Financial Services Specialist

4 weeks ago

Madison, Wisconsin, United States Disability Solutions Full time

At Disability Solutions, we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success.

If you thrive in an environment where your growth and development are encouraged and supported, then Disability Solutions may be the right place for you.

We invite you to explore this opportunity further.

As a Financial Services Specialist, VP, within our Private Wealth group, you will provide financial expertise on Associated products and services to high net worth clients. Work closely with sales or relationship management team members in other business lines to develop relationships and ensure retention of total client assets and net growth in relationships for high net worth clients.

You will assist in building loans, deposits, fee income, overall asset growth, and financial planning. This will be accomplished by acting as a portal across Associated, bringing together the right resources, providing convenience to clients, and providing organization-wide tailored solutions to clients.

This person will also:

  • Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends through bank-approved sources.
  • Responsible for profitable loan and deposit growth through lead lists, client portfolio, and centers of influence to grow market share, as well as retain/grow existing portfolio. Client and prospect calling activity consists of telephone and in-person calling.
  • Responsible for growing assets under management by developing new business through proactive sales efforts with both existing clients and new customers. Responsible for expanding and deepening client relationships by comprehensively identifying clients' needs and matching those needs to solutions within the business line & across all business lines of the Bank.
  • Actively participate in community and business functions/groups to promote the image of the Bank as an integral member of the community, committed to the goals and interests of the community. Establish referral contacts within the community.

This position requires a credit check per 12 CFR Chapter X, Part 1026, Truth in Lending, Regulation Z.

Estimated Salary Range: $80,000 - $120,000 per year, depending on experience and qualifications.

Required Skills and Qualifications:

  • Bachelor's Degree or equivalent combination of education and experience in Business, Finance, or Accounting. Required
  • 4-7 years of sales experience with strong knowledge of all banking products, business development, complex client relationships, and advanced credit skills. Required
  • CWS-Certified Wealth Strategist with 2 years. Required

Benefits:

  • Retirement savings including both 401(k) and Pension plans.
  • Paid time off to volunteer in your community.
  • Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
  • Competitive salaries with professional development and advancement opportunities.
  • Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits, and much more.
  • Personal banking, loan, investment, and insurance benefits.

Disability Solutions serves over 120 communities throughout Wisconsin, Illinois, and Minnesota, and we consider our colleagues critical to our continued success. Learn why our colleagues continually vote us a best place to work in the Midwest.

Compliance Statement:

Disability Solutions is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors.

Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.

Responsible to report ethical concerns as needed to Disability Solutions' anonymous Ethics Hotline.

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