Job description
Lehigh Valley
Basic Qualifications
Education/Training: A B.S. or B.A. degree in a related field of study normally required; specialized wealth management sales education/training. FINRA Licenses required; 6, 66 (or 63 and 65) and 7.
Skill(s):
Proficient reading, writing, grammar, and mathematics skills; excellent interpersonal relations, communicative, and sales skills; proficient analytical abilities; a thorough knowledge of the features and benefits of all bank wealth management products and services; a thorough knowledge of bank operating policies and procedures which impact trust and wealth management services; a thorough knowledge of current trust and wealth management regulations and tax laws; proficient PC skills; visual and auditory skills; valid driver’s license.
Experience: A minimum of one (1) year experience in related positions normally required.
General Responsibilities
Responsible for providing trust and wealth management services to bank clients and prospects; achieving sales and services goals as established in the Wealth Management Division’s annual operating plan; coordinating work within the department, as well as with other departments; complying with operating policies and procedures established for the trust function; communicating with appropriate personnel; responding to inquiries or requests for information; maintaining appropriate records and providing assigned reports.
Status: recruiting
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