VP, Relationship Manager, Wealth Management

Company: Berkshire Hills Bancorp, Inc.
Location: Worcester
Posted on: June 24, 2022

Job Description:

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Block Page Video VP, Relationship Manager, Wealth Management (982475) AddThis Sharing Buttons Share to Facebook Share to Twitter Share to Copy Link Share to Email Share to Print Share to More Job Type Full-time Category Location Worcester, MA 386 Main St Job Details Division: Asset Management
Department: Berkshire Wealth Management
Reports to: SVP, Director of Wealth Management & CIO
Status: Exempt/Officer
Grade: 12
Location: Worcester, MA


Purpose/Objective:
Establishes and implements programs designed to generate new business and promote wealth management services. Works personally in the development of new business. Establishes and maintains market presence and a strong network of outside referral sources for new business.

Key Accountabilities:

• Identifies and develops new business opportunities; builds and maintains an active pipeline of prospects with primary objective of generating fee income. Represents Wealth Management at company functions, business groups and civic organizations to maintain wide referral networks and enhance sales performance. Joins and participates in outside associations and organizations likely to generate prospect leads. Builds relationships with colleagues throughout the Bank to enhance visibility and offer comprehensive services.
• Services, retains, and expands product and service relationships with assigned and prospective clients. Ensures client satisfaction and high-quality service. Coordinates account openings, processing and some ongoing account transactions.
• Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one's duties. Contributes to a positive, ethical and respectful working environment and communicates openly with others. Models company culture both internally and externally. Education:
  • BA or equivalent degree in a related field Experience:
    • 10+ years of demonstrated sales experience
    • Financial planning, investment management, or trust experience Skills & Knowledge:
      • Strong interpersonal and quantitative skills
      • Team player; positive approach and strong collaboration skills
      • Ability to handle large workloads efficiently
      • Time management skills
      • Ability to communicate difficult content or technical information in terms clients will understand
      • Ability to create a sense of trust and confidence with clients
        
        Berkshire Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or national origin. Right column content
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Keywords: Berkshire Hills Bancorp, Inc., Worcester , VP, Relationship Manager, Wealth Management, Executive , Worcester, Massachusetts