Community Banking Officer (Branch Manager) - Burlington, VT

About the role

Northfield Savings Bank is an Equal Opportunity Employer.

Responsibilities

• Develop and manage trusted relationships with clients by understanding their financial goals, risk tolerance, and long-term objectives.
• Deliver comprehensive wealth management, investment, retirement, and financial planning solutions tailored to client needs.
• Build and maintain a strong pipeline of new business opportunities through referrals, networking, community involvement, and partnership with internal bank teams.
• Conduct client portfolio reviews and recommend investment strategies aligned with clients' evolving circumstances and market conditions.
• Collaborate with retail, business banking, mortgage, and commercial banking teams to identify and serve wealth management opportunities.
• Ensure compliance with all applicable regulatory requirements, firm policies, and industry standards.
• Maintain thorough and accurate client records, investment documentation, and suitability assessments.
• Monitor market trends, economic conditions, and regulatory developments to provide informed guidance and recommendations.
• Participate in community and professional organizations to enhance visibility and strengthen client relationships.
• Meet or exceed established business development, asset growth, and client retention goals.

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, Accounting, or a related field, or equivalent combination of education and experience.
• Demonstrated experience in investment advisory, wealth management, financial planning, or financial services.
• Strong understanding of investment products, retirement planning, asset allocation, and portfolio management principles.
• Excellent relationship-building, business development, and consultative sales skills.
• Strong verbal and written communication skills with the ability to explain complex financial concepts clearly and effectively.
• Proven ability to work independently while collaborating effectively within a team environment.
• High degree of professionalism, integrity, discretion, and commitment to fiduciary and ethical standards.

Bank Officer Designation

This role is designated as an Officer role within the Bank. Vice President-level candidates must possess a minimum of 10 years of relevant wealth management, investment advisory, or financial services experience.

Licensing Requirements

• Active FINRA Series 7 and Series 66 licenses.
• State Life and Health Insurance license preferred; required within six months of employment.
• Certified Financial Planner (CFP) designation preferred.

Opportunity for Growth

• We're committed to developing talent from within. Whether you're looking to enhance your credentials, expand your expertise, or pursue leadership opportunities, we'll support your professional journey every step of the way.
• Your growth is our investment. Through mentorship, training, continuing education, and career development resources, you'll have the tools and support to reach your full potential.

Pay

• Investment Consultant: Base compensation range at hire (dependent on experience): $61,500 + Commissions
• Senior Mortgage Underwriter: Base compensation range at hire (dependent on experience): $66,560 - $74,360 annually
• Community Banking Officer: Base compensation range at hire (dependent on experience): $66,560 - $74,360 annually
• Commercial Lender: Base compensation range at hire (dependent on experience): $100,000 to $200,000 annually
• Mortgage Banking Officer: Base compensation range at hire (dependent on experience): $50,000 annually + commissions
• Contact Center Representative: Base compensation range at hire (dependent on experience): $20.50 - $22.75 per hour

Schedule

• Investment Consultant: Full-time
• Senior Mortgage Underwriter: Full-time
• Community Banking Officer: Full-time
• Commercial Lender: Full-time
• Mortgage Banking Officer: Part-time
• Contact Center Representative: Part-time