About The First National Bank & Trust Co. of Newtown:

The First has served the residents of Bucks County, Pennsylvania since 1864, longer than any other local banking institution. For over 150 years The First has proudly remained independent and committed to our community, reinvesting in our local economy and families. We provide traditional banking services as well as more sophisticated trust and wealth management services. We have never wavered in our commitment to remaining an independent, community bank focused exclusively on supporting our towns, our businesses, and our neighbors. 

About Trust & Wealth Management:

Since 1922, our Trust & Wealth Management Group has earned the confidence of thousands who want to grow, preserve, and protect their assets. We stress defined goals and objectives. Our experienced team provides investment and administrative services to best serve each client’s unique needs, which drive our planning process. We seek to build a long-term investment portfolio, which meets our client’s long-term financial goals. The values and commitment of The First to its employees result in advisor relationships measured in multiple generations of clients. 

Working For The First:

At The First, we are proud to offer a stable, growing, and successful workplace. We strongly believe in giving back to our community and our employees often participate in community activities and volunteer efforts. We offer a friendly, supportive working environment.

Working at The First includes the following benefits: 

• Salary commensurate with experience
• 401(k) and pension plan.
• 100% paid healthcare premium*
• Education reimbursement
• Free banking services
• Paid vacation, holidays, and personal leave days
• Career advancement opportunities 

*Tobacco users may incur a surcharge. Failure to complete a biometric screening may result in a surcharge

About the Portfolio Manager II role:

The Portfolio Manager II is primarily responsible for the management of client portfolios. 

Essential Functions:

• Defines client objectives; designs and implements portfolios; purchases and sells securities; performs asset reviews; makes recommendations on portfolio changes; contacts clients to discuss recommendations.
• Studies the capital markets.
• Prepares financial planning overviews for clients.
• Interprets wills, trusts, and various other documents.
• Maintains customer relationships. Utilizes sales tools and investment knowledge to increase new business for the Trust and Wealth Management Department. Promotes goodwill and generates new business for First National Bank by applying interview skills when meeting customers to find the best trust product(s) to fit the customer’s needs. Explains, promotes and processes FNB products and services.  
• Abides by all aspects of First National Bank’s policies and procedures, and applicable laws and regulations. 

Marginal Functions:

• Represents the financial institution in the community by actively participating as a member or officer of a community or civic organization.
• Develops new business.
• Effectively interacts with external examiners and outside accountants as needed.
• Answers questions and solves problems for customers and other employees.
• Completes other duties that may be assigned.