Senior Retirement Services Client Relationship Manager Job Wellsboro Pennsylvania USA,Finance & Banking

Location: Wellsboro

Who are we?

For over 160 years, C&N has been committed to creating value through lifelong relationships with our customers, communities, shareholders, and teammates. What sets us apart from other banks is our unwavering dedication to embodying our values of teamwork, excellence, respect, responsibility & accountability, integrity, and having fun in everything we do, daily.

From partnering closely with our customers and guiding them toward their life aspirations to supporting our local communities through our many initiatives, including "Giving Back, Giving Together," to making the best decisions for the long-term interests of our shareholders, C&N is committed to being the only financial institution that our customers will ever need.

At the heart of what we do are our employees! C&N is a team of passionate, imaginative professionals dedicated to making a positive difference. We believe in fostering a culture where every employee thrives. Join us to be part of a team that values innovation, collaboration, and excellence, where your career aspirations are supported, and your talents are appreciated.

Who are you?

You are passionate about helping others secure their financial future. Join us as a Senior Retirement Services Client Relationship Manager, where you'll empower clients and their employees to make the most of their retirement plans. In this role, you'll blend your expertise in retirement plan regulations with your knack for building meaningful relationships to make a lasting impact. If you're ready to take your career to the next level while helping others achieve their goals, this opportunity is for you!

Continue reading to learn more!

You will be responsible for:

Delivering education programs and training to help clients and employees understand and engage with their employer-sponsored retirement plans, including guidance on payroll submission, fund changes, and other plan activities.

Serving as the primary contact for assigned retirement plans, building strong client relationships, ensuring compliance with regulatory requirements, and resolving complex issues related to plan administration and recordkeeping.

Collaborating with clients to review and optimize plan designs, ensure regulatory compliance with IRS and ERISA standards, and assist with plan changes and enhancements.

Conducting comprehensive reviews of retirement plans, analyzing performance, managing compliance testing, overseeing government filings, and advising on employer contribution calculations to ensure accuracy and alignment with client objectives.

Requirements:

Education & Experience - You will need a bachelor's degree AND one 4-6 years of related experience and/or training with a strong knowledge of ERISA regulations and retirement plan designs OR an equivalent combination of education and experience.

Skills - You should possess well-developed abilities and a proven track record in the following areas:

Adherence to Deadlines
Analytical
Attention to detail
Communication (Verbal & Written)
Customer Service
Problem Solving
Regulatory Compliance
Client Relationship Management
Organization

Key Competencies - The combination of skills, behaviors, and attributes required to perform effectively in a role and achieve organizational goals include:

Customer Focus: Delivers tailored solutions, exceeds expectations, and builds strong customer relationships.
Manages Complexity: Analyzes situations, gathers data, and evaluates options to solve complex problems effectively.
Interpersonal Savvy: Builds positive relationships across levels, functions, and cultures with diplomacy and tact.
Instills Trust: Maintains integrity, follows through on commitments, and earns credibility through consistent actions.
Manages Ambiguity: Navigates uncertainty with confidence, makes decisions without complete information, and remains calm and effective in dynamic situations.

Travel - Occasional travel to local branches or client sites may be required.

Why C&N?

At C&N, we're more than just a team - we're a community working together toward a shared mission: the success of our customers, teammates, shareholders, and communities.

Achieve & Grow: Your success is our success. At…