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Wealth Associate Supervisor

Canandaigua National Bank

What does a Wealth Associate Supervisor do?

The Wealth Associate Supervisor is responsible for directly supervising the Wealth Associate staff within the Wealth Solutions department. This position ensures staff can provide administrative support relating to Canandaigua National Bank Wealth Services to customers within the bank's market area. Achieves goals developed for the position and department as part of Wealth’s operating plan. Works closely with the Wealth Solutions Manager in establishing specific goals for the team. Determines work procedures and workflow while ensuring area compliance with all operating policies and procedures. Provides coaching, guidance, and training to direct reports, including annual performance reviews.

+ Ensures that the team is properly staffed and that the staff is trained to meet internal and external customer service objectives.

+ Prepares work schedules and manages workflow to maximize the efficient use of office resources.

+ Communicates with other internal stakeholders to properly integrate activities.

+ Assist with external audits and regulatory examinations by completing research, providing requested records, performing investigations, and implementing corrective actions.

+ Maintains and implements a process to ensure the accuracy and integrity of procedures for all procedures.

+ Conducts weekly meetings with team and individual one-on-one meetings.

+ Coordinates the appropriate testing team required for new software/hardware, in addition to enhancements and upgrades.

+ Implements work improvements within the team and recommends improvements within other areas of the bank.

+ Directly supervises assigned personnel.

What is needed to be successful in this role?

+ A B.S. or B.S. degree in a field related to banking or equivalent normally required. A combination of education and work experience will be considered.

+ Specialized wealth management education and training.

+ A minimum of five (5) years' experience in related positions, including employee development and training experience normally required.

+ Effectively perform all tasks, duties, and positions within assigned team preferred.

+ Experience in banking/financial services preferred.

What makes working at Canandaigua National Bank different?

With “Can” in our name, anything is possible. Our strong corporate culture is based upon seven Core Values: Honesty and Integrity, Responsibility, Teamwork, Respect, Innovation, Professionalism, and Commitment. Our culture nurtures passionate employees and offers great rewards including:

+ Medical, Dental, Vision, FSA, HSA options for both part-time and full-time employees. Medical coverage is also offered for domestic partners.

+ Paid Holidays, Vacation, and Sick time.

+ Retirement benefits that include a 401(k), Profit Sharing, and Employee Stock Ownership Plan (ESOP).

+ Training & Development Opportunities.

+ Tuition Assistance.

+ Volunteer Opportunities.

+ Award Winning Wellness program that promotes a solid work/life balance.

+ Banking perks and discount programs.

Our goal is to ensure that our bank, employees, and our community thrive and grow, now and for the next 135 years. We're in it for the long haul. What truly sets us apart from other financial institutions is the quality and commitment of our employees. We've assembled a diverse team of people who share a primary focus: to provide exceptional service for our customers.

As an organization, we are committed to hiring, training, developing, promoting, and celebrating employees from historically disadvantaged groups. At Canandaigua National Bank, we welcome the unique contributions that you can bring in terms of ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran’s status, religion, disability, sexual orientation, education, and culture.

Canandaigua National bank is the only local, full-service, community-owned financial institution in the Rochester area. With “Can” in our name, anything is possible! If you want to be a part of something special, join us today!

Compensation: $26.30 – $31.50 The actual rate offered within the range is dependent on a variety of factors including, but not limited to, relevant experience, qualifications, skills, level offered, and performance expectations.

Canandaigua National Corporation and its subsidiaries encourage diversity in the workplace; we are an Equal Opportunity Employer. Minority/Female/Sexual Orientation/Gender Identity/Disability/Veteran.