{"schemaVersion":"jobsearcher.job.v1","id":"650b16c4ebc253ab7bb690da","url":"https://jobsearcher.com/jobs/650b16c4ebc253ab7bb690da","canonicalUrl":"https://jobsearcher.com/jobs/650b16c4ebc253ab7bb690da","title":"Relationship Manager","description":"Description\nPosition Summary: This position is responsible for proactively serving new and existing Investment and Trust client needs through the administration and management of investment and trust programs; maintaining a book of client business ensuring the fiduciary standard is followed; developing new trust business and cross-selling bank products/services; and for supporting bank products and services.\nKey Responsibilities:\nTrust and Investment Account Administration:\nProvide account management to investment and trust clients.\nMeet with clients regularly to determine their objectives, respond to questions, assist in problem resolution, offer proactive advice and recommendations and ensure consistent client satisfaction.\nAct as liaison between clients and other Investment and Trust Department and Bank personnel as necessary to address account issues and respond to questions.\nDiscuss new opportunities or customer problems with the other team members; make recommendations for follow-up action as appropriate.\nAssist clients with a variety of personal and financial needs, including estate planning and financial planning.\nMonitor the status of an assigned group of accounts.\nReview account activity and take action as appropriate (e.g., overdrafts, cash needs, exception memos, etc.).\nFacilitate the payment of bills for trust and agency accounts in coordination with the Trust Administrator.\nComplete annual account reviews.\nWork with the trust investment team (FCI) as necessary to ensure that client objectives are met.\nEnsure that all reports and documentation are complete and up-to-date.\nMaintain assigned book of business and files to ensure compliance with departmental policies and procedures and applicable state laws.\nTrust Client Relations:\nProvide prompt, efficient, and accurate service in processing all customer requests.\nRespond to client inquiries and resolve client problems as appropriate.\nIf client issues encountered are beyond the scope of the incumbent’s knowledge base or authority, the assistance and inclusion of the Trust Department Manager in the problem/issue resolution process is required.\nFiduciary and Personal Income Trust Tax Coordination:\nEnsure all aspects of personal and trust tax reporting is completed for assigned clients to ensure timely and accurate filing of all tax information.\nTrust Servicing Liaison:\nWork with the Bank’s trust operations servicing vendors to ensure high quality, accurate and timely client service.\nWork with Trust Investment Team (TIS) and Trust Administrator as necessary to respond to client needs.\nBusiness Development/Cross-Selling Bank Services:\nMaintain and establish contact with potential clients through bank referrals and other community contacts within the Bank's market area through direct calls, business organization gatherings and other functions, to actively solicit new business.\nKeep current on the Bank’s retail offerings. Inform prospects and clients of any new products and services offered through the Bank.\nFinancial Planning:\nPrepare and present financial planning services to clients and prospects as appropriate.\nWork with department Certified Financial Planner (CFP) to present plans if certification is not held.\nAdministrative Support:\nPrepare Request for Proposals (RFPs), Act as back up to the Trust Administrator responsibilities.\nComply with all Federal and State banking and trust regulations and all Bank and department policies and procedures.\nMeet or exceed objectives and standards for Trust Relationship Manager performance.\nSupport Bank Products/Services:\nMaintain knowledge of current Bank products and services.\nActively utilize as many Bank products and services as possible in order to fully understand their features and benefits and to be able to communicate effectively with customers and prospective customers.\nCommunity/Public Relations:\nActively participate in community organizations and events. Represent the Bank in the community.\nOther Duties:\nDemonstrate reliable attendance and punctuality.\nHandle telephone inquiries and provide information to vendors and other departments in a professional and courteous manner.\nAttend and participate in Bank meetings.\nAttend internal and external training to improve skills and knowledge relevant to the trust assistant position.\nUnderstand and fully comply with Kennebec Savings Bank’s Core Values.\nPerform other duties as required.\nPositions Reporting to This Position:\nNone\nRequirements\nEducation/Experience Required:\n5 plus years demonstrating progressively more responsibility and experience in Investment Management or Trust administration.\nFamiliarity with investments through education and or experience.\nFinancial planning experience and certification desirable.\nBachelor of Science with focus on finance or business preferred.\nMust be able to deal with people in a confidential, supportive and professional manner in person via email and by telephone.\nOther Requirements:\nMust be able to read and work with computer printout reports.\nMust be able to spend extended periods working at a computer.\nMust be able use the telephone to converse with customers; must be able to communicate clearly by telephone; must have good listening ability and skills.\nMust have strong written communications skills, including letter-writing ability.\nMust be able to prioritize and organize workflow; must have good attention to detail; must be able to handle multiple jobs.\nMust have the ability to think through a problem, following proper steps in finding resolution.\nMust have a high degree of ethics and maintain confidentiality of customers and accounts.\nMust be friendly, courteous and sensitive to the needs of customers and coworkers.\nSalary Range: Compensation for this position is based on knowledge, skills, experience, and demonstrated competency within the role.\nDeveloping - Minimum: $72,882\nProficient - Midpoint: $100,219\nExceptional - Maximum: $127,556\n\n#J-18808-Ljbffr","company":"Socket","rawCompany":"socket","city":"Augusta Springs","state":"VA","isRemote":false,"isActive":false,"createdAt":"2026-08-11T03:24:55.180Z","occupations":[{"code":"13-2052.00","title":"Personal Financial Advisors","slug":"personal-financial-advisors"},{"code":"11-3031.00","title":"Financial Managers","slug":"financial-managers"},{"code":"11-3031.03","title":"Investment Fund Managers","slug":"investment-fund-managers"}],"industries":[{"code":"522110","title":"Commercial Banking","slug":"commercial-banking"},{"code":"522180","title":"Savings Institutions and Other Depository Credit Intermediation","slug":"savings-institutions-and-other-depository-credit-intermediation"},{"code":"523991","title":"Trust, Fiduciary, and Custody Activities","slug":"trust-fiduciary-and-custody-activities"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Relationship Manager","description":"Description\nPosition Summary: This position is responsible for proactively serving new and existing Investment and Trust client needs through the administration and management of investment and trust programs; maintaining a book of client business ensuring the fiduciary standard is followed; developing new trust business and cross-selling bank products/services; and for supporting bank products and services.\nKey Responsibilities:\nTrust and Investment Account Administration:\nProvide account management to investment and trust clients.\nMeet with clients regularly to determine their objectives, respond to questions, assist in problem resolution, offer proactive advice and recommendations and ensure consistent client satisfaction.\nAct as liaison between clients and other Investment and Trust Department and Bank personnel as necessary to address account issues and respond to questions.\nDiscuss new opportunities or customer problems with the other team members; make recommendations for follow-up action as appropriate.\nAssist clients with a variety of personal and financial needs, including estate planning and financial planning.\nMonitor the status of an assigned group of accounts.\nReview account activity and take action as appropriate (e.g., overdrafts, cash needs, exception memos, etc.).\nFacilitate the payment of bills for trust and agency accounts in coordination with the Trust Administrator.\nComplete annual account reviews.\nWork with the trust investment team (FCI) as necessary to ensure that client objectives are met.\nEnsure that all reports and documentation are complete and up-to-date.\nMaintain assigned book of business and files to ensure compliance with departmental policies and procedures and applicable state laws.\nTrust Client Relations:\nProvide prompt, efficient, and accurate service in processing all customer requests.\nRespond to client inquiries and resolve client problems as appropriate.\nIf client issues encountered are beyond the scope of the incumbent’s knowledge base or authority, the assistance and inclusion of the Trust Department Manager in the problem/issue resolution process is required.\nFiduciary and Personal Income Trust Tax Coordination:\nEnsure all aspects of personal and trust tax reporting is completed for assigned clients to ensure timely and accurate filing of all tax information.\nTrust Servicing Liaison:\nWork with the Bank’s trust operations servicing vendors to ensure high quality, accurate and timely client service.\nWork with Trust Investment Team (TIS) and Trust Administrator as necessary to respond to client needs.\nBusiness Development/Cross-Selling Bank Services:\nMaintain and establish contact with potential clients through bank referrals and other community contacts within the Bank's market area through direct calls, business organization gatherings and other functions, to actively solicit new business.\nKeep current on the Bank’s retail offerings. Inform prospects and clients of any new products and services offered through the Bank.\nFinancial Planning:\nPrepare and present financial planning services to clients and prospects as appropriate.\nWork with department Certified Financial Planner (CFP) to present plans if certification is not held.\nAdministrative Support:\nPrepare Request for Proposals (RFPs), Act as back up to the Trust Administrator responsibilities.\nComply with all Federal and State banking and trust regulations and all Bank and department policies and procedures.\nMeet or exceed objectives and standards for Trust Relationship Manager performance.\nSupport Bank Products/Services:\nMaintain knowledge of current Bank products and services.\nActively utilize as many Bank products and services as possible in order to fully understand their features and benefits and to be able to communicate effectively with customers and prospective customers.\nCommunity/Public Relations:\nActively participate in community organizations and events. Represent the Bank in the community.\nOther Duties:\nDemonstrate reliable attendance and punctuality.\nHandle telephone inquiries and provide information to vendors and other departments in a professional and courteous manner.\nAttend and participate in Bank meetings.\nAttend internal and external training to improve skills and knowledge relevant to the trust assistant position.\nUnderstand and fully comply with Kennebec Savings Bank’s Core Values.\nPerform other duties as required.\nPositions Reporting to This Position:\nNone\nRequirements\nEducation/Experience Required:\n5 plus years demonstrating progressively more responsibility and experience in Investment Management or Trust administration.\nFamiliarity with investments through education and or experience.\nFinancial planning experience and certification desirable.\nBachelor of Science with focus on finance or business preferred.\nMust be able to deal with people in a confidential, supportive and professional manner in person via email and by telephone.\nOther Requirements:\nMust be able to read and work with computer printout reports.\nMust be able to spend extended periods working at a computer.\nMust be able use the telephone to converse with customers; must be able to communicate clearly by telephone; must have good listening ability and skills.\nMust have strong written communications skills, including letter-writing ability.\nMust be able to prioritize and organize workflow; must have good attention to detail; must be able to handle multiple jobs.\nMust have the ability to think through a problem, following proper steps in finding resolution.\nMust have a high degree of ethics and maintain confidentiality of customers and accounts.\nMust be friendly, courteous and sensitive to the needs of customers and coworkers.\nSalary Range: Compensation for this position is based on knowledge, skills, experience, and demonstrated competency within the role.\nDeveloping - Minimum: $72,882\nProficient - Midpoint: $100,219\nExceptional - Maximum: $127,556\n\n#J-18808-Ljbffr","datePosted":"2026-08-11T03:24:55.180Z","dateModified":"2026-08-11T03:24:55.180Z","hiringOrganization":{"@type":"Organization","name":"Socket","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Augusta Springs","addressRegion":"VA","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"650b16c4ebc253ab7bb690da"},"url":"https://jobsearcher.com/jobs/650b16c4ebc253ab7bb690da"}}