Private Wealth Specialist Team Lead

FIRST BUSINESS BANK • Madison, WI • 4h ago

JOB REQUIREMENTS: Description Position at First Business Bank Join us
today as the Private Wealth Specialist - Team Lead! First Business Bank
is a Top Workplaces USA company, learn morehere. At the heart of First
Business Bank, we believe success comes down to putting people first.
Our people are our priority - they embody ambition, experience, and
client focus. The result is extremely engaged employees who provide
unmatched client satisfaction. With comprehensive total rewards to
support our team members, a commitment to valuing each other\'s
differences, and a focus on improving our communities, we are confident
you\'ll find the experience is your advantage. We\'re delighted you\'re
considering joining us! Work Model: Hybrid, 3 days per week at our
Madison, WI or Brookfield office Overview: We are seeking an experienced
and service-oriented Private Wealth Specialist Team Lead to lead our
team of Private Wealth Relationship Specialists. This is a hands-on
leadership role that combines team management, workflow oversight, and
direct support of client service activities. As a player-coach, you will
help ensure our clients receive a seamless, high-touch experience while
empowering your team to deliver exceptional service and operational
excellence. In this role, you will serve as the central point of
leadership for relationship support, client onboarding coordination,
trust administration support, workflow management, and service
execution. You will work closely with Advisors, Relationship Managers,
Operations, and Trust leadership to ensure client needs are met
accurately, efficiently, and with a strong commitment to quality.
Essential Responsibilities of the Private Wealth Specialist Team Lead:
Lead and Develop a High-Performing Team Coach, mentor, and develop a
team of Client Relationship Specialists supporting Private Wealth
clients. Conduct regular one-on-one meetings focused on performance,
development, and career growth. Provide day-to-day guidance, prioritize
workloads, and serve as a subject matter expert for client service and
operational processes. Support onboarding and ongoing training to ensure
team members have the skills and knowledge needed to succeed. Drive an
Exceptional Client Experience Foster a culture of proactive, responsive,
and relationship-focused client service. Establish and monitor service
standards for communication, responsiveness, follow-through, and issue
resolution. Act as an escalation point for complex service requests and
client concerns. Partner with Advisors and Relationship Managers to
ensure a consistent experience throughout the client lifecycle. Oversee
Workflow Management and Service... For full info follow application
link. We are an equal employment opportunity employer. All qualified
applicants will receive consideration for employment without regard to
race, color, religion, gender, national origin, disability status,
protected veteran status or any other characteristic protected by law.
*** APPLICATION INSTRUCTIONS: Apply Online:
ipc.us/t/37236EC83B0E4958

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