Wealth Officer

<strong>As a healthy, growing and thriving bank, we offer employees everything they need to flourish in the world of banking. That&rsquo;s because we strongly believe our people are our strongest assets. From advancement opportunities to employee development, we invest in our people to be the best they can be.<br /><br /></strong>Member FDIC&nbsp; |&nbsp; Equal Housing Lender&nbsp;

Troy, MI

Chemical Bank, a Division of TCF National Bank

<h3><strong><br /><br /><br />Since 1917, Chemical Bank, a division of TCF National Bank&rsquo;s home town approach to banking has been focused on community banking, highlighted by local leadership and decision making, a devotion to community and personalized service. We pride ourselves on being an Equal Opportunity Employer.</strong></h3> <h3><strong>Our Team Members will join other professionals who share our community banking philosophy of making a positive impact where we live, work and play. You will be a part of a growing community bank that believes in the dreams of its customers and employees alike. With Chemical Bank, a division of TCF National Bank, you will make a difference in your community while enjoying excellent benefits and top career opportunities. Visit our <a href="https://www.chemicalbank.com/careers/" target="_blank" rel="noopener noreferrer">Careers Page </a>for more information.</strong><strong><br /><br />For Chemical Bank positions, please apply below.&nbsp;<br /><br /></strong></h3> <h5><strong>If you would like to see TCF open positions <a href="https://tcfbankintl.taleo.net/careersection/corporate/jobsearch.ftl?lang=en" target="_blank" rel="noopener noreferrer">click here</a>.<br /></strong></h5> <h3><strong><br />Member FDIC | Equal Housing Lender<br /><br /></strong><strong><a href="https://careers-chemical.icims.com/jobs/intro?hashed=-435801078" target="_blank" rel="noopener noreferrer">Connect with Us!</a><br /><br /></strong></h3> https://www.chemicalbank.com/

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Competitive Compensation and Benefits Package

Overview: The Wealth Officer is a dedicated subject matter expert who will support Wealth Advisors in delivering our enhanced suite of core banking services and other day-to-day delivery of wealth services.
Responsibilities: <p style="margin: 6.35pt 0in 0pt;"><strong>Customer Service</strong></p> <ul> <li>Actively manage the banking relationship for a select group of clients to ensure the client receives the best products, services, and rates for his or her needs.</li> <li>Deliver consultative service with an advice-based approach to product recommendations and deeps client relationships pro-actively identifying opportunities to bring new suitable money into the Investment Portfolio.</li> <li>Take ownership for resolving the client&rsquo;s banking issues, identifying needs, and thinking "beyond the products".</li> <li>Partner with internal business partners to cross-market and promote financial services and products such as home equity, mortgage, and small business in order to meet/exceed client experience.</li> <li>Build relationships with clients, thoroughly understand their financial motivations and provide products and solutions in order to help them achieve their goals.</li> </ul> <p style="margin: 5.75pt 0in 0pt;">&nbsp;</p> <p>&nbsp;</p> <p style="margin: 5.75pt 0in 0pt;">&nbsp;</p> <p>&nbsp;</p> <p style="margin: 5.75pt 0in 0pt;">&nbsp;</p> <p>&nbsp;</p> <p style="margin: 5.75pt 0in 0pt;">&nbsp;</p> <p>&nbsp;</p> <p style="margin: 6pt 0in 0pt;"><strong>Banking</strong></p> <p style="margin: 8pt 0in 0pt;">&nbsp;</p> <ul> <li>Track the prospect's experience from the initial meeting to close. Collaborates with other specialists as needed to ensure the Private Banking client experience is delivered.</li> <li>Actively managing the banking relationship, ensuring the client receives the best products, services, and rates for his or her needs.</li> <li>Provides clients with current industry trends and commands a thorough knowledge of banking products and solutions.</li> <li>Deepen client relationships by cross selling additional solutions based on customer needs.</li> <li>Takes ownership for resolving client&rsquo;s banking issues.</li> </ul> <p style="margin: 11pt 0in 0pt;"><strong>Administration/Compliance Risk Management</strong></p> <p style="margin: 5.75pt 0in 0pt;">&nbsp;</p> <ul> <li>Carry out all activities with a high level of ethics and integrity.</li> <li>Ensures prospect/client information is appropriately entered, updated, and managed via the database.</li> </ul> <p>&nbsp;</p> <p style="margin: 4.25pt 0in 0pt;">&nbsp;</p> <p>&nbsp;</p> <p style="margin: 9.5pt 0in 0pt;"><strong>Community Involvement</strong></p> <p style="margin: 4.25pt 0in 0pt;">&nbsp;</p> <ul> <li>Attend functions as a representative of the Chemical Bank and the Wealth Management Department.</li> <li>Actively participate in the activities of the local community, may lead to volunteerism efforts.</li> </ul> <p>&nbsp;</p> <p style="margin: 4.25pt 0in 0pt;">&nbsp;</p> <p>&nbsp;</p> <p style="margin: 14.75pt 0in 0pt;"><strong>Other / Miscellaneous</strong></p> <p style="margin: 4.25pt 0in 0pt;">&nbsp;</p> <ul> <li>Travel is needed to meet with clients on-site at various locations across the assigned region.</li> </ul> <p>&nbsp;</p>
Requirements: <ul> <li>Bachelor's degree required</li> <li>3 - 5 Years Experience in Function</li> <li>7 - 10 Years Experience in Industry</li> <li>NMLS registration required</li> <li>Life license preferred</li> <li>Bachelor's Degree in business, finance or related field, and/or 7 -10 years progressive experience and high level of expertise in Wealth Management solutions.</li> <li>Minimum of 3 - 5 years of successful sales/client service experience in Wealth Management solutions required.</li> <li>Broad and in-depth knowledge of Wealth solutions, bank products and services.</li> <li>Exhibits a sense of urgency and a continual drive to results coupled with an ability to partner effectively with management at all organizational levels.</li> <li>Excellent interpersonal negotiation, verbal and written communication and presentation skills.</li> </ul>