Accounting, Administrative Management, Banking Services, Brokerage, Community Banking, Finance, Insurance, Investment Management, Retirement Plan, Wealth Management
Actively pursues new business for the Wealth Management Department. Seeks opportunities for relationship building with current and potential clients. Assumes responsibility for the administration of investment management and Wealth Management accounts including trusts, estates, guardianships, agencies and retirement plans.
- A Bachelor degree in business, accounting or finance preferred or a minimum of 5 to 10 years related experience.
- Community banking experience in the areas of trust, brokerage and/or insurance.