Top Trust Executive is responsible for all trust activities, policies, objectives, and the development of new business initiatives. Directs the analysis and review of investment options and sets investment policy and guidelines for the purchase and sale of securities. Being a Top Trust Executive ensures applicable tax reporting and returns are properly prepared and are in compliance with all regulations. May also provide guidance on legal matters to preserve and protect the organization and trusts. Additionally, Top Trust Executive requires a bachelor's degree. Typically reports to top management. The Top Trust Executive manages a business unit, division, or corporate function with major organizational impact. Establishes overall direction and strategic initiatives for the given major function or line of business. Has acquired the business acumen and leadership experience to become a top function or division head. (Copyright 2024 Salary.com)
ABOUT THE ROLE
F&M Trust is looking to hire a Lead Financial Services Representative (Lead FSR) to supervise a Financial Service Representative (FSR) who services customers of the bank at our Newville Office. This individual will oversee the office operations and complete the duties that our highly trained FSR performs such as providing exceptional customer service, performing a wide array of transactions, recommending bank products and services that will be of benefit to our customers, opening consumer accounts and serving as a back up to open business accounts, and engaging customers and prospects in the consumer lending process to include taking an application, conveying disclosures, and closing loans. Finally, this individual will supervise, mentor, motivate, and encourage their direct report. Do you know what is even more exciting? You'll advance your career in banking by gaining even more knowledge and skills that will enable you to open accounts and take consumer loan applications for customers.
This Lead FSR will work approximately 40 hours per week and receive a competitive wage and comprehensive benefits package.
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To help our job title resonate with you, other financial institutions may title their positions like one the following: lead universal teller, lead universal banker, universal banking supervisor, head teller, customer service representative, community banking associate supervisor, community banking supervisor, member services representative (MSR) supervisor, platform supervisor, personal banking supervisor, senior teller/CSR, retail banking supervisor, relationship banker, branch sales leader, branch operations supervisor, customer service supervisor, and branch banker.
F&M Trust is an Equal Opportunity Employer - M/F/Disability/Vet/SO
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