Wealth Advisory Services Development Participant, South Bend, IN

1st Source Bank-posted about 2 months ago
Full-time • Entry Level
South Bend, IN
1,001-5,000 employees
Credit Intermediation and Related Activities
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Transitions through departments on a specified curriculum designed by the department to provide an overview of the Wealth Advisory Services development participant role, meets with department managers and staff throughout the curriculum, and observes and learns new skills.

  • 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.
  • Strong written, verbal, analytical and presentation skills.
  • Ability to interact effectively with a wide range of staff throughout the company.
  • Good PC skills--proficiency in Microsoft Word and Excel essential
  • Bachelor's Degree required.
  • Ability to travel to all locations as well as ability to travel overnight, as needed for meetings, projects, seminars, etc.
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