WMAS Relationship Manager III/IV
Washington Trust Bank · Seattle, Washington, US
As a member of the Wealth Management and Advisory Services (WMAS) Division, serves as a proactive, client-focused trusted financial partner to clients throug...
Job description
As a member of the Wealth Management and Advisory Services (WMAS) Division, serves as a proactive, client-focused trusted financial partner to clients through a seamless delivery of investment, trust, and fiduciary services. Participates in business development efforts by identifying referrals and prospects and calling on relationship clients/prospects to achieve sales goals. Provides high quality customer service while assuring bank and division profitability and fiduciary standards are met. Regular, reliable attendance is required. Acts as lead advisor to clients in the coordination and administration of complex fiduciary assignments. ESSENTIAL FUNCTIONS: Relationship Management/Client Service: - Coordinates and oversees complete client relationship. - Maintains responsibility for retaining and expanding a specific book of relationships, maintaining knowledge of the intricacies of each account or relationship as needed in order to provide superior service to Bank clients. - Manages and develops a profitable book of business by designing and implementing various strategies based on the needs, goals and fiduciary requirements of each client relationship. - Responsible for understan...