| Company: | F&M Trust
Chambersburg, PA |
| Job Location: |
Camp Hill - Cumberland County
|
| Employment Type: | Full Time |
| Department: | Trust |
Description: |
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. |
Duties: |
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. |
Qualifications: |
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. |
