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1st Source Bank · 2 months ago

Wealth Advisory Services Development Participant, South Bend, IN

South Bend, Indiana, United States

Full-time

Onsite

New Grad

1st Source Bank is looking for a Wealth Advisory Services Development Participant to transition through various departments as part of a specified curriculum. The role involves completing training, learning staff functions, and observing experienced staff to acquire the necessary skills for performance in the Wealth Advisory Services area.

BankingFinanceFinancial Services

Responsibilities

Completes all assigned training, receiving a passing score on all exams

Learns staff functions, operations, management viewpoints and company policies and practices that affect each phase of business

Completes licensing and designation requirements as assigned per department

Observes experienced staff to acquire knowledge of methods, procedures, and standards required for performance of departmental duties

Works with the Manager, Employee Engagement and Talent Development to set goals and objectives for first year

Regular and predictable attendance is an essential requirement of the position

Responsible for the completion of all compliance training related to the position

Must understand all applicable laws and regulations that apply to the position and comply with the requirements

Monitors performance progress with management and key trainers

Performs all other duties as assigned

Qualification

LicensingDesignationAnalytical skillsPresentation skillsMicrosoft WordMicrosoft ExcelWritten communicationVerbal communicationInterpersonal skills

Required