Build Your Future Here:
Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals.
Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation celebrated its 20th anniversary in 2023, donating over $7 million to local organizations since its inception.
We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank:
- American Banker Best Banks to Work For in 2021, 2022, and 2023
- Top Workplaces USA national award in 2022, 2023, and 2024
- Newsweek's America's Best Banks 2023, and 2024
At Peoples Bank, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs such as student loan and tuition paydown/reimbursement, paid vacation and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/
Job Purpose:
This position will be responsible for partnering with a Financial Advisor to provide excellent service and financial goal planning to existing clients who are assigned. Will be responsible for meeting client service and revenue goals for this book of business. Additionally, they will work with multiple retail branch offices as well as other lines of business within the bank to identify and recommend solutions to prospective Trust and Investment clients.
Job Duties:
- Service existing Investment and Retirement Plan Services clients including conducting financial goal planning to ensure the best possible advice and recommendations.
- Work in a team environment. Partner with a Financial Advisor on Investment and/or Retirement Plan Services business, and a Trust Administrator on Fiduciary business.
- Add new clients by developing strong relationships with internal bank partners as well as prospecting outside of the banks existing customers.
- Will be responsible leading or participating in the business plan design and execution to meet or exceed revenue and client service goals.
- Comply with all industry rules and regulations.
- Maintain needed training or education on an ongoing basis.
- Effort to improve service quality, client communication skills and techniques, networking, and sales opportunities.
- Exhibit and demonstrate the qualities identified in the Peoples Employee Promise Circle.
- Will perform special projects as assigned.
Education, Job Skills and Qualifications:
- Four year degree and/or a professional designation, such as Certified Financial Planner, or equivalent work experience.
- FINRA series 7, 66 (or 63 and 65) and Ohio Life and Health Insurance licenses strongly preferred, or must be successfully obtained within 6 months of hire date.
- At least one year of previous experience in a financial services environment required.
- Working knowledge of basic products and services and how they apply to particular client situations.
- An understanding of and ability to comply with industry rules, and no previous disclosures on Form U4.
- Able to productively use resources, such as technology or other assistance to provide excellent service to clients.
- Good team player who is skilled at working with other associates to achieve excellent results.
- Flexibility to meet changing needs and priorities.
- Willingness to maintain needed investment and financial planning expertise.
- Flexibility in scheduling is required to meet with clients as well as the ability to travel between branches.
Basic Qualifications:
- Four year degree and/or a professional designation, such as Certified Financial Planner, or equivalent work experience.
- FINRA series 7, 66 (or 63 and 65) and Ohio Life and Health Insurance licenses strongly preferred, or must be successfully obtained within 6 months of hire date.
- At least one year of previous experience in a financial services environment required.
Equal Opportunity Employer M/F/Disabled/Vet;
If you are unable to complete this application due to a disability, contact humanresources@pebo.com to ask for an accommodation, alternative application process, or other inquiries.
