CNB Bank, Senior Fiduciary Officer

Description

Location: Clearfield, St. Marys or State College

Fiduciary Officers are dedicated to providing exceptional personalized service to their clients through the bank’s premiere financial offerings. They cater to the customer with a focus on growing and protecting the client’s assets and seek to make a positive impact on the communities in which they live and work. 

Below is a list of essential job functions. Additional responsibilities may be assigned in the position.

PROVIDE ENHANCED CLIENT SERVICE

Discovers customer needs, develops solutions, and implements plans to exceed customer goals and expectations. Engage in relationship management activities so that relationships are nurtured and expanded, and all additional needs are met. Administers Trusts, Estates, and Investment Accounts according to their documents and effectively communicates with Beneficiaries. Generate new wealth management opportunities from your book of business and networking.  

FOSTER OUR CULTURE

Possesses and displays a positive attitude in managing change, working and communicating with others and adhering to policies and procedures under customer service standards. Proudly represents the corporation and become actively involved in the community in which he/she resides and works to promote goodwill and to generate new business. 

EMBRACES TECHNOLOGY AND CHANGE

Possesses and displays a positive approach in managing and embracing change. Continually evaluates processes and procedures to effectively use technology for efficiencies and accuracy. 

FOCUS ON ACCURACY AND ATTENTION TO DETAIL

Performs accurate review and research for all maintenance, transactional and client related activities and requests. Adheres to bank policies, procedures, and regulations set forth at the Federal and State levels. Adheres to the customer service standards set forth by the bank. 

SEEK PROFESSIONAL DEVELOPMENT OPPORTUNITIES

Takes advantage of training opportunities to advance knowledge of rules and regulations that impact all avenues of asset management. Additional training in this department will be required to take on additional client-advice responsibilities.  

Requirements

QUALIFICATIONS, EDUCATION, & EXPERIENCE

To perform this job successfully, an individual must be able to perform each essential job requirement satisfactorily and a skills inventory is listed below. 4-year degree in related field or equivalent combination of education and/or experience. Prior experience in Trust Administration or Trust Operations preferred. 7+ years’ experience in banking, financial services, or a related field required. CTFA professional designation preferred or must be willing to obtain.  A background screening will be conducted.

• LANGUAGE SKILLS: Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to write speeches and articles for publication that conform to prescribed style and format. Ability to effectively present information to top management, public groups, and/or boards of directors. Ability to communicate clearly with clients verbally and in writing and be comfortable distilling complex topics into easy-to-understand summaries for clients who may not have a lot of knowledge in the areas in which they are seeking advice.
• TECHNOLOGY SKILLS: Ability to use telephone systems and possess good computer skills including email, internet and intranet use. Prior experience or the ability to learn core transaction system, debit card system, statement processing system, cash advance machines and any other computer programs pertinent to performing job duties.
• MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
• REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve challenging problems involving several variables in a standardized situation.
• PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

This position operates in a professional office environment with considerable time spent at a desk using office equipment such as computers, phones