Wealth Management Specialist, Sr. jobs in Binghamton, NY

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 are someone who has a demonstrated track record of helping successful individuals and their families build, manage, and sustain their wealth. You are also someone who wants to provide leadership for a team working toward a shared goal. We are searching for a Regional Wealth Management Executive to join our Wealth Management Team! The Regional Wealth Management Executive is responsible for leading and developing the region through successful relationship development with existing clients and through new business development efforts. The ideal candidate will bring their financial expertise and establish long-lasting relationships with clients while contributing to our mission of helping individuals achieve their economic aspirations. This is a unique opportunity to grow your career while making a significant impact on our business here at C&N.

You will be responsible for:

• Assuming responsibility and accountability for the growth and retention of clients through efficient and effective business development, sales and service, and operation of the regional Wealth Management Group.
• Providing leadership to staff to accomplish goals by mentoring and developing staff using a supportive and collaborative approach; assigning accountabilities; setting objectives; establishing priorities; and monitoring and evaluating results.
• Developing and maintaining relationships to expand understanding of trust and brokerage services, to stimulate referrals, promote a positive bank image, and expand business opportunities within assigned region.

Requirements:

You will need a Bachelor’s degree from an accredited college or university AND 6-8 years of previous related experience and/or training OR an equivalent combination of education and experience.

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

• Strong Communication Skills
• Public Speaking Skills
• Attention to Detail
• Leadership and Management
• Active Listening

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 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)