Wealth Solutions Specialist

Provide exceptional brand experiences for our wealth members or a prospecting member with householded assets of $25K or less by utilizing knowledge to deliver value-added advice and financial planning services to members. Act as primary resource for account openings. Maintain a high profile and image as the financial institution of choice in the community of the branch by establishing member client and non-member client relationships and business contacts. Complete all administrative duties accurately and as per required timelines – “first time right”.

Differentiating Accountabilities

• Build value-added relationships with both members and non-members to promote PenFinancial as a financial institute of choice with the community. Act as the primary resource for opening new small wealth accounts and effectively match appropriate services to member client needs. Keep a watch for opportunities to promote...

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