AVP, Trust & Investment Management

Solvay Bank•Syracuse, NY

1d•Onsite

About The Position

The AVP, Trust & Investment Management position is an Account Officer for a book of business consisting of Trust and Investment Account. This position is responsible for maintaining those existing client relationships while also growing and developing new business for the Bank. Daily responsibilities include meeting with clients regularly, preparing and providing account summaries or performance reports, conducting web based research on investment data and executing trades at the request of clients.

Requirements

Knowledge of the financial industry and general securities.
PC skills with working knowledge of Word and Excel applications.
Ability to read, analyze, and interpret detailed information, financial reports, and legal documents.
Strong customer service and communication skills.
Ability to be flexible and effectively deal with various types of people and situations.
Attention to detail.
Ability to apply concepts such as fractions, percentages, ratios to practical situations.
Ability to analyze and solve problems involving several concrete variables in standardized situation.
Word, Excel, Internet Access capabilities

Nice To Haves

A bachelor’s degree and/or comparative experience is preferred.

Responsibilities

Prepare investment summaries, account reviews, and performance reports for client accounts.
Participate in development of new business to increase department revenue.
Network with Branches and the Community to generate new business.
Comply with Compliance requires regarding annual account reviews.
Meet with clients on a regular basis to ensure investment objective is appropriate, client needs are being met and expand relationship.
Conduct web-based research and compile investment data as requested by the Trust & Investment Manager.
Executes trades at the request of clients and as needed for asset allocation re-balancing and cash needs.