F&M Trust
  • 01-Feb-2017 to 02-Apr-2017 (EST)
  • Trust
  • Carlisle, PA, USA
  • Salary
  • 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.

REQUIRED SKILLS:

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.

REQUIRED EDUCATION:

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.

REQUIRED EXPERIENCE:

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.

F&M Trust
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