Trust Relationship Manager

Ephrata National Bank•Elkton, MD

3d•Onsite

About The Position

This position is responsible for business development and the administration of various types of trusts, investment management accounts, IRAs, Powers of Attorney, and estates. Capability of managing a $50MM-plus portfolio, 100+ accounts, and generally producing $250,000 in total revenue.

Requirements

Bachelor’s degree required.
4-6 years of relevant experience required.
Prior trust/wealth management experience demonstrating the ability to use discretion in the administration of complex, significant client relationships.
Maintain a working knowledge of trust and investment products and services, as well as comply with trust policies, procedures, and applicable trust regulations.
Excellent attention to detail.
Ability to professionally interact with employees and clients.
Ability to be effective under pressure.
Ability to handle routine client requests, prioritize, problem solve, and multitask.
Working knowledge of Microsoft Office and Windows operating environment.
Demonstrated effective verbal and written communication skills.

Nice To Haves

Certified Trust & Fiduciary Advisor (CTFA), Certified Financial Planner (CFP®), or other designation preferred or in process of acquiring.

Responsibilities

Prospect new fiduciary services opportunities.
Maintain current client relationships and develop new client relationships in the areas of investment management, trust administration, IRAs, Power of Attorney, and estates.
Collaborate with internal teams, Centers of Influence, and other business lines to perform joint calling activities and share prospect and customer opportunities.
Manage account relationships in accordance with internal policies, regulatory guidelines, legal or fiduciary requirements, and/or client direction.
Comply with all policies and procedures and institute best fiduciary practices and risk management controls.
Keep up-to-date on current trends and changes in the industry with regard to fiduciary practices.
Represents the Bank in community activities and industry organizations to enhance the Bank’s image.
Assist WS management with special projects and other duties as assigned.
Understand and support Ephrata National Bank and the Wealth Solutions division’s mission.