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Private Client Officer
Private Client OfficerElements Financial • Indianapolis, IN, US
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Private Client Officer

Private Client Officer

Elements Financial • Indianapolis, IN, US
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  • [job_card.full_time]
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Job Description

Job Description

This is an exciting opportunity to join our high-growth Private Client team; but first, here is a little bit about Elements Financial :

WE MAKE MONDAYS MORE ENJOYABLE.

There are many ways to describe the Elements culture : fun, meaningful, supportive, and full of opportunities. See here for more information - https : / / www.elements.org / careers / our -culture /

Today we serve the employees of 150+ organizations around the U.S. We currently rank among the top 3% of credit unions nationally with 100,000+ members. We have the resources, staff, and expertise to support our members with unparalleled service and leading-edge technology.

Now let's get into this exciting role!

This is a hybrid role that requires some on-site work (inside our Indianapolis, Indiana office). In addition to the on-site duties, there are additional responsibilities that can be completed outside of the office, resulting in this being a hybrid role.

Elements Financial is a Best Place to Work because our employees are empowered to Be the Expert, Live the Purpose, and Grow the Business. Our Purpose is to Empower Members to Achieve Financial Success . This position assists our high-net-worth members by being a single point of contact for all financial needs. The role collaborates with other departments to provide our members with a concierge level experience.

You will learn how to be the expert to best serve our members :

  • Coordinate credit union services for members by cross-selling new products and services as appropriate.
  • Interview clients to determine financial position, resources, assets available to invest, financial goals, lending needs and client background.
  • Collect and analyze personal and business financials to determine solutions and advice for structuring deposit and lending transactions.
  • Advise members concerning business management and personal financial matters and build consistent and long-term relationships.

You will make a difference as you live out our purpose :

  • Work closely with other areas of the credit union being the primary liaison between the member and the rest of the organization.
  • Follow up with members on a regular basis through phone calls, emails and personal visits.
  • Prepare and deliver clear, effective and professional presentations to members and outside business partners.

    • You will continue to grow professionally :

  • Actively drive new business development for targeted client segment through internal and external referral sources.
  • Proactively work with members to identify additional needs-based solutions.
  • Develop and maintain high net worth client relationships for existing members in book of business.
  • Assure all transactions are in compliance with pertinent laws and regulations.
  • Maintain professional and community relations to increase the credit union’s visibility and new business opportunities, and to further personal development.

    • You will help grow the business :

  • Continue to develop knowledge of industry practices, products, and professional growth.
  • Participate in appropriate learning opportunities to maintain expertise.

    • Minimum Requirements :

  • Bachelor's degree from four-year College or University preferred.
  • Series 7 & 66 licenses and Indiana insurance license preferred.
  • A minimum of 3 years’ experience in financial services preferably with high-net-worth individuals.
  • Strong interpersonal, communication and presentation skills.
  • Ability to leverage skills, knowledge, and experience to invest in our community.
  • Ability to foster an inclusive environment that promotes belonging.
  • A focus on respect and excellent service to both external and internal (team) members.
  • A proven track record of integrity with a demonstrated ability to build trust.
  • A proven track record of quality loan growth and business development.
  • Position requires S.A.F.E Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
  • Demonstrate a proficient use of technology tools and possess knowledge of basic technology navigation skills.

    • Additional incentive compensation is earned in this role.

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