Trust Relationship Manager

Full Time Fair Hill Admin Office, Elkton, MD, US

Salary Range: $70,834.00 To $ Annually

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.

• Prospect new fiduciary services opportunities.
• 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.

• 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.
• Excellent attention to detail.
• Ability to professionally interact with employees and clients.
• Ability to be effective under pressure.
• Ability to handle routine client requests, prioritize, problem solve, and multitask.
• Working knowledge of Microsoft Office and Windows operating environment.
• Demonstrated effective verbal and written communication skills.
• ENB Operational and Functional Competencies

This position has no supervisory responsibilities.

Ephrata National Bank promotes an equal opportunity workplace, which includes reasonable accommodations for otherwise qualified disabled applicants and employees. The physical demands described here are representative of those that an employee must meet to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to talk or hear. Specific vision required by the job includes close, distance, and focus vision. While this position is primarily sedentary, 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.

This is a full-time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5 p.m. Flexibility of schedule to meet business needs is required.

Salaries may vary based on geographic location, market data, and individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.

Additionally, as part of our Total Rewards program, Ephrata National Bank offers a comprehensive benefits package to eligible employees. This includes 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,…