For more than a century First United has served the financial needs of our personal and business customers throughout Maryland, West Virginia, Virginia, and Pennsylvania. We care about our communities, seek to understand what drives our customers, and create customized solutions to meet their needs. Our mission is to enrich the lives of our customers, coworkers, and shareholders through an unparalleled commitment to the client experience and passionate involvement in the community.
Job Reporting Relationships
Supervised by Sr. Wealth Advisor-Team Leader Supervises NA
Basic Qualifications
Education and Training A B.S. or B.A. degree in a related field or equivalent education and work-related experience Normally required completion of Cannon Trust Schools I, II, and III or equivalent education and work experience Completion of approved trust sales training Series 7 Brokerage license Life Insurance license (preferred) Sales management training Obtain and maintain appropriate Bank Product Knowledge Certification
Skills
• Proficient reading, writing, grammar, and mathematics skills • Proficient interpersonal relations, communicative, and sales skills • Moderate computer skills • Knowledge of current laws and regulations regarding trust and estate administration • Ability to generate a minimum of $25,000 in new revenue per year once training program is complete • Visual and auditory skills • Valid drivers license
Experience
A minimum of one to two years of experience in related positions, normally required
General Responsibilities
Responsible for soliciting new trust business from present and prospective customers Participating with Wealth Advisors in establishing specific goals and activities to reach assigned sales expectations Ensuring the departments compliance with operating policies and procedures established for the trust sales function Directly supervising assigned personnel when applicable Communicating with appropriate management and staff personnel Providing periodic reports
Essential Duties
Solicits new trust business from present and prospective customers, including:
• Cultivating internal and external referral sources and Centers of Influence • Developing and maintaining a calling program for existing book of business • Providing financial consultation as part of the sales process • Maintaining thorough knowledge of all bank products and services • Maintaining knowledge of current laws and regulations regarding trust and estate administration and investment services • Developing and executing direct mail campaigns and cold call programs as appropriate to identify qualified prospects • Conducting seminars and presentations as part of the sales effort • Providing assistance to other bank and trust employees as requested • Maintaining timely and accurate records • Providing administrative support for selected relationships • Maintaining current and proficient knowledge of the investment policy products and procedures • Assisting with the initial investment design of new account portfolios • Participating in community activities as it relates to the successful completion of primary duties • Cross-selling all bank products and services as appropriate • Serves on the Trust Management Committee • Participates with Wealth Advisors in establishing specific sales goals and calling efforts, implements strategies to achieve goals • Organizes schedules and completes work from assigned personnel • Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the workplace • Cooperates with participates in and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the banks compliance with all regulatory requirements
Performs tasks which are supportive in nature to the essential functions of the job but which may be altered or re-designed depending upon individual circumstances
Job Location Assigned office location: Various outside locations
Equipment Machines: Automobile, Telephone, PC, Computer keyboard, Printer, Calculator, Fax machine, Copy machine
Full Time Employment Benefits
Full-time hourly-paid employees will be provided 12 days of Paid Time Off (PTO) that is accrued 1 day for each month worked. After the completion of 90 days of employment, accrued PTO can be used for any purpose, including being paid for absences or vacation time. At the end of the first year of employment, any unused PTO will be converted to the employees sick time accrual. Sick time will begin accruing effective on the employees first year anniversary up to 120 days. At that point, PTO is no longer available, and any paid absence will be eligible under the sick vacation personal and family sick pay policy.
Salaried-paid employees are not eligible for PTO and accrue paid sick days at 1 day per month and any vacation time that has been approved for the first year of employment. 12 paid holidays, 2 Personal days, 2 Family Sick days, 2 Volunteer Days after completion of 90 days of employment. Eligible for Health Care, Dental, and Vision single and family coverage the first of the month following 30 days of full-time employment. 401k eligible on the first day of the month following 30 days of employment with employer match available. Company Wellness Program. Company Stock program available after 1 year of employment. Annual Performance Reviews completed and salary increase amount given based on individual performance.
This position is salary and not eligible for overtime. Salary Range: Minimum $35,568, Maximum $77,900.
First United Bank & Trust is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class. First United Bank & Trust is a drug-free workplace.