Responsible for sales and implementation of wealth management services including investments, banking, trust and estate products to core clients.
Lead service team to ensure client satisfaction and service quality according to Busey Promise.
Effectively manage client relationships.
Motivate Associates to consult with clients regarding legal, tax, investment, financial planning, and general administration of their accounts, specifically guided by the Client Engagement Model.
Stimulate the development of appropriate individualized investment programs for clients, including partnering with the in-house investment team to ensure appropriate investments on an ongoing basis.
Develop a sustainable new business program through implementation and inspection of calls, visits, and outside contacts within the community/branch market for membership in the Private Client program and other lines of business.
Maintain relationships with private wealth management clients who do not have an existing relationship with either Busey Wealth Management or Business Banking and serve as support to relationships that currently do exist within other departments.
Plan and implement client recognition and prospecting events at the team level.
Participate in community activities and organizations to enhance the Wealth Management's community image.
Stay informed of all Bank and Wealth Management policies and applicable state and federal regulations.
Education and Training
Requires a four-year college degree and preferably completion or enrollment in desirable wealth management designations, including MBA, CFP, CFA, and/or CPA.
Requires experience or demonstrated understanding of wealth management solutions including investments, banking and trust concepts including, but not limited to asset allocation, portfolio reviews, basic estate planning, retirement plans, insurance and identification/implementation of additional wealth planning opportunities.
On-going development and broadening of appropriate knowledge and skills.
Strong sales and client service skills
Strong oral and written communication skills
Proven sales success including: prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
Strong relationship management and team building skills
Make independent decisions
Analyze and interpret general business periodicals, professional journals, technical procedures, and governmental regulations
Analyze and solve problems that frequently involve decisions based on a wide knowledge of many factors where application of advanced technical concepts is predominantly required
EOE of Minorities/Females/Vets/Disability
Internal Number: MANAG01156
As of June 30, 2019, First Busey Corporation (Nasdaq: BUSE) was a $9.61 billion financial holding company headquartered in Champaign, Illinois.
Busey Bank, a wholly-owned bank subsidiary with total assets of $7.66 billion as of June 30, 2019, is headquartered in Champaign, Illinois and has 44 banking centers serving Illinois, 13 banking centers in the St. Louis, Missouri metropolitan area, five banking centers serving southwest Florida and a banking center in Indianapolis, Indiana. Through the Busey Wealth Management division, the Company provides asset management, investment and fiduciary services to individuals, businesses and foundations. As of June 30, 2019, assets under care were approximately $7.47 billion. Busey Bank owns a retail payment processing subsidiary, FirsTech, Inc., which processes approximately 28 million transactions per year using online bill payment, lockbox processing and walk-in payments at its 4,000 agent locations in 43 states. More information about FirsTech, Inc. can be found at firstechpayments.com.
Busey Bank was named among Forbes' 2019 Best-In-State Banks—one of five in Illinois and 173 from across the country, equivalent to 2.8% of all banks. ...Best-In-State Banks are awarded for exceptional customer experiences as determined by a survey sample of 25,000+ banking customers who rated banks on trust, terms and conditions, branch services, digital services and financial advice.
TheBANK of Edwardsville, a wholly-owned bank subsidiary of the Company with total assets of $1.95 billion as of June 30, 2019, is headquartered in Edwardsville, Illinois and has 19 banking centers. Through TheBANK of Edwardsville Wealth Management division, the Company provides asset management, investment and fiduciary services to individuals, businesses and foundations. As of June 30, 2019, assets under care were approximately $1.50 billion.
For more information about us, visit busey.com and 4thebank.com.