Wilmington Trust

Wilmington Trust

Wealth Client Associate

Wilmington, DE

Sponsorship not specified$25k-$41kDetected 6 days ago
SalesAuditingProcess ImprovementCustomer SupportCommunicationOrganizational SkillsInternal Audit

About the role

  • Resolves the more routine service issues within the team.
  • Apply sound, independent judgment and take ownership over operational problems resulting from direct interaction with clients or obtained from the Client Team.
  • Resolve routine service issues, with the goal of exceeding client expectations (with the goal of retaining and expanding client relationships).

Responsibilities

  • Build, manage and maintain strong client relationships through daily interactions with clients, Wealth Management team, and internal business partners, to contribute to the retention and expansion of existing client relationships.
  • Provide sales support to the team for market-specific special projects, such as event coordination, process improvement and sales initiatives.
  • Promote an environment that supports belonging and reflects the M&T Bank brand.
  • Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.

Requirements

  • Proficiency with personal computers as well as pertinent word processing, spreadsheet and presentation software
  • Minimum of 3 years' private banking, wealth management, commercial banking and/or branch experience
  • Exposure to and knowledge of the Bank's retail and commercial banking systems
  • Knowledge of Private Banking products and services

Skills

  • Strong customer service skills
  • Strong interpersonal skills
  • Strong verbal and written communication skills
  • Strong organizational skills

Compensation

  • M&T Bank is committed to fair, competitive, and market-informed pay for our employees.
  • The pay range for this position is $24.87 - $41.45 Hourly (USD).
  • The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.

Benefits

  • Education and Experience Required:

Company info

  • Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management.

This listing is sourced directly from Wilmington Trust's careers page and normalized into a canonical job model.