Investment and Trust Services Officer

2 weeks ago


Augusta, Maine, United States Security Federal Bank Full time
Position Overview

The Investment and Trust Services Officer plays a vital role in assisting clients with their investment and trust needs. This position involves daily management and engagement with clients in the Trust Department, ensuring their accounts are reviewed annually.

Key Responsibilities
  • Facilitate communication between clients and bank branches to foster leads and cross-referral opportunities for banking products and services.
  • Develop and maintain strong relationships with external partners including CPAs, Attorneys, and Investment Managers.
  • Provide exceptional customer service to all clients.
Qualifications

Education: A Bachelor's Degree from an accredited four-year institution is required.

Experience: Previous experience or training in business development within the Banking or Finance sectors is preferred.

Skills: Superior customer service abilities are essential. Candidates should possess or be willing to obtain the necessary licenses, including Series 6 or 7, 63, and SC or GA LA&H Insurance License.

Preferred Qualifications
  • Advanced degrees such as a Master's, JD, or CPA are highly regarded.
  • Certification as a Trust and Financial Advisor (CTFA) is advantageous.
  • A solid understanding of trust and estate law, investment strategies, and the legal framework governing Trust Administration is preferred.
Training Opportunities

Security Federal Bank is committed to providing the necessary training for candidates to successfully meet licensing requirements. Additionally, training related to Trust Administration will be offered through the Banker's Trust School.

Security Federal Bank provides a competitive salary and benefits package. We are an equal opportunity employer.

Bi-lingual skills are considered a plus.



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