Fiduciary Services Relationship Advisor

Ephrata National Bank; Ephrata (Lancaster County); On-site; USD 52,000 - 75,000; Full time

Benefits offered by this job

Benefits package

Job summary

Ephrata National Bank in Ephrata, PA, seeks a Trust Relationship Associate to proactively solicit new business and manage fiduciary accounts, including trusts, investment management, IRA and estates. The role targets a $5MM+ portfolio and builds a robust referral network.

You will maintain client relationships, promote ENB financial products, ensure compliance, and work with operations to deliver daily goals.

Qualifications

• Bachelor’s degree or relevant experience in business administration, finance or in the banking field.
• 0-2 years of relevant experience; fiduciary services sales preferred.
• CTFA designation or progress toward it.
• Knowledge of trust and investment products and applicable regulations.
• Professional interaction with employees and clients.

Responsibilities

• Maintain and develop client relationships in investment management, trust administration and estates.
• Prospect fiduciary services opportunities and promote ENB products.
• Manage fiduciary accounts in accordance with policies and regulations.
• Achieve production goals as set by ENB.
• Advise customers on ENB financial products and suitability.
• Coordinate fiduciary activities with operations to meet daily goals.
• Assist with client inquiries and research.
• Represent ENB in community activities and events.
• Develop business referral network via marketing and networking.
• Collaborate with other lines to share opportunities.

Skills

Interpersonal communication

Sales & business development

Industry knowledge

Education

Bachelor’s degree or relevant experience in business administration, finance or in the banking field

0-2 years of relevant experience in Fiduciary Services sales

Certified Trust & Fiduciary Advisor (CTFA) designation

Job description

Ephrata National Bank in Ephrata, PA, seeks a Trust Relationship Associate to proactively solicit new business and manage fiduciary accounts, including trusts, investment management, IRA and estates. The role targets a $5MM+ portfolio and builds a robust referral network.

You will maintain client relationships, promote ENB financial products, ensure compliance, and work with operations to deliver daily goals.