Offer summary
Qualifications:
Bachelor’s degree from an accredited university, Minimum of five years of relevant experience, Strong MS Office skills including Outlook, Excel, Word and PowerPoint, Trust system experience preferred, Certified Employee Benefits Specialist or related certificates preferred.
Key responsabilities:
- Serve as primary contact for trust services.
- Nurture client relationships with high-quality service.
- Onboard new accounts and maintain documentation.
- Coordinate client meetings and ensure deliverables.
- Identify cross-selling opportunities for business development.