WMAS Relationship Manager II-III

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.

Requirements

• Bachelor's Degree in Finance, Accounting, Business or related field
• Work experience in fiduciary relationship management
• Proven analytical skills; ability to review and interpret complex data
• Excellent written and verbal communication skills
• Excellent interpersonal skills; ability to collaborate with and work effectively with diverse groups of people
• Ability to set and achieve challenging goals

Benefits

• Health
• Financial
• Retirement
• Work/Life Benefits