Trust Relationship Manager
About the role
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. The role operates in a professional office environment using standard office equipment; due to location, ambient noise can be distracting. While primarily sedentary, the job requires regular talking/hearing, close/distance/focus vision, and occasional standing, walking, lifting up to 25 pounds, and similar physical activities. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. This position may require travel.
Responsibilities
- Prospect new fiduciary services opportunities.
- Grow COI’s in assigned market – to include Attorney’s and CPA’s
- 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.