Relationship Manager II

Job description

Location: 701 East Pittsburgh St. Greensburg, PA 15601: or: 410 Exton Square Pkwy Exton, PA 19341: or: 2 North Church Street Hours: Monday - Friday (8:00 AM - 5:00 PM) (Additional hours as necessary to meet the objectives of the department) Function : The incumbent has relationship and administrative management responsibility for assigned fiduciary and/or investment management accounts including but not limited to trusts, guardianships, estates, employee benefit plans and investment management accounts. In addition, the incumbent is responsible for customer servicing, account retention and business development. The incumbent may have supervisory responsibility for one or more Relationship Administrators. Duties and Responsibilities: Administers professional services on assigned fiduciary and investment management accounts. Professional services include investment management, liquidity and risk management, tax planning, inheritance and estate planning, and financial planning. Ensures compliance with all banking and fiduciary regulations, bank policies and procedures and departmental policies and procedures. Oversees client profitability. Meets with clients and prospects to explain t...