460 - Trust - Region VI - Administrative Asst Trust Adm

First United Bank & Trust•Morgantown, WV

26d•$15 - $29

About The Position

For more than a century, First United has served the financial needs of our personal and business customers throughout Maryland, West Virginia, Virginia and Pennsylvania. We care about our communities, seek to understand what drives our customers and create customized solutions to meet their needs. Our mission is to enrich the lives of our customers, coworkers and shareholders through an unparalleled commitment to the client experience and passionate involvement in the community. Job Reporting Relationships Supervised by: Sr. Wealth Advisor or Wealth Advisor Supervises: None Basic Qualifications Education/Training: A high school diploma or equivalent; obtain and maintain appropriate Bank Product Knowledge Certification. Skill(s): Proficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations and communicative skills; working knowledge of Microsoft Excel, Word, and PowerPoint software programs; proficient keyboarding skills; visual and auditory skills; valid driver’s license. Experience: Previous related experience preferred. General Responsibilities Responsible for performing a variety of duties to support the trust administration function; coordinating work within the department, as well as with other departments; reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information.

Requirements

A high school diploma or equivalent; obtain and maintain appropriate Bank Product Knowledge Certification.
Proficient reading, writing, grammar, and mathematics skills
Proficient interpersonal relations and communicative skills
Working knowledge of Microsoft Excel, Word, and PowerPoint software programs
Proficient keyboarding skills
Visual and auditory skills
Valid driver’s license.

Nice To Haves

Previous related experience preferred.

Responsibilities

Performs a variety of duties to support the trust administration function of which the following are illustrative:
Prepares annual review packets and summary report for Trust Committee.
Assembles presentation materials for sales sessions with prospects and customers.
Files information for clients and the department.
Schedules appointments for clients.
Maintains Trust Policy and Procedures Manual.
Receives and screens visitors and telephone calls.
Assists Trust Administrators with routine account information and department functions.
Sends out Just a Note cards and courtesy cards to clients.
Coordinates internal and external meetings.
Updates and various reports.
Prepares birthday cards and tickler.
Participates in community activities as it relates to the successful completion of primary duties.
Cross sells all bank products and services as appropriate.
Performs other related duties as assigned.
Coordinates specific work tasks with other personnel within the department as well as with other departments in order to ensure the smooth and efficient flow of information.
Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place.
Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate bank personnel.
Responds to inquiries relating to his/her particular area, or to requests from customers, other bank personnel, etc., within given time frames and within established policy.
Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.

Benefits

Fulltime hourly-paid employees will be provided 12-days of Paid Time Off (PTO), that is accrued 1-day for each month worked.
After the completion of 90-days of employment accrued PTO can be used for any purpose including being paid for absences or vacation time.
At the end of the first year of employment, any unused PTO will be converted to the employee’s sick time accrual.
Sick time will begin accruing effective on the employees first year anniversary up to 120 days.
At that point, PTO is no longer available; and any paid absence will be eligible under the sick, vacation, personal and family sick pay policy.
After one year of service the employee is eligible for their annual vacation benefit.
Salaried-paid employees are not eligible for PTO and accrue paid sick days at 1-day per month; and any vacation time that has been approved for the 1st year of employment.
12 paid holidays, 2 Personal days, 2 Family Sick days, 2 Volunteer Days after completion of 90 days of employment.
Eligible for Health Care, Dental and Vision (single and family) the first of the month following 30 days of full-time employment.
401(k) eligible on the first day of the month following 30 days of employment with employer match available.
Company Wellness Program.
Company Stock program available after 1 year of employment.
Annual Performance Reviews completed, and salary increase amount given based on individual performance.
This position is an hourly position eligible for overtime.