Location: Joliet, IL
Company: Abri Credit Union
Banking jobs refer to positions within the financial services sector where individuals manage money, credit, and other financial transactions for clients. These roles include investment banking, retail banking, and wealth management among others. Some characteristics of banking jobs are their focus on financial analysis, risk management, customer service, and compliance with regulatory standards. These roles often require strong analytical skills, attention to detail, and a solid understanding of financial markets. Additionally, banking professionals must continuously adapt to evolving financial technologies and regulatory changes.
Banking jobs refer to positions within banks and financial institutions that deal with money management, investment services, and customer transactions. These roles can range from tellers and customer service reps to investment bankers and financial analysts. Key characteristics of banking jobs include a strong focus on accuracy, customer service, regulatory compliance, and oftentimes, a fast-paced environment. Employees in the banking sector typically need strong numerical skills, attention to detail, and the ability to understand complex financial products and services. With the rise of fintech, banking jobs are also evolving to include more technology-driven positions.
respond to all requests in a professional manner. Maintain customer confidence and protect bank operations by keeping information confidential. Education Requires High School diploma. Previous banking experience preferred. Requires knowledge of Microsoft Office.
Qualifications Knowledge of: Strong interpersonal, written and verbal communication skills Strong organizational skills Basic knowledge of web browsers and mobile devices Ability to: Analyze and solve problems efficiently and accurately Maintain mental concentration and visual attention to detail Effectively manage time Multi-task Work independently and in a team environment Express desire and show willingness to
assist customers Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence.
Busey is an Equal Opportunity Employer including Disability/Vets. Visit to learn more about Busey's Equal Opportunity Employment.
structure may vary for the WA role based on Regional needs; a WA can report to a Market or Regional President and in some instances, a Managing Director, Director or a WA II. Additional Duties: Act as the primary relationship manager for a book of clients.
Frequently meet with clients; formulate the appropriate actions necessary to help the client and enhance their relationship with Busey. Actively drive new sales opportunities. Attend discovery/needs-based sales training. Serve as resource for the team and act as a project leader from time to time. Administer accounts in a manner that ensures smooth operational compliance with relevant governing instruments, legal requirements, and business
line policies and procedures yet ensures a high level of client service. Complete mandatory account reviews for the assigned accounts. Actively make client recommendations consistent with the client's financial plan and Investment Policy Statement.
Meet and communicate with clients, including a review of the client's investment strategy and financial plan, on a regular basis. Provide high level service to clients, beneficiaries, advisors, and other related parties to assigned accounts. Escalate issues to the appropriate parties. WHAT YOU'LL BRING The Wealth Advisor will manage and develop a designated book of Wealth Management Clients, ranging from high-net-worth individuals and families
to institutional clients such as foundations and endowments.
The Wealth Advisor will work with and coordinate the efforts of our experienced Investment Team, Financial Planning and Tax Specialists, Estate Planning, Portfolio Management, and Client banking services to create comprehensive financial strategies and solutions to help clients achieve their desired objectives over their lifetime. The Advisor will actively pursue opportunities to acquire new business - both in securing additional assets from existing clients as well as seeking new high-net-worth client opportunities. Client accounts will be monitored and serviced daily to ensure smooth operations and adherence to firm policies and procedures.
Knowledge of: Strong oral and written communication skills Strong sales and client service skills Wealth Management Services including Investments, financial planning, banking and trust concepts including asset allocation, and basic trust and estate procedures A fiduciary approach to managing client relationships Ability to: Develop and manage client relationships at an advanced level Make independent decisions Respond timely to client needs and requests Partner with other associates on the team in a collaborative and client-focused manner Understand and think strategically about each client's financial planning Analyze and interpret numerical data 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 Analyze and interpret general business periodicals, professional journals, technical procedures, and governmental regulations Perform duties under frequent time pressures The Wealth Advisor II is for those Advisors managing or having the ability to source larger books of business that bring in substantial revenue.
WHY IT MATTERS The Wealth Management team exhibits a foundation of knowledge and resources to serve the unique financial needs of our customers, whatever they might be. With Service Excellence at the heart of everything they do, the members of this team are critical thinkers that value the relationship Busey holds with both our customers and Investors - providing them with trusted advice and tailored solutions. EDUCATION AND TRAINING Requires Bachelor's degree in Business or Finance or commensurate wealth management or financial services experience with high net worth clients Certified Financial Planner designation is preferred Must be in good standing with First Busey Corporation continuing education.
On-going development and broadening of appropriate knowledge and skills; additional education will need to be successfully completed. Requires knowledge of standard business systems, including but not limited to, Trust Accounting systems, Microsoft Office Suite Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence.
Busey is an Equal Opportunity Employer including Disability/Vets. Visit to learn more about Busey's Equal Opportunity Employment.
needs-based opportunities and make sales referrals to all areas of the corporation to meet customers' financial needs. Perform basic teller transactions. Make referrals to Bankers. Balance cash drawer on a daily basis. Scan work for image branch capture.
Education and Training Requires High School diploma. Requires previous banking and/or sales experience. Requires knowledge of Microsoft Office. Qualifications Knowledge of: Strong sales and customer service skills Strong oral and written communication skills Basic math and accounting functions Ability to: Accurately count money Perform duties and make decisions under frequent time pressures Stand for extended periods of time
Lift 50 pounds Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence.
Busey is an Equal Opportunity Employer including Disability/Vets. Visit to learn more about Busey's Equal Opportunity Employment.
