Trust Officer: Strategic Wealth Growth & Client Advisory

Northwest Consumer Discount Company; Erie (Erie County); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation

Professional development opportunities

Celebration of employee achievements

Job summary

Northwest Consumer Discount Company is hiring a Trust Officer in Erie, PA. This role involves managing customer portfolios, conducting interviews, and recommending investment opportunities. Candidates must possess a Bachelor's Degree in finance or related field and have 8-12 years of relevant experience. Strong interpersonal and analytical skills are essential. The position offers competitive compensation and benefits in a collaborative environment focused on community support.

Qualifications

• 8-12 years of relevant customer service or sales experience.
• Ability to motivate and manage a team effectively.
• Strong interpersonal and communication skills.

Responsibilities

• Perform account administration and manage trust relationships.
• Conduct customer interviews and presentations.
• Recommend investment and trust opportunities.

Skills

Client relationship management

Financial data analysis

Organizational skills

Communication skills

Problem-solving

Education

Bachelor's Degree in business/finance/related

Tools

Microsoft Office

Job description

Northwest Consumer Discount Company is hiring a Trust Officer in Erie, PA. This role involves managing customer portfolios, conducting interviews, and recommending investment opportunities. Candidates must possess a Bachelor's Degree in finance or related field and have 8-12 years of relevant experience. Strong interpersonal and analytical skills are essential. The position offers competitive compensation and benefits in a collaborative environment focused on community support.