CNB Bank, Private Client Relationship Manager

CNB Bank•State College, PA

1d•Onsite

About The Position

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.

Requirements

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.
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.
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.
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.
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.

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.
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.
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
Accountability to financial goals and business unit plans
Innovation withing job description
Professionalism in all aspects of work life
Actively engages in continuing education and follows market trends and client behaviors in all areas of wealth management.

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