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Individual Retirement Account (IRA) Specialist

Company: Fulton Financial Corporation
Location: Wilmington
Posted on: June 12, 2021

Job Description:

Value Proposition

Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company and every success we experience begins with them. We hire team members who raise the bar, who are collaborative and inclusive, who build relationships, and who are looking for a long-term career with Fulton Bank. We strive to promote a culture of work-life balance, to unplug and recharge to be your best self, at work and at home.

Overview

Individual Retirement Account (IRA) Specialist for IRA and Retirement Account client relationships as assigned. Responsible for retaining and expanding existing relationships, and new client acquisition. Has overall responsibility for the maintenance of client relationships and the delivery of all IRA and Retirement Account related products and services, tax advisement provided through Fulton Private Bank.

Position may sit anywhere throughout the Fulton footprint. Must be able to come to Corporate Headquarters in downtown Lancaster, PA as needed.

Responsibilities

Essential Duties

  • Lead the delivery of a consistent and integrated client experience through superior execution of Fulton's value proposition. Achieve consistent delivery of relationship management to assigned clients. Coordinate service execution with internal partners to ensure seamless service delivery and maintain client satisfaction. Develop activities and initiatives to retain and expand client relationships and increase fee revenue to Fulton Private Bank. Responsible for organizing, documenting and executing the client relationship plan.
  • Retain, expand and broaden existing client relationships by identifying cross sell opportunities for Fulton services and collaborating across Fulton Bank to achieve results. Develop relationships with internal and external centers of influence to facilitate an effective referral network of new prospects. Participates in community and business activities to enhance the image and position of Fulton Bank, N. A. Achieve annual sales goals. Act as a mentor and trainer for Relationship Managers. Act as a technical resource for other Relationship Managers for certain administrative, leadership or management functions as assigned by the Relationship Team Manager.
  • Ensure assigned accounts are administered within the terms and conditions of the governing account documents. Complete all required reviews and reports in a timely and accurate manner. Review and analyze assigned accounts for their efficient and effective operation. Advising clients concerning the administration of assigned accounts. Deals with client & others, and others to maintain their confidence without compromising trust principals or Fulton Bank, N. A. 's fiduciary responsibility. Responds to routine and general inquiries concerning trust services, investments and administrative matters, and handles routine problems and requests .

Qualifications

Education

Bachelor Degree or the equivalent experience. (Required)

Certified Financial Planner (CFP) or Certified Retirement Services Professional (CRSP) or Certified Trust and Financial Advisor (CTFA) designations (Preferred)

Experience

10 or more years relationship management and Individual Retirement Account administration including personal income tax experience . (Required)

Trust tax experience (Preferred)

This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.

Sponsorship Statement

As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.

EEO Statement

Fulton Bank ("Fulton") is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.

Keywords: Fulton Financial Corporation, Wilmington , Individual Retirement Account (IRA) Specialist, Other , Wilmington, Delaware

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