New

Private Wealth Specialist

First Business Bank
parental leave, paid holidays, sick time, 401(k), profit sharing
United States, Wisconsin, Brookfield
17335 Golf Parkway (Show on map)
Nov 07, 2025
Description Position at First Business Bank Join us today as the Private Wealth Specialist! First Business Bank is aTop 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:Based out of our Brookfield, WI location and onsite 4 days per week, 8am-5pm with the ability to work remotely 1 day per week. OVERVIEW The Private Wealth Specialist supports Trust & Investment and Private Banking teams by helping manage client accounts and providing high-quality service. This role works closely with internal partners and clients to ensure smooth account administration, onboarding, and ongoing support. The position also serves as a key contact for clients, vendors, and advisors, helping maintain strong relationships and efficient operations. Specifically, as the Private Wealth Specialist you will: Trust & Investment Support Assist Trust and Wealth Advisors with client relationships and account needs. Prepare materials for client meetings and onboarding. Research transactions and policies. Provide direct client support when Advisors are unavailable. Help coordinate client events. Private Banking & Client Services Deliver excellent client service and resolve issues. Manage paperwork and procedures for new accounts and client requests. Collaborate with internal teams to support banking needs and loan processing. Serve as a backup for teller services and greet clients as needed. Account Administration Support clients with account setup, maintenance, and cash movement. Answer questions about accounts and procedures. Ensure timely processing of disbursements and standing instructions. Help clients with online access and troubleshooting. The successful candidate should have: Associate's degree in business related field or equivalent work experience Consumer loan documentation experience highly desired Superior customer service skills Demonstrated aptitude and curiosity for technology and systems, including emerging tools such as AI; ability to quickly learn, adapt, and leverage digital solutions to drive efficiency and innovation. Must type proficiently with a high degree of accuracy. Excellent interpersonal skills and written and verbal communication skills. Ability to handle pressure of meeting deadlines. Experience the Total Rewards Great People Deserve As a recognized Top Workplace, we know taking care of our employees and their families directly impacts their success and the success of our company. As part of the Total Rewards package, we take pride in offering eligible employee benefits which include: Comprehensive Health, Dental, and Vision plans Competitive compensation, with a focus on professional development and internal mobility Paid vacation time (15 days minimum per year) Paid sick leave (6 days per year) 1 day paid volunteer time 10 paid holidays (annually) Paid parental leave 401(k) program with company matching, plus additional profit sharing contribution Performance based annual incentive program Free and confidential Employee Assistance Program Wellness programs Education Assistance Program Employee Stock Purchase Program Plus many other perks and benefits! Compliance Statement First Business Bank participates in the E-Verify program. Know Your Right to Work English and Spanish. First Business Bank is an Equal Opportunity Employer, including Veterans and Individuals with Disabilities. If you require a reasonable accommodation for any part of the employment process, please email [emailprotected].