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Description
Assists customers with investments and trust services. Daily administration and interaction with Trust Department clients. Annual review of accounts. Acts as liaison with bank branches to generate leads and cross referral opportunities of banking products and services. Build relationships with CPAs, Attorneys, Investment Managers, and current bank customers.
Requirements
Bachelor's Degree from four-year college or university
Experience and/or training in development of business in Banking or Finance.
Superior customer service skills
Possess or be willing to obtain Series 6 or 7, 63 and SC or GA LA&H Insurance License
Preferred Qualifications:
Advanced Degree: Masters, JD or CPA
Certified Trust and Financial Advisor (CTFA)
Working knowledge of the interpretation and practical application of document provisions, trust and estate law taxes, investments and the legal framework of Trust Administration
Training:
Employer will provide training necessary to sit and pass any License requirement. Employer will also provide training related to Trust Administration through appropriate Banker’s Trust School.
Security Federal Bank offers a competitive salary and benefits package. EEO.
Bi-lingual skills a plus.
Full Time
$62k-77k (estimate)
07/04/2023
07/23/2024
secfed.com
ELIZABETHTON, TN
50 - 100
1990
Private
$10M - $50M
The job skills required for Trust/Investment Officer include Customer Service, CPA, etc. Having related job skills and expertise will give you an advantage when applying to be a Trust/Investment Officer. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Trust/Investment Officer. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Trust/Investment Officer positions, which can be used as a reference in future career path planning. As a Trust/Investment Officer, it can be promoted into senior positions as a Trust Officer III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Trust/Investment Officer. You can explore the career advancement for a Trust/Investment Officer below and select your interested title to get hiring information.