Requisition Number 19-0241 Post Date 2/21/2019 Title Wealth Manager City Monroe State MI Description
This description is intended to indicate the essential responsibilities of the position. It is not intended to be all-inclusive nor does this limit management's right and responsibility to determine work assignments, reassignments, priorities, etc.
Position Goals: Responsible to retain and expand existing trust accounts and to acquire new trust clients by identifying, developing and managing a portfolio of personal trust relationships
Management Received: Manager, Trust Administration
Management Exercised: None
Essential Duties and Responsibilities:
1. Administer larger and more sensitive Personal Trust accounts.
2. Mentor and assist other officers and staff in the administration of client accounts.
3. Ensure compliance with federal, local and company policies and procedures.
4. Assist in the development of new business prospects and confer with potential customers.
Knowledge, Skills and Abilities:
In addition to the list below, it is understood that all positions with the company require individuals who possess a pleasant and friendly attitude, project sensitivity towards customers and fellow employees, and maintain a neat and clean professional appearance.
Core competencies have been identified as relevant to every position within the company and include:
Ethics and Integrity, Listening, Business Acumen, Customer Focus, Approachable and Savvy, Action Oriented, Managing Time & Priorities, Work/Life Balance, Composure & Patience, Drive for Results, Self Development & Knowledge, Dealing with Change, Decision Quality, and Informing.
Competencies:
Drive for Results * Can be counted on to meet or exceed goals successfully * Strives to be a top performer at First Merchants * Very bottom-line oriented * Pushes self and others for results
Compassion * Genuinely cares about people * Is concerned about their work and non-work problems * Is available and ready to help * Is sympathetic to the plight of others not as fortunate * Demonstrates real empathy with the joys and pains of others
Presentation Skills * Is effective in a variety of formal presentation settings: one-on-one, small and large groups, with peers, direct reports and bosses * Commands attention and can manage group processes during the presentation * Can change communication tactics when something isn't working
Timely Decision Making * Demonstrates the ability to make timely decisions under pressure * Makes sound decisions even when there is incomplete information * Looks beyond the obvious for alternative solutions * Demonstrates logic and analytical ability in solving problems
Customer Focus * Develops and nurtures internal and external relationships * Responds quickly with accurate information or follow-up expectations * Proactively seeks to understand concerns and perspectives of others * Identifies solutions or products to meet internal and/or external customer(s) needs * Lives our vision and deepens relationships within communities served through participation in philanthropic and civic activities Location Monroe HQ Work Hours Full Time, M-F, 8a-5p Requirements
Position Requirements:
Education - Bachelor's degree or equivalent in finance, accounting, management or a related field. Experience - Over seven (7) years experience in personal trust or equivalent in trust related experience. Preferred Requirements: MBA or JD Completion of the Cannon Financial Institute Trust School
•Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
•Please view Equal Employment Opportunity Posters provided by OFCCP here.
•The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
First Merchants Bank is an Equal Opportunity Employer and E-Verify participant (M/F/D/V).