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