Trust Relationship Manager
About The Position
The Trust Relationship Manager is responsible for business development and the administration of various types of trusts, investment management accounts, IRAs, Powers of Attorney, and estates. The role is capable of managing a portfolio of more than $50 million and over 100 accounts, and generally producing $250,000 in total revenue. The position develops fiduciary services opportunities and client relationships, manages accounts in accordance with policies, regulations, fiduciary requirements, and client direction, and collaborates with internal teams and outside Centers of Influence. It also represents the Bank in community and industry activities, supports Wealth Solutions management with projects, and promotes the mission of Ephrata National Bank and its Wealth Solutions division. This is a full-time position with a Monday through Friday schedule, 8:00 a.m. to 5:00 p.m.; flexibility is required to meet business needs. The role operates in a professional office environment and may require travel. The position has no supervisory responsibilities.
Requirements
- Bachelor’s degree required.
- 4–6 years of relevant experience required.
- Trust and business development experience required.
- Prior trust or wealth management experience demonstrating discretion in administering complex, significant client relationships.
- Working knowledge of trust and investment products and services, trust policies and procedures, and applicable trust regulations.
- Excellent attention to detail.
- Ability to interact professionally 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 the Windows operating environment.
- Effective verbal and written communication skills.
- Ability to travel as required.
- Physical ability to perform the stated demands, including lifting and/or moving up to 25 pounds.
Nice To Haves
- Certified Trust & Fiduciary Advisor (CTFA), Certified Financial Planner (CFP®), or another designation; preferred or in process of acquiring.
Responsibilities
- Prospect new fiduciary services opportunities.
- Grow Centers of Influence in the assigned market, including attorneys and CPAs.
- Maintain current client relationships and develop new ones involving investment management, trust administration, IRAs, Powers of Attorney, and estates.
- Collaborate with internal teams, Centers of Influence, and other business lines on joint calling activities and sharing prospect and customer opportunities.
- Manage account relationships in accordance with internal policies, regulatory guidelines, legal or fiduciary requirements, and client direction.
- Comply with policies and procedures and institute best fiduciary practices and risk management controls.
- Stay up to date on industry trends and changes related to fiduciary practices.
- Represent the Bank in community activities and industry organizations to enhance its image.
- Assist Wealth Solutions management with special projects and other assigned duties.
- Understand and support Ephrata National Bank and the Wealth Solutions division’s mission.
Benefits
- Medical plans with prescription drug coverage
- Health savings account and/or flexible spending account
- Dependent care flexible spending account
- Dental insurance
- Vision insurance
- Life insurance
- 401(k) program with employer match
- Employee Stock Purchase Plan
- Paid time off programs, including holiday pay, jury duty, and bereavement
- Disability insurance coverage
- Maternity and parental leave
- Educational assistance
- Wellness program with financial incentives
- Incentive-eligible compensation based on company, business, and/or individual performance
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
