Banking & Lending Product Support Specialist

4-year degree in Finance, Accounting, Business or equivalent
3+ years of experience at a wealth management firm in a client-facing service role
Proven dedication to and focus on client service with strong communication, interpersonal and adaptability skills
Strong ability to ask critical questions, anticipate problems and future needs, and take ownership

Support Wealth Management (WM)-US Private Bankers and Private Banking team members to create a first-class experience through preparing education and marketing materials, running and analyzing reports and managing metrics for management.
Support Financial Advisors and clients through the origination and servicing process when utilizing banking and lending solutions.
Gather feedback from our Private Client Group (PCG) on enhancements to the technology platform and service model to enhance efficiencies and create a better client-advisor experience.
Train Client Associates to use the platform to perform service functions for credit, including traveling to PCG branches on an as-needed basis.
Work with Private Bankers to properly report progress of business plans to WM-US executive and field leadership.