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FUNCTION: The Wealth Management Associate position outlined below is responsible for the planning and execution of products throughout their lifecycle, including gathering and prioritizing product and customer requirements, defining the product vision, and working closely with all stakeholders to ensure revenue and customer satisfaction goals are met. The Wealth Management Associate also ensures that the product supports the company’s overall strategy and goals.

Works well independently or within the team on special or ongoing projects exercising discretion and independent judgment, when needed, to successfully perform duties assigned. During periods of high workload, works with the Support Teams of BWM to assist in day-to-day processes, cross training, and procedure review to ensure efficient and effective coordination of resources.

ACCOUNTABILITIES:

+ Executes product management disciplines to assist in managing products.

+ Actively manages third-party service provider partnerships and provides escalation support and issue resolution.

+ Performs industry and competitor reviews and maintains pulse on financial industry landscape.

+ Defines, analyzes, and reports key customer and product performance metrics/trends; uses data to lead to solution modifications and/or enhancements that provide differentiating solutions.

+ Manages multiple approved projects or process improvements concurrently, coordinates cross-organizational and external resources to achieve project goals.

+ Assists in the development and management of new products and services for the Bank.

+ Collaborates with business line managers to determine business development plans that support the strategic direction of product(s).

+ Takes initiative on tasks and looks for ways to improve products and processes.

+ Seeks ways to build strong relationships across the organization and with third-party service providers.

+ Ensures that products support the company’s overall strategy and goals.

Customer Experience:

+ Provides the highest level of service, demonstrating You Matter More to both internal and external customers

+ Demonstrates ability to handle, resolve and work independently on more complex service matters

+ Assesses customer needs and delivers services or refers to other team members when appropriate.

Compliance and Control:

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

General:

+ Interacts harmoniously and effectively with others, focusing upon the attainment of bank goals and objectives through a commitment to teamwork.

+ Conforms to acceptable punctuality/attendance standards as expressed in the Employee Handbook.

+ Performs additional duties as requested.

Knowledge/Skills/Experience

+ Bachelor’s degree in business, finance or other related field desired

+ 3+ years’ experience in financial services desired

+ Creative thinker with strong analytical skills

+ Resourceful, flexible and a strong desire to be of service to clients

+ Excellent customer service skills

+ Demonstrated personal computer literacy

+ Strong multi-tasking and communications skills

+ Strong attention to detail and accuracy

+ Ability to work with little supervision.

+ Excellent communication skills, verbal and written

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 applications, 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.

At Bangor Savings, we understand the importance of continuing to nurture an internal culture of excellence for each of our employees. We offer internal and external training to assist our employees in realizing their career aspirations including internships, lateral training, management training, and tuition reimbursement.

We also offer a unique set of benefits designed to support our employees in living their best life and achieving their goals. Our holistic health and wellness programs allows each employee to customize their approach to well-being. And our pay, rewards, recognition, and incentive programs ensure that they are well-compensated for a job well-done.

At Bangor Savings Bank, the work our employees do each and every day allows us to deliver on our promise to make a difference in the lives of people in New England in a way that really matters.

Bangor Savings Bank provides equal employment opportunities to all applicants and employees without regard to race, color, religion, gender, sexual orientation, age, national origin or any other class protected under state or federal law and affirmatively seeks to advance the principals of equal employment opportunity. In addition, the Bank is committed to providing equal employment opportunities to qualified persons with disability, veterans, and/or disabled veterans. No question on this application is intended to secure information to be used for such discrimination, this application will be given every consideration, but its receipt does not imply that the applicant will be employed. This application will remain active for a period of 90 days. If, after such time, you still wish to be considered for employment, you must reapply. Bangor Savings Bank does provide workers compensation coverage for employees injured on the job. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.