AVP, Trust & Investment Management

The AVP, Trust & Investment Management position is an Account Officer for a book of business consisting of Trust and Investment Account. This position is responsible for maintaining those existing client relationships while also growing and developing new business for the Bank. Daily responsibilities include meeting with clients regularly, preparing and providing account summaries or performance reports, conducting web based research on investment data and executing trades at the request of clients,

The ideal candidate will have proven experience and knowledge of the financial industry and general securities. This position also requires the ability to read, analyze and interpret detailed information such as financial reports and legal documents as well as strong customer service skills. A bachelor's degree and/or comparative experience is preferred.

For over 100 years Solvay Bank has been dedicated to our customers and our community. Join us and enjoy the many rewards; matched 401(K) retirement savings, health and dental coverage, and more.

Internal applications must be submitted by 8/20/2026

POSITION TITLE: DEPARTMENT: REPORTS TO:

Assistant Vice President Trust & Investment VP, Trust & Investment Manager

Trust & Investment Management

SUMMARY:

Account Officer for Book of Business consisting of Trust and Investment Accounts. Responsibilities also include growing current relationships and developing new business for the Department.

OVERALL RESPONSIBILITIES:

• Prepare investment summaries, account reviews, and performance reports for client accounts.
• Participate in development of new business to increase department revenue.
• Network with Branches and the Community to generate new business.
• Comply with Compliance requires regarding annual account reviews.
• Meet with clients on a regular basis to ensure investment objective is appropriate, client needs are being met and expand relationship.

• Conduct web-based research and compile investment data as requested by the Trust & Investment Manager.
• Executes trades at the request of clients and as needed for asset allocation re-balancing and cash needs.

QUALIFICATION REQUIREMENTS:

• Knowledge of the financial industry and general securities.
• PC skills with working knowledge of Word and Excel applications.

EDUCATIONand/or EXPERIENCE:

Bachelor's Degree from accredited four-year college;

NECESSARY SKILLS:

• Ability to read, analyze, and interpret detailed information, financial reports, and legal documents.
• Strong customer service and communication skills.
• Ability to be flexible and effectively deal with various types of people and situations.
• Attention to detail.

LANGUAGE SKILLS:

Ability to create routine reports and correspondence. Ability to effectively communicate with clients on phone and face to face. Pleasant phone manner.

MATHEMATICAL SKILLS:

Ability to apply concepts such as fractions, percentages, ratios to practical situations.

REASONING ABILITY:

Ability to analyze and solve problems involving several concrete variables in standardized situation.

OTHER SKILLS AND ABILITIES:

Word, Excel, Internet Access capabilities

PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; and talk or hear. The employee frequently is required to stand, walk and sit. The employee is occasionally required to climb or balance.

Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus.

WORK ENVIRONMENT:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

The noise level in the work environment is usually moderate.

Exempt rev 07.26