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Private Client Services Relationship Manager

Farmers National Bank of Canfield

Pittsburgh, PA

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JOB DETAILS
SKILLS
Accounting, Analysis Skills, Banking Services, Business Administration, Business Loans, Business Solutions, Certified Financial Planner (CFP), Commitment Letter, Consumer Loans, Credit Analysis, Credit Risk, Cross-Selling, Customer Relationship Management (CRM), Customer Service Management, Customer Support/Service, Customer/Client Research, Finance, Financial Planning, Insurance Sales, Investment Services, Maintain Compliance, Past Due Accounts, People Management, Private Client Services, Problem Solving Skills, Regulations, Relationship Management, Risk, Risk Management, Sales, Sales Presentation, Sales Proposals, Series 6, Series 7, Wealth Management
LOCATION
Pittsburgh, PA
POSTED
30+ days ago
Reference #: PRIVA002173
Description
SUMMARY: This role is responsible for sourcing, developing and maintaining long-term relationships between the Bank and affluent clients.  These relationships will be developed by providing sound financial advice regarding a client's personal finances as well as for their business finances.  Relationship Managers will be expected to research, evaluate and recommend various financial instruments, such as Trust, Investment or other Banking products and services, for use by clients to help them achieve their financial goals.
ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following:
Generate new business relationships for the Bank by using existing centers of influence, or by establishing new centers of influence
Recommend and sell various Banking, Trust or Investment products and services to existing and new clients. Correctly determine product/service fit and acceptability for clients
Develop detailed financial plans for the clients and their businesses as necessary
Identify and refer insurance sales opportunities as appropriate
Will assist clients in recognizing and understanding the tax impact of certain situations and decisions
Analyze credit needs of clients and propose both consumer loan and business loan solutions
Analyze the credit-worthiness of both consumer and commercial borrowers and make sound recommendations for extending credit
Monitor client portfolio for risk and address developing situations quickly and appropriately to protect both the client and the Bank
Manage risk and delinquencies to the established levels of acceptability for the Bank
Work closely with clients to analyze long term and short term financial goals of each client
Assisting clients with the development of sound financial plans for personal and commercial goals
Partner with different lines of business representatives throughout the company to cross-sell products and services need by our clients
Maintain portfolio delinquency at levels acceptable to management
Supervise administrative staff supporting Private Client
Serve on internal committees as required
Interact with operational and technical areas to resolve problems
Adhere to all appropriate service standards
Draft sales proposals, commitment letters, and make sales presentations to clients and prospects
Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations.
Regular, predictable attendance is an essential requirement of this position
EDUCATION and/or EXPERIENCE:
Bachelor's degree in Business Administration, Finance or Accounting (CFP or CTP designation preferred)
Minimum of 5 years experience managing the relationships of affluent clients
Proven knowledge of basic economic principles for foundation of providing sound wealth management advise
Strong knowledge of Trust, Banking and Investment products and services
Proven ability to evaluate credit worthiness of both individuals and commercial entities
Series 6 and Series 7 designation preferred but not required
E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.
Qualifications
Education
Bachelors of Business Administration (required)
Licenses & Certifications
Cert Financial Planner (preferred)
Skills
Private Client Services (required)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. 
For further information, please review the  notice from the Department of Labor.
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran

About the Company

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Farmers National Bank of Canfield