Location: Worthington,OH, USA
Wealth Partners are dedicated to providing outstanding personalized service to their clients through the bank's premiere financial services. They cater to the customer with a focus on growing and protecting the client's assets and seek to make a positive impact on the communities in which they live and work.
Below is a list of essential job functions. Additional responsibilities may be assigned in the position.
Essential Job FunctionsTo perform this job successfully, an individual is required to perform each crucial job requirement satisfactorily and a skills inventory is listed below:
Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to write speeches and articles for publication that conform to prescribed style and format. Ability to effectively present information to top management, public groups, and/or boards of directors. Ability to communicate clearly with clients verbally and in writing and have confidence in distilling sophisticated topics into easy-to-understand summaries for clients who may not have a lot of knowledge in the areas in which they are seeking advice.
Technology SkillsAbility to utilize telephone systems and possesses basic digital literacy including email, internet, and intranet. Prior experience or ability to learn any computer programs pertinent to performing job duties.
Mathematical SkillsAbility to apply concepts such as fractions, percentages, ratios, and proportions to practical situations. Ability to perform basic finance and accounting concepts and calculations.
Reasoning AbilityAbility to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
Physical Demands and Work EnvironmentThe physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. This position operates in a professional office environment with considerable time spent at a desk using office equipment such as computers, phones, and printers. Noise level is moderate with constant communication and interactions. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite.
BenefitsEligibility requirements apply.
Equal Opportunity Employer/Affirmative Action: Minority, Female, Veteran, Persons with Disabilities
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