Relationship Manager II
S&T Bank
full-time
Posted on:
Location Type: Hybrid
Location: Greensburg • Pennsylvania • United States
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Salary
💰 $55,000 - $156,450 per year
About the role
- Administers professional services on assigned fiduciary and investment management accounts
- Ensures compliance with all banking and fiduciary regulations
- Meets with clients and prospects to explain the available services
- Maintain calling protocols
- Pursue business development through expanded relationships with existing clients
- Develops and shares industry expertise
- Participates regularly in community and business activities to enhance the image and position of the WMS
- Maintains a broad product knowledge base of all WM products and high quality service standards
Requirements
- Requires a four-year college degree or equivalent
- Attainment of or progress towards attainment of industry certifications (e.g. CTFA, CFP, ChFC, etc.) and/or advance degree (e.g. MBA, JD, etc.) preferred
- Two to five years specialized experience, specifically trust administration.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
client communicationbusiness developmentrelationship managementcommunity engagementservice standards
Certifications
CTFACFPChFCMBAJD