Seasonal Associate Wealth Management

Alpine Bank · Glenwood Springs, CO · 4 wk ago

Sales$20.5–$25.5/hrPart-time

Establishes a working relationship with internal team members through effective communication.
Develops industry foundation using available training programs and tools.
Gains understanding of Alpine Bank Wealth Management products and services.
Provides support to internal staff, such as applying academic techniques for investment analysis, preparing and reviewing reports/meeting materials, scheduling meetings, data entry, shadow meetings, etc.
Uses software applications to accomplish daily tasks with minimal errors.
Initiates communication with clients and prospects to gather information needed to resolve concerns.
Gains knowledge of the market, competition, profitability, and aligns department work with strategic goals.

Knowledge of critical thinking and problem-solving skills.
Good time management skills.
Ability to manage multiple tasks in a fast-paced environment.
Customer service-oriented individual.
Good written and verbal communication skills.
Ability to work as a team player.
Intermediate mathematical skills.
Understanding and application of banking and wealth management compliance regulations.
Understanding how to identify and make recommendations to address problems.
Proficiency in Microsoft Office programs, including, but not limited to, Excel, Word, and Outlook.
Bilingual abilities are a plus.
Ability to maintain confidentiality.

A High School Diploma or General Educational Diploma (GED) equivalency required.
A Bachelor's Degree (B.A) in Finance, Accounting, or Business Administration required, either in process or complete.

Basic knowledge of wealth management and an understanding of financials preferred.

Working Environment: Professional office environment.
Physical Activities: Prolonged periods of standing and/or sitting. Ability to function in a fast-paced environment. Occasional travel to branch locations may be necessary.

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