Top 42 Wealth management relationship Jobs in Waterville, Me

Wealth Management Relationship Manager
Bangor Savings Bank —Augusta, ME
- $67,504 - $124,579 a year
- Full-time
- Computer literacy
- Mid-level
- Office
- Retirement plan
B2B Account Executive
Wholesale Payments Inc. —Maine
- $80,000 - $150,000 a year
- Full-time
- Hospitality
- US work authorization
- 1 year
- Health insurance
- Dental insurance
Quick Apply
Wealth Management Trainee (ME)
Bankers Life —Augusta, ME
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Account Executive, Government
T-Mobile USA, Inc. —Oakland, ME
- $78,060 - $234,600 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Mid-level
- 3 years
- Paid parental leave
- AD&D insurance
Customer Service Account Associate - Oakland ME
T-Mobile USA, Inc. —Oakland, ME
- $20 an hour
- Full-time
- 18 years or older
- High school diploma or GED
- US work authorization
- Paid parental leave
- AD&D insurance
Mobile Associate - Retail Sales
T-Mobile USA, Inc. —Waterville, ME
- $19.50 - $20.00 an hour
- Part-time
- 18 years or older
- High school diploma or GED
- US work authorization
- Paid training
- Paid parental leave
6d
Customer Service Associate I
Dollar Tree —Waterville, ME
- $15.16 - $15.50 an hour
- Part-time
- Merchandising
- High school diploma or GED
- Ability to lift 50 pounds
- Health insurance
- Dental insurance
Investment Services Associate
Kennebec Savings Bank —Augusta, ME
- $21.20 - $28.92 an hour
- Word processing
- Computer literacy
- Writing skills
13d
Customer Service Associate I
Family Dollar —Fairfield, ME
- $15.10 - $15.50 an hour
- Part-time
- High school diploma or GED
- Ability to lift 50 pounds
- Grocery store experience
- Health insurance
- Dental insurance
Client Partner, Enterprise Sales - New England Territory
T-Mobile USA, Inc. —Oakland, ME
- $101,700 - $305,800 a year
- Full-time
- Hybrid work
- 18 years or older
- 5 years
- Bachelor's degree
- Paid parental leave
- AD&D insurance
Principal Client Partner, Enterprise Sales - New England
T-Mobile USA, Inc. —Oakland, ME
- $119,700 - $360,000 a year
- Full-time
- Hybrid work
- 18 years or older
- High school diploma or GED
- Bachelor's degree
- Paid parental leave
- AD&D insurance
Mobile Associate, Store-in-Store - Retail Sales
T-Mobile USA, Inc. —Augusta, ME
- $19.50 - $20.00 an hour
- Part-time
- 18 years or older
- High school diploma or GED
- US work authorization
- Paid training
- Paid parental leave
Financial Advisor Associate - Augusta, Maine
TD Bank —Augusta, ME
- $61,880 - $92,560 a year
- Full-time
- Writing skills
- Basic math
- Mid-level
- Health insurance
- Paid time off
Financial Advisor - Augusta, Maine
TD Bank —Augusta, ME
- $72,280 - $108,160 a year
- Full-time
- Writing skills
- Basic math
- Mid-level
- Health insurance
- Paid time off
Financial Services Professional - Hybrid Remote (ME)
Bankers Life —Augusta, ME
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Assistant Manager II
Family Dollar —Unity, ME
- $18.50 - $19.25 an hour
- Full-time
- Merchandising
- Mid-level
- High school diploma or GED
- Health insurance
- Dental insurance
11d
Assistant Manager I
Family Dollar —Madison, ME
- $17.00 - $17.50 an hour
- Part-time
- Merchandising
- Mid-level
- High school diploma or GED
- Health insurance
- Dental insurance
2d
Senior Project Mechanical Engineer
Envista Forensics LLC (US) —Augusta, ME
- Full-time
- Remote
- Microsoft Excel
- Microsoft Outlook
- Customer service
Quick Apply
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays

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Wealth Management Relationship Manager

Bangor Savings Bank -
Augusta, ME

Apply Now

Job Details

Full-time
$67,504 - $124,579 a year

Benefits

Retirement plan

Qualifications

Computer literacy

Full Job Description

Pay Range: $67,504 - $124,579 (Annually)

FUNCTION: Working under the direction and guidelines established by the Director of Wealth Management, the Relationship Manager (RM) is primarily responsible for client relationship management. This includes the growth, profitability, and retention of the individual & family, nonprofit, and retirement plan customer segments. This position delivers exceptional customer experience to the Bank’s customers. Additionally, the position is integrally involved in proactive sales and referral cultivation, working closely with the group’s development team, internal business partners, external referral sources, and existing clients. Additionally, the RM will participate in, and sometimes coordinate, BWM’s response to requests for proposals. The RM may be assigned special BWM projects.

ACCOUNTABILITIES:

Relationship Management

Maintains primary responsibility for the retention of existing client relationships assigned, including meeting quantified contact targets and client satisfaction strategies.
Complies with the Bank’s customer experience standards in all respects.
Provide comprehensive relationship management to client relationships as assigned
Coordinate account activity, communications, proactive contact and compliance for assigned relationships
Reviews, and creates when necessary, reporting to ensure progress related to customer experience and account administration standards.
Identify relationship growth opportunities within assigned relationships and develop strategies for pursuing these growth opportunities.
Conducts annual account reviews of all assigned non-trust accounts, completing the review accurately and on time.
Independently handles time sensitive transactions for and responses for client relationships
Documents electronic file with important client objectives, concerns and/or communications to ensure appropriate risk management measures are in place.
Works seamlessly with Trust Administration Team to ensure delivery of exceptional customer experience and effective trust administration
May serve as a member of the Trust Administrative Committee
May assist with preparation for the Trust Administrative Committee (TAC);
Owns assigned projects, acting as project lead and seeing through to completion.
Understands comprehensive client relationships with Bangor Savings Bank and works with other business lines to ensure customer experience standards are being met.

Business Line Sales Development:

Proactively services and cross sells client relationships for the purpose of improving client satisfaction and generating incremental interest and non-interest income for Bangor Savings Bank.
Consistently reports information to the Development Team on activities related to business development efforts, i.e. client calling, prospect meetings, development results, etc.
Prepares or assists in the preparation of proposals for presentation to existing customers, prospects and COIs.
Utilizes and maintains the customer database as a relationship management and cross sales tool.
Provides responsive and appropriate financial solutions for relationships referred through internal or external channels.
Responsible for managing behaviors and activities in pursuit of assigned annual goals, which includes net new fee revenue goal.

External Sales Development

Builds and nurtures network of centers of influence, community leaders, business owners and internal partners for the purpose of increasing market share through new client acquisition.
Establishes and maintains visible presence within assigned business community and markets served.
Responsible for managing behaviors and activities in pursuit of assigned annual goals, which includes net new fee revenue goal.
Coordinate prospect calling/action/development plans with other Business Line Associates
Fully supports all BSB business lines in primary and secondary business opportunities.
Coordinate and prepare Request for Proposal responses

Other:

Creates, monitors, maintains and analyzes various system and tracking reports (referral tracking, client contact reports, account reviews, etc.) to ensure transparency and progress in connection with filing requirements, BWM projects, and progress expectations in general. Make recommendations on the basis of analysis of report results.

Makes recommendations to streamline processes and gain efficiencies for the BWM
Identifies and provides solutions for department wide needs.
Special projects as assigned
Participates in community and corporate events that support and promote BSB
Interact harmoniously with others in a team environment
Cross sell BSB products and services in support of all business lines

Compliance and Control:

Assists in ensuring that the Bank is in compliance with local, state and federal regulations

Knowledge/Skills/Experience

5+ years trust and investment management/wealth management experience
MBA and/or Cannon experience preferred
Excellent customer service skills
Demonstrated personal computer literacy
Ability to handle complex problems
Strong communications skills, verbal and written
Strong analytical and organizational skills with an ability to interact effectively with all levels of staff and management
Proactive planner and self-motivated, with good selling and business development skills

Physical Demands/Conditions Requirements:

General office environment. Moderate lifting (to 35 lbs.) required. Moderate reaching, walking, sitting and standing required.

Equipment Used:

General office equipment.

External and internal applicants, as well as position incumbents who become disabled, must be able to perform the essential functions (as listed) either unaided or with the assistance of a reasonable accommodation to be determined by management on an individual basis.

Apply Now

Refine Your Search

wealth management relationship jobs in waterville, me

Wealth Management Relationship Manager

B2B Account Executive

Wealth Management Trainee (ME)

Account Executive, Government

Customer Service Account Associate - Oakland ME

Mobile Associate - Retail Sales

Customer Service Associate I

Investment Services Associate

Customer Service Associate I

Client Partner, Enterprise Sales - New England Territory

Principal Client Partner, Enterprise Sales - New England

Mobile Associate, Store-in-Store - Retail Sales

Financial Advisor Associate - Augusta, Maine

Financial Advisor - Augusta, Maine

Financial Services Professional - Hybrid Remote (ME)

Assistant Manager II

Assistant Manager I

Senior Project Mechanical Engineer

Relationship Manager – Private Wealth & Tax Solutions

Wealth Solutions Advisor

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