Private Client Associate

Job Description

Description:

Maps Credit Union seeks a Private Client Associate to join our growing Private Client team. This support role assists the Private Client Relationship Managers in delivering exceptional advice and service to our members and performing administrative tasks for the team. The ideal candidate for this is self-motivated, detail-oriented, professional and an excellent communicator.

Key responsibilities include:

• Support the Private Client Relationship Managers by managing and maintaining relationships with clients to earn trust, understand needs, provide targeted advice, develop thoughtful solutions and deliver an exceptional client experience.
• Coordinate Private Client events and assist with distribution of marketing materials.
• Assist with tracking Private Client data and department budget and goals.
• Provide lobby leadership of the professional services floor. Act as a guide to clients and visitors of Private Client and Maps Investments teams.
• Open, set up or perform maintenance on all Private Client related accounts and services.
• Answer questions and effectively resolve issues related to accounts or services in person or over the phone while maintaining constructive, positive working relationships with clients/members and their representatives.
• Work directly with other professionals outside of Maps such as Estate Planning Attorneys, CPA’s and Financial Planners to take care of client needs.
• Act as a resource for branch staff by providing support and training on Private Client accounts and services, trust and estate accounts, promoting and cross-selling Credit Union related products and services.
• Effectively coordinate sales efforts with other Credit Union resources to ensure quality and timely member service.
• Demonstrate effective sales skills and production performance to meet annual personal, department, and organizational goals. Committed to facilitating the growth and development of the Credit Union.
• Originate, process, prepare loan documentation, and complete all consumer and home equity loans within established credit guidelines and procedures.
• Maintain comprehensive knowledge of Maps’ products/services and conduct in-depth discoveries of the clients’ current relationships and needs.
• Knowledgeable about and complies with all relevant Credit Union regulations, policies and procedures. Enhances job performance by applying up to date professional and technical knowledge.
• Participate in Credit Union development activities and represent the Credit Union in industry and professional associations, community organizations, local business groups, etc.
• Follow regulatory and policy compliance requirements, which include those efforts in compliance with