CNB Bank, Private Client Relationship Manager

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.