Senior Trust & Wealth Relationship Manager

Ephrata National Bank; Ephrata (Lancaster County); On-site; USD 100,000 - 180,000; Full time

Benefits offered by this job

Medical plans

401(k) match

Employee Stock Purchase Plan

Paid time off

Disability insurance

Educational assistance

Wellness program

Job summary

Ephrata National Bank is seeking a Trust Relationship Manager to lead business development and administer fiduciary services including trusts, IRAs, powers of attorney, and estates. The role requires building and managing a $50MM+ portfolio across 100+ accounts and generating substantial revenue while upholding fiduciary standards.

This position emphasizes collaboration with internal teams and external professionals to expand the bank's wealth-management footprint.

Qualifications

• 4–6 years of trust experience required.
• Experience in business development essential for fiduciary services.
• Discretion in handling complex client relationships and sensitive information.
• Strong communication skills and professional interaction with clients.

Responsibilities

• Prospect fiduciary services opportunities and grow client relationships.
• Manage portfolios, trusts, IRAs, POAs, and estates for clients.
• Collaborate with internal teams and centers of influence to pursue opportunities.
• Ensure compliance with policies, procedures, and fiduciary risk controls.

Skills

Trust & wealth management

Education

CTFA/CFP designation or in progress

Job description

Ephrata National Bank is seeking a Trust Relationship Manager to lead business development and administer fiduciary services including trusts, IRAs, powers of attorney, and estates. The role requires building and managing a $50MM+ portfolio across 100+ accounts and generating substantial revenue while upholding fiduciary standards.

This position emphasizes collaboration with internal teams and external professionals to expand the bank's wealth-management footprint.