Wealth Management Professional
3 weeks ago
At CNB Bank, we are seeking a skilled Wealth Management Professional to join our team. As a key member of our wealth management team, you will be responsible for providing exceptional personalized service to our clients through our premiere financial services.
This role is ideal for individuals who have a passion for delivering outstanding customer experiences and are committed to helping our clients achieve their financial goals.
Key Responsibilities:
- Provide enhanced client service by discovering customer needs, developing solutions, and implementing plans to exceed customer expectations.
- Foster a positive culture by possessing a positive demeanor in managing change, working and communicating with others, and adhering to policies and procedures under customer service standards.
- Embrace technology and change by continually evaluating processes and procedures to effectively use technology for efficiencies and accuracy.
Requirements:
- A 4-year degree in a related field or equivalent combination of education and/or experience.
- A minimum of 10 years' experience in wealth management, wealth advisement, or a related field.
- 15+ years' worth of wisdom in banking, financial services preferred.
Estimated Salary: $120,000 - $180,000 per year.
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