First County Bank Looking for Relationship Manager at Stamford, CT Full Time

At First County Bank, You + We =Team

YOU – Bring your talent, hunger to learn and desire to grow.

WE – Will provide you with the training and experience you need to become a Trusted Advisor to your clients.

TEAM – As part of the FCB team, you will share in the satisfaction of working for a respected 170-year-old institution with deep community roots and a tradition of giving back.

First County Bank – It’s where you belong!

We are currently looking for a Relationship Manager to join our First County Advisors team! This individual will initiate and develop investment management, trust services, and estate planning business for First County Bank.

Primary Responsibilities:

• Provides financial planning and investment management services to clients.
• Identifies and discusses investment objectives and goals.
• Presents and explains investment recommendations consistent with client’s financial profile.
• Serves as liaison between Bank clients and contracted investment management service providers and provides ongoing service to clients. Prepares documents and follows through on all transactions.
• Maintains liaison with Branch Administration and Retail Banking Service Divisions to monitor and coordinate status of prospective and existing customers.
• Develops referral lists of potential trust/investment management customers; attends and participates in periodic meetings.
• Maintains awareness of current investment environment and all applicable tax and/or regulatory requirements; communicates pertinent changes promptly to clients.
• Maintains current knowledge of all other Bank products and services; makes cross referrals to other departments as appropriate.

Requirements/Qualifications:

• Bachelor’s degree in finance, business or related field or equivalent experience
• 5 to 7 years of progressively responsible experience in trust and investment management
• Strong sales and customer contact skills
• Superior written and oral communication skills
• Certification as a Financial Planner is required
• Thorough knowledge of Trust and Investment products and services, including all applicable tax and other regulatory requirements
• Knowledge of financial planning principles and practices; and ability to use a personal computer.

Wage Range: $101,273 – $129,164

Job Type: Full-time

Pay: $101,273.00 – $129,164.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Stamford, CT 06905: Reliably commute or planning to relocate before starting work (Preferred)

Education:

• Bachelor’s (Preferred)

Experience:

• Relationship manager: 1 year (Preferred)

Work Location: One location