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Jobs · Finance · North Carolina

Hybrid Wealth Banking Advisor

Accenture · Charlotte, NC · 2 wk ago
Finance$35–$45/hrContract

About the role

We are seeking qualified contractors to fulfill the role of a Wealth Banking Advisor in our market team. This role is committed to providing differentiated service and problem resolution experience to assigned clients via virtual delivery, such as telephone, email, chat, etc. The specialist will work in a complex, team-oriented, and fast-paced environment, acting as a liaison between clients, Wealth teams, and other internal partners to deliver a seamless and integrated servicing approach to high net-worth clients.

Responsibilities

  • Provide primary service and problem resolution support for Wealth clients and advisors via phone and electronic service requests
  • Gain proficient understanding of all banking products, processes, and programs, staying well-informed of any changes
  • Find specialized solutions for clients with more complex financial needs while remaining compliant with the existing branch operations manual, audit, and regulatory framework
  • Establish professional, ongoing working relationships with Wealth advisors and internal partners to meet the needs of clients
  • Execute day-to-day transactional needs of Wealth assigned clients with a focus on efficiency and accuracy, meeting specified service level agreements (e.g., transfers, overdrafts)
  • Facilitate wire agreements and time-sensitive wire requests for Wealth clients, requiring the ability to execute a complex process with high attention to detail
  • Enter and maintain accurate, detailed documentation for each client interaction, including final resolution within CRM/SalesForce.com
  • Uphold required performance standards (e.g., quality, productivity, behaviors)
  • Assist the Bank's Wealth division in reaching target Voice of Client (VOC) scores

Qualifications

  • Associate's degree in business, accounting, finance, banking, or equivalent education and related training
  • Retail Mass Market banking
  • Retail banking service experience
  • Minimum of 2 - 4 years of related client service experience (e.g., Retail Banking, Relationship Banking)
  • Preferred qualifications: Bachelor's Degree in Business, Accounting, Finance or Banking, Two or more years of related client service experience (e.g. banking, investment, financial planning), Proficiency in Client retail banking applications (e.g. Client Central, Salesforce)

Additional Information / Requirements

  • Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check
  • Banking and customer service relationship banking experience is a must-have
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
  • Hours of Operations: Monday – Friday 8:00 AM – 8:00 PM EST, Saturday – 9:00 AM – 5:00 PM EST (will work every six weeks), Hybrid Work Schedule: In office during training (~ 90 Days), After Training Completion: 3 Days in Office / 2 Days Work from Home

How to Apply

Please register and submit your resume at Avature Contractor Exchange. Qualified candidates will be contacted by Accenture’s Direct Sourcing team for initial screening, then by BCforward for next steps.

Compensation

The reasonable range of compensation BCforward expects to pay for this role is $35 – $45 per hour in California. BCforward offers a market competitive suite of benefits including but not limited to major medical, HSA, dental, vision, employer-provided group life, voluntary life insurance, short-term disability, long-term disability, and 401K.

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