Trust Officer (Project Management)

Our business is growing fast!!  It's the result of a work environment where people have fun and where innovation and creativity are strongly encouraged.  If that sounds good to you, then we should meet.  We are currently searching for an outgoing, caring person to join our team as a Trust Officer.

 

The Trust Officer will perform all functions as necessary to administer properly all aspects of accounts handled in the Trust department.  Including bringing in new business to the department.

 

Our company's culture supports customers in achieving their financial goals and dreams.  You'll be able to help contribute to this by:

 

• Communicates with clients and prospects to monitor the quality and delivery of service.
• Retain client base by working to deliver the highest service and client contact standards.
• Actively participate with the Private Banking Group, internal business partners, and Centers of Influences to solicit referrals and build sales pipeline and cross- selling opportunities.
• Reviews, approves and directs daily administrative functions in accordance with the governing document or client written requests or instructions.
• Ensures that all accounts are properly administered and invested according to the trust agreement provisions and applicable federal laws and regulations.
• Develop and maintain profitability by ensuring efficient and quality account administration.
• Develop new account relationships through the community and professional visibility.
• Coordinate all divisional functions to produce efficient and competent account administration to meet the needs of customers.
• Maintain knowledge of trust laws, rules, and statutes of regulatory agencies.
• Interact frequently with the Trust Operations Officer and Executive Management.
• Travel to branch locations and client meetings.
• Identify and refer business to other areas within the Bank as appropriate.
• Comply with all federal, state and local regulatory rules and regulations governing financial institutions, as well as all company policies and procedures.
• Complete and pass all required regulatory compliance training as assigned.
• Represent the Bank in community organizations and activities to enhance the Bank's image.
• Perform other tasks as assigned.

 

Qualifications

• Graduate degree in Business, Finance, Accounting, Economics or equivalent.
• Minimum of 5 years in a Trust Administration department or similar business experience with trust training.
• Provide excellent client service and ability to resolve problems.
• Excellent analytical skills with the ability to exercise independent judgment consistent with department guidelines.