Benefits include:
•Incentive Bonus Potential: eligibility for an annual incentive bonus based upon bank and personal performance.
•Benefits: medical, dental, vision, (with opt-out stipend if you have alternate coverage), life, and disability, 401(k) plan, voluntary Life/AD&D which can be extended to family.
•Paid Time Off and Holidays: We offer a generous PTO package with a roll over up to 40 hours into the new year. Superior National Bank also recognizes 11 bank holidays per year.
•Work Environment: Most importantly, we offer a work environment that highlights our core values of: Customer First, Caring About People, Innovative Thinking, Teamwork, and Integrity. We are an organization that lives and breathes its values, creating great opportunities for employees that emulate the values that we hold most dear.
Internal Number: 2022.04.21
Summary: Provides assistance to new and established financial institution customers interested in non-traditional banking products and services such as mutual funds and annuities, insurance, or other non-FDIC insured products and services.
Department: Trust & Wealth Management Reports To: SVP/Trust & Wealth Management Director Supervises: None
MAJOR DUTIES & RESPONSIBILITIES:
Meet with investors to review their existing financial situation and to establish the client/planner relationship. Analyze their investment portfolio and recommend an asset allocation and specific plan to meet established objectives.
Develop, recommend, and implement an investment strategy suggesting specific investments and insurance products, for client approval, including separately managed investment accounts, mutual funds, annuities, equities, fixed income investments, corporate and tax-exempt bonds, life insurance, etc. The advisor will continue to monitor these recommendations to meet the client’s needs over time.
Maintain an ongoing client relationship by conducting periodic reviews with each client on a scheduled and as-needed basis.
Collaborate with all departments of the institution to create a team environment and to meet investor needs. This includes referring customers or members to other areas, as appropriate.
Provide feedback to referring individuals and departments on the status of the referral.
Generate additional referrals from personal networking, seminars, and presentations to community groups, including but not limited to CPAs, attorneys, and other centers of influence.
Keep abreast of new planning tools, products, and resources; changing regulations; and professional standards.
Understand and comply with all aspects of institution and Cetera policies and practices, including laws and regulations governing the duties and responsibilities of investment sales.
Maintain all necessary licenses and registrations as required, including completing all mandatory training and industry-related continuing education in a timely manner.
Consistently demonstrate courteous and superior service to expand investor relationships.
Exceed expectations in terms of accuracy, efficiency, courtesy, and professionalism.
To apply, please complete the Employment Application. Submit the Employment Application, along with your resume and cover letter, via email to hr@snb-t.com or you may mail it to the address below. Please note that incomplete applications will not be considered.
Mailing Address: Superior National Bank Attn: Human Resources P.O. Box 450 Hancock, MI 49930
We are an equal opportunity employer and do not discriminate on the basis of age, sex, race, religion, color, national origin, sexual orientation, gender identity, height, weight, genetic information, marital status, disabled veteran status, veteran status, or disability.
Reasonable accommodations are available. Should you require any auxiliary aids, services, or other accommodations to apply for employment at Superior National Bank, please notify the Human Resources Department toll-free at 866.482.0404.
About Superior National Bank:
Superior National Bank is recognized by BauerFinancial, Inc. as a 5-Star, Superior bank, their highest rating assigned. BauerFinancial also ranks SNB as one of the nation’s strongest financial institutions.
Headquartered in Hancock Michigan, Superior National Bank serves clients in the Upper Peninsula and Southeast Michigan regions and employs over 250 people. SNB provides individual consumers, businesses, municipalities and corporations with a full range of banking services spanning lending, deposit accounts, online and mobile banking services, retirement plans and trust and wealth management.
2021 marks Superior National Bank’s 131st year in business, a milestone made possible by its commitment to people, businesses and communities. With values that focus on people and customers first, Superior National Bank prioritizes innovative thinking, teamwork and the highest level of integrity. If these values align with your own, please apply to join our team
EDUCATION & EXPERIENCE:
Bachelor’s degree in business, finance, or related field, or equivalent combination of education and work experience required.
Two or more years of relevant experience in a wealth management environment desired.
Experience working with the Cetera Wealth Management platform strongly desired.
Series 7, 66 and insurance licenses strongly desired; and required within first 90 days of employment.
Completion and approval of pre-hire process, including FINRA, criminal, and credit background check
Strong initiative that drives results and negotiation skills to initiate, develop and secure relationships with new and existing clients.
Outstanding analytical skills to determine areas in need of improvement and the ability to find innovative solutions.
Professionalism with strong presentation, written and verbal communication, and interpersonal skills to conduct formal presentations, address potential and existing client concerns, and communicate with constituents.
Ability to assess business and customer needs and implement successful solutions using creativity, innovation and judgment.
Self-starter with the ability to work under minimal supervision.
Computer skills, including work-processing and spreadsheet programs and financial software.
Superior National Bank approaches every day with the philosophy that we “Grow Your Future.” Our employees are instrumental in helping us achieve that goal. Thank you for your interest in joining our team!
Our Vision: Growth through a culture of innovation, while maintaining our primary values of customer first and employee pride.
Mission: To provide a Superior Experience Every Time.
Core Values:
Customer First – Drives Every Decision
Caring About People – The Heart of All We Do
Innovative Thinking – Encouraging Ideas and Creative Solutions
Teamwork – Everyone and Every Voice Matters
Integrity – Do the Right Thing
As an organization, we value the efforts of our employees as they strengthen our pillars of trust through the great work that they do. Each member of our team plays an integral role in supporting the overall success of the organization. We try to create a work environment that supports employee development and engagement, staffing our locations with honest, hard-working people who truly care about one another and their customers and our community. If this describes a culture that appeals to you, we invite you to apply to join our team!
