Private Client Relationship Manager — ERIEBANK

Job overview

The Private Client Relationship Manager — ERIEBANK role is onsite in Erie, PA; compensation is not specified. ERIEBANK and CNB Bank serve affluent clients and institutional customers through banking and wealth-related services. The manager leads private banking and wealth management relationships, advising clients on asset preservation, financial planning, and trust structures. The role coordinates with other bank teams to serve clients discreetly and professionally while identifying potential new relationships.

What you'll do

• Lead and manage wealth management and private banking relationships for affluent clients
• advise on wealth management, asset preservation, financial planning, and trust structures
• discuss bank products including investments, deposit options, consumer credit, life insurance strategies, investment-secured lending, and retirement savings
• partner with commercial banking teams to identify potential clients
• explain financial market and macroeconomic information to clients.

What we're looking for

Skills & competencies

private client relationship manager

eriebank

wealth management

private banking

financial planning

trust structures

affluent clients

erie pa

cnb financial corp

onsite

client relationships

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, vision and life insurance, 401(k) with company match, paid time off and recognized holidays, leave policies, voluntary benefits, EAP, wellness program, special loan and deposit rates, student loan paydown plan, and rewards and recognition programs.

Why this role

The role serves affluent families and institutional clients and may require occasional travel to market areas and seminars or training sessions.

About the employer

CNB Financial Corp is hiring for this role. Industry: Commercial Banking. Sector: 52.