Assistant Trust Officer

THE BANK OF COMMERCEIdaho Falls, ID
Onsite

About The Position

Responsible for the administration, reporting, and relationship management of selected trust, agency, estate and custodial accounts. Essential Duties and Responsibilities: include the following. Other duties may be assigned. IRA, Agency, and trust administration. Asset management of accounts. Daily, monthly and annual operations. Statement and account balancing, required minimum distributions, taxes, etc. Filing and clerical duties.

Requirements

  • Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
  • Technical Skills – Assesses own strengths and weaknesses; pursues training and development opportunities; strives to continuously build knowledge and skills; shares expertise with others.
  • Oral Communication - Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions. Demonstrates group presentation skills.
  • Written Communication - Writes clearly and informatively; Able to read and interpret written information.
  • Ethics - Treats people with respect and consideration regardless of their status or position; Keeps commitments; inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
  • Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; supports organization's goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity.
  • Professionalism – Approaches others in a tactful manner; reacts well under pressure; accepts responsibility for own actions; follows through on commitments.
  • Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals. Completes tasks on time or notifies appropriate person with an alternate plan.
  • Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or government regulations.
  • Ability to write reports, business correspondence, and procedure manuals.
  • Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
  • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
  • Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Nice To Haves

  • Bachelor’s degree from a four-year college or university preferred
  • Willingness to obtain a CTFA certification from ABA, a three year commitment.

Responsibilities

  • IRA, Agency, and trust administration.
  • Asset management of accounts.
  • Daily, monthly and annual operations.
  • Statement and account balancing, required minimum distributions, taxes, etc.
  • Filing and clerical duties.
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