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Private Wealth Specialist

First Business Bank

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Description

position at First Business Bank

Join us today as the Private Wealth Specialist!
First Business Bank is aTop Workplaces USA company, learn morehere.
At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority – they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other’s differences, and a focus on improving our communities, we are confident you’ll find the experience is your advantage. We’re delighted you’re considering joining us!
Work Model: Based out of our Brookfield, WI location and onsite 5 days per week, 8am-5pm.
OVERVIEW
The Private Wealth Specialist supports Trust & Investment and Private Banking teams by helping manage client accounts and providing high-quality service. This role works closely with internal partners and clients to ensure smooth account administration, onboarding, and ongoing support. The position also serves as a key contact for clients, vendors, and advisors, helping maintain strong relationships and efficient operations.
Specifically, as the Private Wealth Specialist you will:

  • Client Service Excellence: Provide a high level of personal service to internal and external clients. Respond to daily inquiries and partner with Wealth Advisors to ensure client needs are met.
  • Loan Processing: Manage new Private Wealth loan requests, renewals, and modifications. Support loan maintenance, reporting, and proposal preparation in collaboration with the Director of Private Banking & Client Services.
  • Deposit Account Management: Coordinate onboarding and maintenance of Private Wealth deposit accounts, including documentation, information gathering, and product setup.
  • Office & Client Support: Partner with the Client Services team to assist with phone coverage, greeting clients, cash handling, and notary services.
  • Meeting Coordination: Schedule client meetings and pre-call planning sessions. Prepare meeting materials and assist with logistics. Attend client meetings as directed by Wealth Advisors.
The successful candidate should have:
  • Associate’s degree in business related field or equivalent work experience
  • Consumer loan documentation experience highly desired
  • Superior customer service skills
  • Demonstrated aptitude and curiosity for technology and systems, including emerging tools such as AI; ability to quickly learn, adapt, and leverage digital solutions to drive efficiency and innovation.
  • Must type proficiently with a high degree of accuracy.
  • Excellent interpersonal skills and written and verbal communication skills.
  • Ability to handle pressure of meeting deadlines.

Experience the Total Rewards Great People Deserve

As a recognized Top Workplace, we know taking care of our employees and their families directly impacts their success and the success of our company. As part of the Total Rewards package, we take pride in offering eligible employee benefits which include:

  • Comprehensive Health, Dental, and Vision plans
  • Competitive compensation, with a focus on professional development and internal mobility
  • Paid vacation time (15 days minimum per year)
  • Paid sick leave (6 days per year)
  • 1 day paid volunteer time
  • 10 paid holidays (annually)
  • Paid parental leave
  • 401(k) program with company matching, plus additional profit sharing contribution
  • Performance based annual incentive program
  • Free and confidential Employee Assistance Program
  • Wellness programs
  • education Assistance Program
  • Employee Stock Purchase Program
  • Plus many other perks and benefits!

Compliance Statement

First Business Bank participates in the E-Verify program. Know Your Right to Work English and Spanish.

First Business Bank is an Equal Opportunity Employer, including Veterans and Individuals with Disabilities.

If you require a reasonable accommodation for any part of the employment process, please email [emailprotected].

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.

 

To help us track our recruitment effort, please indicate in your cover/motivation letter where (usajobvacancies.com) you saw this job posting.

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