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RSG Relationship Manager

Chemung Canal Trust Company

in Elmira NY

Responsible for building and maintaining individual client relationships for IRAs, SIMPLE IRA Plans, SEPs, Individual 403(b) Accounts, and select participants in Qualified Retirement Plans.

  • Develop and maintain a program to provide financial planning services to near-retiree participants in qualified retirement plans.
  • Serves as a primary point of contact for an assigned book of individual retirement client accounts providing proactive account reviews, financial planning services, and general account services as requested by the client.
  • Work with the Retirement Services Manager to manage 403(b) solutions and services in local school districts; take action to become an approved provider; promote CCTC 403(b) services to build and maintain client accounts.
  • May implement and manage employer programs such as SIMPLE IRA Plans and SEP IRA Plans; includes working with individual plan participants with plan enrollment and ongoing account management.
  • Assists the Retirement Services Manager in establishing quantitative client service and sales objectives according to the annual operating plan. Utilizes client interactions to identify and recommend new business opportunities.
  • Maintains current knowledge of policies, procedures, laws and regulations that impact retirement plans and IRAs. Maintains current knowledge and/or research of Traditional IRAs, Roth IRAs, SEPs, SIMPLE IRAs, and 403(b)s. Maintains SIMPLE IRA, SEP AND 403(b) documentation for use by employers sponsoring such plans.
  • Serves as a liaison to Investment Officers, WMG Partners, and Prestige Bankers to ensure client’s overall financial needs are met in situations where warranted.
  • Maximize the profitability of existing accounts by communicating the benefits of overall bank services.

Qualifications/Requirements:

  • BA or BS degree in a related field of study preferred.
  • Specialized training in retirement plans and IRA administration.
  • Financial planning training and education preferred.
  • CFP® preferred.
  • Working knowledge of the laws, regulations, policies and procedures impacting retirement plans and IRA administration.
  • Three to five years in a related position preferred.
  • Experience working with clients as a financial advisor.
  • Proficient interpersonal, communication, and analytical skills in dealing with clients and internal peers.
  • Self-starter, motivated, and passion for providing exceptional client experiences.
  • Demonstrated proficiency in Microsoft Word and Excel.
  • Ability to travel; Valid Driver’s License required.

Chemung Canal Trust Company/Capital Bank fosters a diverse and inclusive culture where employees are able to succeed to their full potential. EEO/AA Including Veterans and Disabled.

How to Apply

To apply, please use the link below, or email your resume to hr@chemungcanal.com

Apply Now


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