What are the responsibilities and job description for the Wealth Associate I position at Canandaigua National Bank & Trust Co?
Wealth Associate I
Canandaigua National Bank & Trust
Location: 1150 Basin (Hybrid flexibility following training period)
What does a Wealth Associate I at CNB do?
Responsible for providing administrative support relating to CNB Wealth services to customers within the bank's market area; achieving goals developed for the position as part of the CNB Wealth’s operating plan; ensuring compliance with various operating policies and procedures and various regulatory requirements; communicating and interfacing with other divisions and management personnel; responding to inquiries or requests for information; maintaining appropriate records and providing assigned reports; communicating with clients.
What is needed to be successful in this role?
- An A.S. degree or equivalent combination of education and experience required.
- Specialized financial advisory education and training required.
- A minimum of one (1) year experience in related positions normally required.
What does a successful first year in this position look like?
- Completes new account set-up and account transfer documents, reviews set up of new accounts for accuracy, prepares requests for account distributions and deposits, documents cost basis and acquisition dates for assets of new accounts
- Monitors and assists with asset purchase and sale requests – trade settlement
- Assists in annual account review process.
- Utilizes multiple bank software programs, for CNB Wealth client management, for transaction purposes, as well as research and reporting purposes.
- Serves as liaison between CNB Wealth Officers, Wealth Operations department, and other lines of business in coordinating documentation of accounts.
- Responds to inquiries and requests from customers, outside money managers, and CNB Wealth officers in a timely manner.
- Supports the achievement of customer service goals as established in the CNB Wealth’s operating plan.
- Assists in the organization of the work and activities of the Wealth Management division to achieve established goals and maximize efficiency.
- Communicates with supervisor and other department officers and appropriate staff personnel to integrate goals and activities.
- Provides periodic reports to supervisor and other groups as required throughout the organization.
- Complies with operating policies and procedures established for the CNB Wealth division.
- Backup for CNC Shareholder Relations Specialist by providing administrative and customer service support as required.
- Special projects and participation on CNC committees as appropriate
What makes working at CNB different?
At CNB, we are Investing in You. Our strong corporate culture is based upon seven Core Values: Honesty and Integrity, Responsibility, Teamwork, Respect, Innovation, Professionalism, and Commitment. Our culture nurtures passionate employees and offers great rewards including:
- Medical, Dental, Vision, FSA, HSA options for both part-time and full-time employees. Medical coverage is also offered for domestic partners.
- Paid Holidays, Vacation, and Sick time.
- Retirement benefits that include a 401(k), Profit Sharing, and Employee Stock Ownership Plan (ESOP).
- Training & Development Opportunities.
- Tuition Assistance.
- Volunteer Opportunities.
- Award Winning Wellness program that promotes a solid work/life balance.
- Banking perks and discount programs.
Our goal is to ensure that our bank, employees, and our community thrive and grow, now and for the next 125 years. We're in it for the long haul. What truly sets us apart from other financial institutions is the quality and commitment of our employees. We've assembled a diverse team of people who share a primary focus: to provide exceptional service for our customers.
As an organization, we are committed to hiring, training, developing, promoting, and celebrating employees from historically disadvantaged groups. At CNB, we welcome the unique contributions that you can bring in terms of ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran’s status, religion, disability, sexual orientation, education, and culture.
As the only local, full-service, community-owned financial institution in the Rochester area, Canandaigua National Bank & Trust is Investing in You. If you want to be a part of something special, join us today!
Canandaigua National Corporation and its subsidiaries encourage diversity in the workplace; we are an Equal Opportunity Employer. Minority/Female/Sexual Orientation/Gender Identity/Disability/Veteran.
Compensation range- $19.80 - $23.75/hr.
The actual salary offered within the range is dependent on a variety of factors including, but not limited to, relevant experience, qualifications, skills, level offered, and performance expectations.
Salary : $20 - $24
