Assistant Program Manager - Peoples Investment Services

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
• U.S. News & World Report's Best Companies to Work For in Banking and in the Midwest 2024-2025

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/

Our associates are each accountable for living the culture and values of the organization. This includes ensuring actions and behaviors create a positive and collaborative work environment, always acting with integrity and professionalism and providing extraordinary customer service. Our goal is for you to be successful; to that end being reliable in terms of ensuring you are at work on time and work your schedule as well as actively pursuing your performance objectives, will be fundamental in your contributing to the teams' success as well as the organization.

Job Purpose

This position will be responsible for the leadership and management of multiple Financial Advisors and the Client Service Associates (CSA) team. Will be responsible for ensuring exceptional client experience, revenue growth, and compliance while complying with industry rules and regulations. Will ensure that the Financial Advisors are supported by the CSA team and follow department standards and best practices. Will serve as the escalation point for Peoples Investment Services activities. Will be responsible for reviewing, seeking efficiency and implementing process improvements.

Job Duties

• Financial Advisors (FA) Management
  1. Responsible for the leadership and support of multiple Financial Advisors . This includes training, performance monitoring and the achievement of goals for sales and client service.
  2. Working with FA's on Peoples Bank Best practices for workflow and compliance.
  3. Will be responsible for supporting system and workflow improvement with FA and CSA teams.
  4. Ensures the FA team completes annual review and other client service requirements with designated time frame.
• Client Services Associates (CSA) Management
  1. Responsible for the management and support of the CSAteam. Duties include recruiting, hiring, training, performance monitoring and overall leadership of employees.
  2. Review and develop workflows and procedures to ensure consistency, efficiency and compliance.
  3. Manage CSA workflow to ensure timely completion of departmental responsibilities and to ensure acceptable staff performance.
  4. Responsible for reviewing process improvement opportunities which includes reviewing, seeking out efficiencies and implementing. Will be responsible for training staff on new system tools to ensure overall knowledge of product and the ability to use accurately and effectively.
  5. Will collaborate with three business lines including other leads to review and identify overlap in processes.
  6. Assist with planning and conducting seminars as needed.
  7. Lead and support onboarding process for new financial advisors and/or acquisitions.
• Responsible for the preparation and delivery of performance feedback that includes coaching, quarterly and annual reviews, developmental action plans, and disciplinary action, as applicable.
• Ensure FA and CSA compliance with Peoples, Raymond James, and industry compliance rules and guidelines.
• Develop and maintain a collaborative and productive working environment which includes continuous and effective staff communication.
• Responsible for conducting staff meetings/training and coaching sessions to provide positive feedback with actionable items to ensure individual and group success. Lead associates in the Peoples way and culture.
• Responsible for the collaboration with the Trust & Investment Sales and Operations Managers to develop new processes and review impacts to all three business lines.
• Coordinate between Raymond James Branch Manager and/or Compliance, Financial Advisor(s), CSA to insure that compliance issues are handled in a timely manner.
• Will perform and lead special projects as assigned.

Education, Experience and Job Skills

• Associate's degree in business or finance or equivalent work experience required.
• Minimum of 5 years of experience in financial services required.
• Past management of Financial Advisors strongly preferred.
• FINRA 7 and 66 (or 65 and 63) licenses required or willingness to obtain within 6 months.
• Knowledge of Word, Excel, Powerpoint software and experience at adapting those to particular sales needs is required.
• Must consistently produce work with a very high degree of accuracy.
• Flexible in changing priorities and working on multiple projects at once.
• Ability to prioritize work in a multi-task environment is essential.
• Resourceful in finding information and solutions, and able to think ahead to next steps.
• Must possess strong interpersonal and communication skills, especially over the telephone.
• Must be able to maintain positive experience for clients, and associates, regardless of workload.
• Team player.
• Travel required to effectively manage and meet with designated direct reports, required trainings etc.

Basis Qualifications:

• Associate's degree or equivalent work experience required
• Minimum of 5 years of experience in financial services required.
• FINRA 7 and 66 (or 65 and 63) licenses required or willingness to obtain within 6 months.
• Minimum of 3 years of experience in financial services required.
• Travel required to effective manage teams, required trainings etc.

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.