Summary:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 

Essential Function:

Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing.  You will also be expected to complete all assigned compliance training in a timely manner.

 

Essential Duties and Responsibilities: 

Possesses a working knowledge of investment management. Prepares and maintains data on current and prospective investments. Maintains a current body of knowledge of economic trends and conditions. Maintains familiarity with fiduciary principals and prudent investing concepts. Participates in the preparation and presentation of reports to existing clients and new business proposals. Other duties as assigned.