Senior Financial Consultant

Who are we?

For over 150 years, C&N has shared the values of our communities, local families and businesses, our employees and our shareholders.Living our values every day is what makes us different from other banks - teamwork, excellence, respect, responsibility & accountability, integrity, and having fun.From partnering closely with our customers and clients to help them identify and reach their life goals, to supporting our communities through our Giving Back, Giving Together initiative and making the best decisions for the long term of our shareholders, C&N is committed to being the only financial institution that our customers will ever need.

Who are you?

You will be responsible for the development of new business of regional Trust, Brokerage and Insurance activities and promotes financial services. You will also assume responsibility for ensuring the optimum efficiency and effectiveness of account and investment administration when applicable.

You will be responsible for:

Identifying and developing financial services prospects and contacts and recurring fee business and commission-based business consistent with goals established by the Division Manager. You will seek referrals of friends, relatives, neighbors, etc. during meetings with satisfied clients.

Promote financial services and products. Meet with centers of influence at least annually, as well as public speaking events, and participate in at least one community organization.

You will develop relationships with branch offices, and schedule meetings with key personnel to ask for referrals. You will also conduct brokerage training in each branch annually.

Provides investment management and basic retirement services

Manages and nurtures client relationships. Dependent upon account relationships, this may be accomplished with assistance of other personnel, and may be a face-to-face meeting, oral or written communication.

Reviews administrative and investment matters. Assures prompt, accurate and thorough administration of assigned accounts in accordance with current policies and procedures that are in place. Reviews governing instruments annually. Monitors additions to accounts and assures appropriate investment of same.

Keeps informed of financial services related developments and complies with policies, procedures, and laws. Obtains and maintains a professional designation that is job-related and in accordance with division's strategic plan. Attends applicable advanced professional-related schooling as deemed appropriate by management.

Requirements:

You will need a Bachelor's degree and 4-6 years of previous related experience and/or training

OR

an equivalent combination of education and experience.

Certifications required within 6 months of employment:

Series 63, 65 (or equivalent), and Series 7

Certifications required within 1 year of employment: PA Life and Health insurance license

You will demonstrate well-developed abilities and/or proven record of success in the following areas:

Drives Results Customer Focus Interpersonal Savvy Drives Vision & Purpose Instills Trust Action Oriented

Why C&N?

C&N is a team - people working together for a common goal - the success of our customers.

You will achieve & grow along with C&N customers,

You will develop & learn along with your teammates,

You will contribute & be rewarded along with our shareholders,

And you will share & celebrate along with our communities.

C&N's a total rewards package and a collaborative and supportive culture.The C&N workplace culture has been a repeat recipient of the NBRI Circle of Excellence award, acknowledging a strong culture created by our team for living our values every day.

In combination with a competitive salary, C&N also has a robust benefit offering, including:

Paid Time Off (vacation, personal, and sick, family sick and community service) 401(k) - pretax and ROTH eligible contributions with a safe harbor match Employee Stock Ownership Plan Health, dental, and vision coverage (including options that are 100% employer paid for employee only coverage) Health Savings Account Flexible Spending Accounts - Medical and Dependent Employer Paid Life Insurance Employer Paid Disability Coverage Many more voluntary? coverages to customize around your needs Education and development programs including Tuition reimbursement Support for personal and professional development

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) #J-18808-Ljbffr