Trust Officer

Green Bay, WI
5/1/2019

The ideal candidate will have extensive trust and estate administration experience with a financial institution. The primary role the Trust Officer will be to manage an existing client base, but must also be open to identifying business development opportunities as they arise.

Requirements

KEY RESPONSIBILITIES

  • Account Management-Maintain ongoing business relationships with an emphasis on high standards of personal service; review and interpret documents for administrative purposes; communicate with outside professionals and oversee filing of necessary court documents; introduce administrative matters to trust committee; document external assets and monitor investments for compliance; ensure that taxes are filed and expenses are paid on a timely basis; approve beneficiary distributions
  • Business Development-Develop new business and cross-selling opportunities of all bank products and services with both new and existing clients to expand fee income; develop and maintain referral networks with outside professionals

KEY COMPETENCIES

  • Industry Knowledge-Displays knowledge of financial arena and stays updated with financial news. Keeps informed about non-financial business areas. Demonstrates knowledge of risks, returns and regulations. Monitors activities of regulatory agencies.
  • Investment Management-Establishes and maintains relationships and evaluates and responds to client needs. Develops individualized investment opportunities, clarifies investment alternatives and demonstrates tax law knowledge.
  • Relationship Building-Builds rapport up, down and across the organization. Establishes collaborative relationships to achieve objectives. Seeks win-win solutions to conflict. Develops network of professional contacts. Displays empathy and tolerates diverse viewpoints.
POSITION REQUIREMENTS
  • Bachelor's Degree
  • Or level of education that, together with industry experience, enables the applicant to meet the job requirements
  • Five years of trust experience required