Private Wealth Specialist Team Lead

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