BankOnBuffalo, Wealth Partner

Job description

Description Wealth Partners are dedicated to providing outstanding personalized service to their clients through the bank’s premiere financial services. They cater to the customer with a focus on growing and protecting the client’s assets and seek to make a positive impact on the communities in which they live and work. Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position. KEY RESPONSIBILITIES: - Provide solutions across a diverse product set to help meet customers’ goals. - Collaborate with business partners to generate referrals for wealth opportunities - Generate recurring fee and commission relationships to achieve revenue targets - Adhere to the complexity of FINRA guidelines and bank compliance ATTITUDES: Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating: - Respect - Show respect and be kind to coworkers and customers. - Client Focus - Be available, be on time and be attentive. - Inclusion - Be welcoming and support others. BEHAVIORS: Demonstrates st...