Bangor Savings, we understand the importance of continuing to nurture an internal culture of excellence for each of our employees. We offer internal and external training to assist our employees in realizing their career aspirations including internships, lateral training, management training, and tuition reimbursement. We also offer a unique set of benefits designed to support our employees in living their best life and achieving their goals. Our holistic health and wellness programs allows each employee to customize their approach to well-being. And our pay, rewards, recognition, and incentive programs ensure that they are well-compensated for a job well-done. At Bangor Savings Bank, the work our employees do each and every day allows us to deliver on our promise to make a difference in the lives of people in New England in a way that really matters. Bangor Savings Bank provides equal employment opportunities to all applicants and employees without regard to race, color, religion, gender, sexual orientation, age, national origin or any other class protected under state or federal law and affirmatively seeks to advance the principals of equal employment opportunity. In addition, the Bank is committed to providing equal employment opportunities to qualified persons with disability, veterans, and/or disabled veterans. No question on this application is intended to secure information to be used for such discrimination, this application will be given every consideration, but its receipt does not imply that the applicant will be employed. This application will remain active for a period of 90 days. If, after such time, you still wish to be considered for employment, you must reapply. Bangor Savings Bank does provide workers compensation coverage for employees injured on the job. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.