- 01-Feb-2017 to 02-Apr-2017 (EST)
- Carlisle, PA, USA
- Full Time
Comprehensive Benefits Package plus Annual Bonus
SUMMARY OF POSITION:
Responsible for providing trust, administration, investment, estate and retirement services to customers of the Investment and Trust Services department; achieving customer service and sales goals as established in the Investment and Trust Services department's annual operating plan; complying with operating policies and procedures established for the trust administration function; communicating with appropriate personnel; responding to inquiries or requests for information; maintaining appropriate records and providing assigned reports; and, demonstrating a commitment to community involvement.
Proficient reading, writing, grammar and mathematics skills; a thorough knowledge of current trust regulations. Also required are strong communication skills; and, well-developed interpersonal skills (with sales orientation). Must have the ability to deal tactfully and efficiently with fellow bank employees and customers. Must be able to work at a pace that ensures that established deadlines are met.
A B.S. or B.A. degree in a related field of study is preferred; or, equivalent combination of education and specialized training related to investments and trust services. Series 7 and 63 Licenses helpful.
A minimum of two (2) years' experience in related positions. Previous experience with personal computers, Word and Excel software and office equipment is also required.