Trust Fiduciary Officer and Team Lead

Dubuque, IA
The Trust Fiduciary Officer and Team Lead is responsible for the coordination of personal trust activities in a market including custody, estate, trust, IRA administration; establishes and monitors account assignments, productivity objectives, and regulatory & compliance accountability. Leads effort to expand fiduciary services within area of responsibility. Also responsible for promoting departmental activities among centers of influence.

  1. Administers trust accounts, especially those of a more delicate or complex nature and confers with Administrators, co-trustees, beneficiaries, and attorneys regarding these accounts.
  2. Directs and manages work of team personnel in the functional area; determines work priorities and schedules work assignments; interviews and recommends candidates; evaluates, orients, counsel, and trains subordinate personnel and recommends associated personnel actions.
  3. Organizes required operational activities including Reg. 9 reviews, discretionary distributions and others to meet all regulations and legal requirements; assumes responsibility for preparation of reports provided to executive management. May serve on other committees as assigned by Market Executive.
  4. Participates in business development activities for selected high profile individuals and participates in joint calls with other Bank professionals.; may be assigned specific relationships with executive management and board of directors to maintain the highest level of confidentiality.

  • Extensive knowledge of personal trust accounts, estate planning principles, taxation, and administrative procedures.
  • Proven ability to act independently in document interpretation, decision making regarding administration of account relationships, and interaction with professionals such as attorneys and CPA’s.
  • Extensive analytical skills.
  • Proven ability to represent the Bank within the local community.
  • Excellent communication skills and ability to prepare and deliver persuasive oral and written report and presentations.
  • Excellent people management and teamwork development skills.