Wealth Specialist

<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: <p style="margin: 6pt 0in 0pt;">The Wealth Specialist will provide administrative and operational support to the Wealth Advisors, Wealth Officers, and Regional Fiduciary Officers. Will manage the banking relationships for affluent clientele, and serve as the first point of contact for Wealth clients needing banking and transactional based support.</p>
Responsibilities: <p><strong>Customer Service</strong></p> <ul> <li>Working within delegated authority or standard department guidelines, provide assistance with client transactions and problem resolution, including deposit, borrowing, and online banking inquiries, treasury management, and trust.</li> <li>Assist clients with problems and needs when Wealth Officer is unavailable.</li> <li>Act as a liaison between the banking center team and wealth clients to ensure transactions are processed, including deposits, withdrawals, loan payments, cashing checks, etc. while providing an unparalleled client experience.</li> <li>Respond to clients' requests in a timely manner, providing exceptional customer service; takes ownership of resolving client&rsquo;s wealth and banking issues.</li> </ul> <p><strong>Wealth Team Support</strong></p> <ul> <li>Arrange individual files for each premier banking client, and maintain updated personal financial statements, tax returns and other appropriate reporting information for each client.</li> <li>Provide telephone coverage; screen calls as needed, determine caller needs and necessary routing.&nbsp;</li> <li>Take and deliver messages timely.</li> <li>Assist with calendar management, scheduling internal/external meetings. Manage facility's needs and coordinate conference calls.</li> <li>Provides administrative support to assigned Wealth Officers/Wealth Advisors/Regional Fiduciary Officer, which may include creating/assembling documentation, creating mailing shipments, making copies, distributing mail, etc.</li> <li>Provide support on daily client priorities, maintaining ERM, client hierarchy and pipeline management.</li> </ul> <p><strong>Administration/Compliance Risk Management</strong></p> <ul> <li>Carry out all activities with high level of ethics, integrity, and confidentiality.</li> <li>Maintain familiarity with systems and procedures for opening depository accounts and completing various depository transactions.</li> <li>Ensures prospect/client information is appropriately entered, updated, and managed via the database.</li> <li>Assist with departmental reports as needed.</li> </ul> <p><strong>Community Involvement</strong></p> <ul> <li>Participate in Chemical Cares Day and other volunteer events in the local community.</li> </ul>
Requirements: <ul> <li>Associate's degree in business required, Bachelor's degree preferred.</li> <li>Minimum of 5 years of administrative or related experience, and 3-5 years in banking, with experience assisting high net worth clients with their financial needs.</li> <li>Experience with a Bank's Trust Platform preferable. Must be able to assist both clients and the wealth team with platform needs.</li> <li>Must be proficient in data entry, and navigating through banking core system as well as CRM software and consumer lending data base.</li> <li>Must be customer service driven, and able to deliver superior service to high net worth clients.</li> <li>Advanced listening, written and oral communication skills.</li> </ul>