ERIEBANK
Description
Wealth Partner Associates are dedicated to providing outstanding personalized service to their clients through the bank's premiere financial services. 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.
Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.
KEY RESPONSIBILITIES
Collaborate with Wealth Partner Officer to identify sales opportunities
Nurture relationships with current customers of the Wealth Partner
Perform accurate reviews and research on customer accounts.
Assist Wealth Partner with implementing plans for customers and prospects.
Prospect new business within the branch network
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:
Respect
- Maintain a culture of teamwork, collaboration and client focus by respecting all aspects of clients and co-workers Client Focus
- Focusing on providing exceptional customer experience. Inclusion
- Including all colleagues to ensure diverse thoughts are incorporated implemented processes and procedures 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 : Demonstrate ability to positively influence others to achieve Integrity : Strong business ethics and honest behaviors Collaboration : Positively works with others to produce excellent results Volunteerism : A recognized and visible presence in serving our communities 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 : Personal responsibility for assigned areas and actions Innovation : Applies creative thinking and forward-looking solutions to drive continuous improvement and adapt to evolving challenges Professionalism : Reflects skill, good judgment, and positive conduct POSITION LEVEL(S) EXPECTATIONS Obtain SIE, Series 7, 66 and State Life, Accident and Health insurance exams within 6 months Must receive a 3.5 or higher on annual review to be considered for a Wealth Partner position 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. FINRA Series 7 and 66 licenses plus State Life & Health license are preferred and may be required within 180 days. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions! 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. Prior experience or the ability to learn core systems, specifically MS Word, Excel and Power Point. MATHEMATICAL SKILLS:
Ability to add, subtract, multiply, and divide in all units of measure. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. 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. May be required to lift 30 pounds in weight. Ability to travel on occasion to all market areas 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 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 Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion. https://mandatoryview.com/?LicenceId=5a7398f0-7edb-4cb7-a02b-518dcfa222fa&ProductType=IntranetLicense&SubType=PG
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- Maintain a culture of teamwork, collaboration and client focus by respecting all aspects of clients and co-workers Client Focus
- Focusing on providing exceptional customer experience. Inclusion
- Including all colleagues to ensure diverse thoughts are incorporated implemented processes and procedures 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 : Demonstrate ability to positively influence others to achieve Integrity : Strong business ethics and honest behaviors Collaboration : Positively works with others to produce excellent results Volunteerism : A recognized and visible presence in serving our communities 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 : Personal responsibility for assigned areas and actions Innovation : Applies creative thinking and forward-looking solutions to drive continuous improvement and adapt to evolving challenges Professionalism : Reflects skill, good judgment, and positive conduct POSITION LEVEL(S) EXPECTATIONS Obtain SIE, Series 7, 66 and State Life, Accident and Health insurance exams within 6 months Must receive a 3.5 or higher on annual review to be considered for a Wealth Partner position 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. FINRA Series 7 and 66 licenses plus State Life & Health license are preferred and may be required within 180 days. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions! 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. Prior experience or the ability to learn core systems, specifically MS Word, Excel and Power Point. MATHEMATICAL SKILLS:
Ability to add, subtract, multiply, and divide in all units of measure. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. 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. May be required to lift 30 pounds in weight. Ability to travel on occasion to all market areas 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 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 Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion. https://mandatoryview.com/?LicenceId=5a7398f0-7edb-4cb7-a02b-518dcfa222fa&ProductType=IntranetLicense&SubType=PG
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