Farmers National Bank of Canfield · 18 hours ago
Private Client Services Relationship Manager
Cranberry Township, PA
Full-time
Hybrid
Senior Level
5+ years expFarmers National Bank is seeking a Private Client Services Relationship Manager responsible for sourcing, developing, and maintaining long-term relationships with affluent clients. The role involves providing financial advice and recommending various financial instruments to help clients achieve their financial goals.
BankingFinanceFinancial Services
Responsibilities
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
Qualification
Required
Bachelor's degree in Business Administration, Finance or Accounting
Minimum of 5 years experience managing the relationships of affluent clients
Proven knowledge of basic economic principles for foundation of providing sound wealth management advice
Strong knowledge of Trust, Banking and Investment products and services
Proven ability to evaluate credit worthiness of both individuals and commercial entities
Regular, predictable attendance is an essential requirement of this position
Preferred
CFP or CTP designation
Series 6 and Series 7 designation
Company
Farmers National Bank of Canfield
Founded in 1887, Farmers National Banc Corp.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2011-01-14IPO
Leadership Team
Kevin Helmick
President & CEO
Brian Jackson
Executive Vice President & Chief Information Officer
Recent News
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