ERIEBANK, Wealth Partner Team Lead

Job Description

Job Description

Description :

The Wealth Partner Team Leader provides outstanding personalized service to their clients through the bank’s premiere financial services. They are responsible for leading their team to achieve long term growth, provide clients a great experience, and contribute to corporate level initiatives such as training, marketing and business program development. They cater to the customer with a focus on growing and protecting the client’s assets and seek to make a positive impact on the communities in which they live and work.

KEY RESPONSIBILITIES

• Work closely with Retail Management to ensure that branch customers with investment needs are being introduced properly to Wealth Partners
• Collaborate with Commercial Lending & Treasury Management on identifying prospects.
• Generate new recurring fee and commission relationships to lead divisional team to achieve its revenue targets
• Manage multiple Wealth Partners in a bank division. This includes monitoring pipeline activities, overseeing annual and semi-annual performance reviews, regular one-on-one conversations and keeping the Director of Business Development apprised of any business issues.
• Adhere to the complexity of FINRA guidelines and bank compliance.
• Establish additional processes and procedures that align with corporate goals and initiatives

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 :

BEHAVIORS

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

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 :

SUPERVISORY RESPONSIBILITIES (If applicable)

Supervisor drives strategic success from encouraging transparency, maintaining a focus on shared organizational goals, and making time for professional development. Supervisors are expected to hold regular one-on-ones with direct reports to provide them with an invaluable chance to align goals, offer guidance, and foster growth within their teams.

SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES

Actively participate in expanding skill sets and career paths by attending training programs, workshops, certifications, and educational resources relevant to the role. Set stretch assignments and cross functional opportunities that foster growth and learning.

Requirements :

QUALIFICATIONS, EDUCATION, & EXPERIENCE

To perform this job successfully, an individual is required to perform each crucial job requirement satisfactorily and a skills inventory is listed below : 4-year degree in related field or equivalent combination of education and / or experience. Minimum of 7 years’ experience in Wealth Management or a related field required. 10+ years’ worth of wisdom in banking, financial services preferred. Prior sales and new business development experience required. Management and recruiting of team members will be required over time. Proven experience advising clients of investments, pre- and post-retirement, education funding, and financial planning. CFP or similar professional designation preferred. A background screening will be conducted.

FINRA Series 7 and 63 licenses plus Series 65 or 66, plus NY Life & Health license are preferred, but not required. A criminal background check will be conducted.

This position operates in a professional office environment with 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. May be required to lift 30 pounds in weight. Ability to travel to all market areas for client meetings and attend seminars or training sessions offsite.

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

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 Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion.

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