Act as a fiduciary to protect and manage customer’s wealth management strategies. Provide expertise and communication in trust and estate issues, working as a liaison between trust clients and various related agencies or advisors.
Administer and manage an assigned case load of personal trust accounts, estate settlements and personal agency accounts.
Build and maintain professional relationships with Tax and Legal Advisors. May actively engage in community and industry activities that create contact with prospective clients with the objective of actively promoting Exchange Bank products.
In this role you will : In this role you will
In this role you will
arrangement of tax, legal and other professional services.
To be successful in the role you will possess the following :
Who We Are
Our Core Values - Commitment, Respect, Integrity, Teamwork
Our Core Values -