1st Source Bank Employees Recognized by LPL Financial as Top Wealth Management Program Licensed Branch Employees
South Bend, IN – 1st Source Bank announced today that two of its branch employees have been recognized by the LPL Financial Institution Services division as top Licensed Branch Employees (LBEs) of 2014 for their achievements as part of the 1st Source wealth management program.
The employees honored by LPL Financial were:
- Samantha Kemp of the 1st Source Bremen Banking Center – Gold Level Winner
- Sarah Harting of the 1st Source Warsaw East Banking Center – Gold Level Winner
The winning employees were selected from among approximately 2,500 LBEs participating in bank and credit union wealth management programs supported by LPL Financial. This award was bestowed upon an elite group of top producers who provide outstanding support to their company’s wealth management program.
LBE programs train select employees to offer access to a range of insurance and investment products, primarily to serve the needs of mass-market customers. Successful LBEs serve as an effective and cost-efficient front-line for a bank or credit union’s wealth management program, serving to extend its reach and to help increase the productivity of its dedicated financial advisors. LBEs serve as a valuable resource for engaging customers in the investment process and helping them pursue their financial goals.
Rob Comfort, Executive Vice President of Business Consulting, LPL Financial Institution Services, said, “I congratulate all of this year’s qualifying licensed branch employees for their exceptional achievement in assisting customers and furthering the success of their financial institutions. As LBEs, they not only enhance their wealth management programs, but help improve their institution’s overall profitability and customer service, and reinforce customer loyalty. They are to be highly commended and we are proud to work with their institutions and them.”
1st Source Corporation, parent company of 1st Source Bank, has assets of $4.93 billion and is the largest locally controlled financial institution headquartered in the northern Indiana-southwestern Michigan area. The Corporation includes 78 banking centers in 17 counties, 21 1st Source Bank Specialty Finance Group locations nationwide, nine Trust and Wealth Management locations and eight 1st Source Insurance offices. For more than 150 years, 1st Source has been committed to the success of the communities it serves.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured 1st Source Bank deposits and are not FDIC / NCUA insured. These products are not obligations of the 1st Source Bank and are not endorsed, recommended or guaranteed by 1st Source Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. LPL Financial is not affiliated with 1st Source Bank.
Media Contact: Angie Dvorak, (574) 235-2000