Wealth & Trust Relationship Manager

Ephrata National Bank; Bacon Hill (MD); On-site; USD 69,000 - 104,000; Full time

Benefits offered by this job

Medical benefits

401(k) plan

Employee stock purchase plan

Paid time off

Job summary

Ephrata National Bank is seeking a fiduciary services professional responsible for business development and the administration of trusts, investment management accounts, IRAs, Powers of Attorney, and estates. You will manage a large portfolio, maintain strong client relationships, and collaborate with internal teams to expand our wealth solutions offerings.

The role requires a Bachelor’s degree and 4–6 years of relevant experience with a preference for CTFA/CFP designations.

Qualifications

• Bachelor’s degree required.
• 4-6 years of relevant experience required.
• Trust and Business Development experience required.
• Proficiency with Microsoft Office and Windows operating environment.
• Excellent attention to detail and professional interactions with staff and clients.
• Ability to perform under pressure and multitask.

Responsibilities

• Prospect new fiduciary services opportunities and grow COIs.
• Maintain and develop client relationships in investment management, trust administration, IRAs, POA, and estates.
• Collaborate with internal teams and Centers of Influence for joint calling opportunities.
• Manage account relationships per internal policies and fiduciary requirements.
• Represent the Bank in community activities and assist management with special projects.

Skills

Verbal and written communication

Client interaction

Discretion

MS Office

Education

Bachelor's degree

CTFA/CFP designation preferred

Tools

Windows OS

Job description

Ephrata National Bank is seeking a fiduciary services professional responsible for business development and the administration of trusts, investment management accounts, IRAs, Powers of Attorney, and estates. You will manage a large portfolio, maintain strong client relationships, and collaborate with internal teams to expand our wealth solutions offerings.

The role requires a Bachelor’s degree and 4–6 years of relevant experience with a preference for CTFA/CFP designations.