ERIEBANK, Private Client Relationship Manager

Holiday Financial Services Corporation; Erie (Erie County); Presencial; USD 90.000 - 150.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401K match

Paid Time Off

Holidays

Descripción de la vacante

CNB Bank's Private Client Relationship Manager role leads wealth management, trust, banking, and financial planning for families and institutions with discretion and professionalism.

The position requires strong collaboration with all lines of business and a focus on CNB Bank's most affluent clients. Travel to market areas is required occasionally, with a commitment to community service and ethical standards.

Formación

• Language skills: read, comprehend, and interpret documents; effective written and verbal communication.
• Technology skills: digital literacy including email, internet, intranet; proficient with MS Word, Excel, PowerPoint.
• Mathematical skills: analyze economic data; explain data to clients.
• Reasoning ability: follow instructions; solve multi-variable problems.
• Physical demands and work environment: office setting; travel occasionally.

Responsabilidades

• Lead wealth management and private banking relationships for affluent clients.
• Advise on wealth management, asset preservation, financial planning, and trust structures.
• Position bank products to clients: investments, accounts, credit products, life insurance, and retirement vehicles.
• Partner with commercial banking to identify new clients.
• Stay informed on financial markets and communicate macroeconomic data to clients.

Conocimientos

Language skills

Technology skills

Mathematical skills

Reasoning ability

Educación

Bachelor's degree

Advanced degree preferred

Herramientas

MS Word

Excel

PowerPoint

Descripción del empleo

Description

The Private Client Relationship Manager leads the execution of wealth management, trust, banking, and financial planning strategies for families and institutional clients. This individual will show strong independence, a desire to collaborate with all lines of business at CNB Bank and showcase strong ability to service to the banks most affluent clients with discretion and professionalism.

Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.

KEY RESPONSIBILITIES

• Responsible for leading and managing the wealth management and private banking relationship for bank's most affluent clients.
• Advises clients and prospects on wealth management, preservation of assets, financial planning, and various trust structures.
• Ability to discuss and position bank products to prospective and current clients: investments, checking/savings options, consumer credit products, life insurance strategies, investment secured lending programs, and retirement savings vehicles.
• Partners with CNB's commercial banking teams to identify potential new clients.
• Deep knowledge of the financial markets and the ability to articulate macroeconomic data to affluent clients and institutions.

ATTITUDES

Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating:

• Build strong relationships with internal partners from all areas of the bank.
• Active in community service.
• Ability to adapt to changing business and economic environments.
• A strong desire to represent all aspects of CNB Bank and its divisions.

BEHAVIORS

Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating:

• Leadership among teammates
• Integrity both with clients and colleagues
• A desire to collaborate and secure new business
• Volunteerism in each of the communities we serve

COMPETENCIES

Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating:

• Accountability to financial goals and business unit plans
• Innovation withing job description
• Professionalism in all aspects of work life

SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES

Actively engages in continuing education and follows market trends and client behaviors in all areas of wealth management.

Requirements

QUALIFICATIONS, EDUCATION, & EXPERIENCE

To perform this position successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. A bachelor's degree in Finance, Economics, Business Administration, Accounting, Marketing, or related field from an accredited institution is preferred MA, MBA, MS, JD candidates strongly considered. A background screening will be conducted.

• LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and effectively.
• TECHNOLOGY SKILLS: Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Ability to use MS Word, Excel, PowerPoint and other systems required.
• MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure. Ability to understand economic data and statistics along with the ability to articulate this information to our prospective and current clients.
• REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve challenging problems involving several variables in a standardized situation.
• PHYSICAL DEMANDS AND WORK ENVIRONMENT: The 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 position.

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 with others. Ability to travel on occasion to all market areas and occasionally outside of home market to attend seminars, training sessions as dictated by bank management and client needs.

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

DISCLAIMER

This job description is not an exclusive list of responsibilities and duties. They may change at any time without notice.

BENEFITS

• Medical, Dental, Vision & Life Insurance
• 401K with company match
• Paid Time Off & Recognized Holidays
• Leave policies
• Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
• Employee Assistance Program
• Employee Health & Wellness Program
• Special Loan and Deposit Rates
• Gradifi Student Loan Paydown Plan
• Rewards & Recognition Programs and much more!

Eligibility requirements apply.

ERIEBANK is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affiantive Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion.

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