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.
- 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
- 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.
- 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