Trust Relationship Manager

Job Description

Job Description

Summary:

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.

Essential Functions:

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• 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.

Required Education and Experience:

• Bachelor’s degree required.
• 4-6 years of relevant experience required.
• Certified Trust & Fiduciary Advisor (CTFA), Certified Financial Planner (CFP®), or other designation preferred or in process of acquiring.
• 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.

Competencies:

• ENB Operational and Functional Competencies

Supervisory Requirements:

This position has supervisory responsibilities.

Salary: $70,803.33 - $102,000.00

Pay Transparency:

Salaries may vary based on geographic location, market data, and individual skills, experience, and education. This role is incentive-eligible, with payment based on company, business, and/or individual performance.

Benefits:

Additionally, as part of our Total Rewards program, Ephrata National Bank offers a comprehensive benefits package to eligible employees. This includes medical plans with prescription drug coverage; health savings account and/or flexible spending account; dependent care flexible spending account; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay, jury duty, and bereavement; disability insurance coverage and maternity and parental leave; educational assistance and a robust wellness program with financial incentives.

To learn more about your potential eligibility for these programs, please visit About | Careers | Benefits | Ephrata National Bank.

Work Environment:

This job operates in a professional work environment. This role routinely uses standard office equipment such as computers, monitors, mouse, keyboards, phones, printers, scanners, photocopiers, filing cabinets, calculators, and fax machines. Due to the physical location of this position, ringing phones and people conversing can make it difficult to hear at times, which can be easily distracting.

Physical Demands:

Ephrata National Bank promotes an equal opportunity workplace, which includes reasonable accommodations for otherwise qualified disabled applicants and employees. The physical demands described here are representative of those that an employee must meet to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to talk or hear. Specific vision required by the job includes close, distance, and focus vision. While this position is primarily sedentary, the employee is frequently required to stand, walk, use hands to finger, handle, or feel objects or controls, reach with hands and arms, bend, balance, stoop, kneel, and crouch. The employee must be able to lift and/or move up to 25 pounds, including standard computer and copy paper boxes, and open and close filing cabinets and drawers.

Position Type and Expected Hours of Work:

This is a full-time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5 p.m. Flexibility of schedule to meet business needs is required.

Travel:

This position may require travel.

EEO Statement:

Ephrata National Bank supports a diverse workforce and is an Equal Opportunity Employer. It is the policy of Ephrata National Bank to provide equal employment opportunities without regard to race, ethnicity, color, religion, sex, national origin, age, disability, marital status, covered veteran status, sexual orientation, gender identity, genetic information, or any other protected characteristic applicable under law. The bank complies with all relevant federal, state, and local laws and regulations regarding nondiscrimination.

This job description reflects management’s assignment of essential functions and position responsibilities. Nothing in this job description restricts management’s rights to assign or reassign duties and responsibilities to this job at any time. The employee is expected to adhere to all of Ephrata National Bank’s procedures and to act as a role model in the adherence to bank policies.