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.

Essential Functions

• Possess reasonable accommodation to perform essential functions.
• Possess reasonable accommodation to perform essential functions.
• Possess reasonable accommodation to perform essential functions.
• Possess reasonable accommodation to perform essential functions.
• Possess reasonable accommodation to perform essential functions.
• Possess reasonable accommodation to perform essential functions.
• Possess reasonable accommodation to perform essential functions.
• Possess reasonable accommodation to perform essential functions.
• Possess reasonable accommodation to perform essential functions.
• Possess reasonable accommodation to perform essential functions.

Required Education and Experience

• Bachelor’s degree required.
• 4-6 years of relevant experience required.
• Certified Trust & Fiduciary Advisor (CTFA), Certified Financial Planner (CFP®), or other designation preferred or in process of acquiring.
• Prior trust/wealth management experience demonstrating the ability to use discretion in the administration of complex, significant client relationships.
• Maintain a working knowledge of trust and investment products and services, as well as comply with trust policies, procedures, and applicable trust regulations.

Competencies

• Operational and Functional Competencies
• Supervisory Requirements

Pay and Benefits

• Salary: $70,803.33 - $102,000.00
• Benefits: Medical plans with prescription drug coverage; health savings account and/or flexible spending account; dependent care flexible spending account; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay, jury duty, and bereavement; disability insurance coverage and maternity and parental leave; educational assistance and a robust wellness program with financial incentives.

Work Environment

• This job operates in a professional work environment.
• The employee is regularly required to talk or hear.
• The employee is frequently required to stand, walk, use hands to finger, handle, or feel objects or controls, reach with hands and arms, bend, balance, stoop, kneel, and crouch.
• The employee must be able to lift and/or move up to 25 pounds, including standard computer and copy paper boxes, and open and close filing cabinets and drawers.

Travel

• This position may require travel.

EEO Statement

• Ephrata National Bank supports a diverse workforce and is an Equal Opportunity Employer.
• The bank complies with all relevant federal, state, and local laws and regulations regarding nondiscrimination.