Fiduciary Advisor I

Fulton Bank•Lancaster, PA

8d•$63,000 - $105,000•Hybrid

About The Position

Value Proposition Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers. Overview This is a full-time, hybrid career opportunity based out of one of our South Central PA office locations. The primary responsibility of this position is to manage fiduciary-oriented client relationships and accounts with demonstrated proficiency, sound judgement and fiduciary discretion. The incumbent in this position will coordinate a team of product and service experts to aid in recommending and delivering financial solutions to clients and is directly responsible for client retention, satisfaction, admininstration and revenue maintenance. This incumbent may serve as primary point of contact for the client or as a member of a dedicated team.

Requirements

Bachelor's Degree or the equivalent experience. Specialty: Business Administration, Finance or other applicable. (Required)
2 or more years relationship management experience or equivalent experience, which may include administrative compliance interpreting clients needs. (Required)
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.

Responsibilities

Execute consistent, accurate and timely client service delivery in collaboration with internal partners to meet client expectations and enhance client satisfaction.
Develop activities and initiatives to retain and expand client relationships and increase fee revenue to Fulton Financial Advisors.
Ensure assigned accounts are administered within the terms and conditions of the governing account documents.
Complete all required reviews and reports in a timely and accurate manner.
Review and analyze assigned accounts for their efficient and effective operation.
Deal with client contacts, and others, to maintain their confidence without compromising trust principals or FFA’s fiduciary responsibility.
Confer with client contacts and internal partners to respond to inquiries concerning fiduciary services, investments and administrative matters, and handle routine problems and requests raised by them while referring problems which exceed authority to superiors
Build client confidence while maintaining trust principals and FFA's fiduciary responsibility.
Confer with client contacts and internal partners to respond to inquiries concerning fiduciary services, investments and administrative matters, and address routine problems and requests while referring problems which exceed authority to senior team members.
Review fiduciary documents for accuracy, implement policies and procedures to ensure proper fiduciary and account administration, monitor account openings, asset fundings, distributions and terminations.
Retain existing client relationships by identifying cross-sell opportunities for Fulton Bank and collaborating across the company to achieve results.
Anticipate and identify opportunities to create new relationships.
May have supervisory responsibilities for more junior staff.
Other Duties as Assigned by Manager
Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.

Benefits

This job is eligible to participate in a short-term incentive compensation plan subject to individual and company performance.
medical plans with prescription drug coverage
flexible spending account or health savings account depending on the medical plan chosen
dental and vision insurance
life insurance
401(k) program with employer match and Employee Stock Purchase Plan
paid time off programs including holiday pay and paid volunteer time
disability insurance coverage and maternity and parental leave
adoption assistance
educational assistance and a robust wellness program with financial incentives.