Trust/Investment Officer

Company: Security Federal
Location: Augusta
Posted on: April 24, 2024

Job Description:

Job Type

Full-time

Description

Assists customers with investments and trust services. Daily administration and interaction with Trust Department clients. Annual review of accounts. Acts as liaison with bank branches to generate leads and cross referral opportunities of banking products and services. Build relationships with CPAs, Attorneys, Investment Managers, and current bank customers.

Requirements

Bachelor's Degree from four-year college or university

Experience and/or training in development of business in Banking or Finance.

Superior customer service skills

Possess or be willing to obtain Series 6 or 7, 63 and SC or GA LA&H Insurance License

Preferred Qualifications:

Advanced Degree: Masters, JD or CPA

Certified Trust and Financial Advisor (CTFA)

Working knowledge of the interpretation and practical application of document provisions, trust and estate law taxes, investments and the legal framework of Trust Administration

Training:

Employer will provide training necessary to sit and pass any License requirement. Employer will also provide training related to Trust Administration through appropriate Banker's Trust School.

Security Federal Bank offers a competitive salary and benefits package. EEO.

Bi-lingual skills a plus.

Keywords: Security Federal, Augusta , Trust/Investment Officer, Other , Augusta, Georgia