Personal Trust Officer

Exchange Bank • Roseville, CA

1d

About The Position

The Personal Trust Officer will administer and manage an assigned case load of personal trust accounts, estate settlements and personal agency accounts, including managing client relationships.

Requirements

• Bachelor's degree in business administration or other closely related field and at least 3 to 5 years of experience in trust administration; or an equivalent combination of education and experience.
• Trust, legal or accounting experience (corporate trustee preferred)
• Knowledge of estate planning concepts
• The ability to network and have a strong connection to the community you serve
• Strong relationship building/networking skills that gains trust and confidence
• Solid problem solving abilities
• Outstanding verbal and written communication skills
• Flexibility & ability to work in an environment that is continually evolving
• Knowledge of investments/tax/real estate

Nice To Haves

• Certified Trust and Financial Advisor (CTFA) designation preferred but not required

Responsibilities

• Administer case load to ensure compliance with applicable contract terms, laws and department policy.
• Manage relationships with clients and their professional advisors.
• Develop and maintain a thorough understanding of client needs and make cross-referrals to appropriate Bank resources.
• Perform annual oversight of trust tax reporting.
• Direct and approve account transactions submitted by the Trust Assistant, including funding, transfers, bill payments, and corrections.
• Evaluate and manage account cash flow including requesting and executing investment recommendations.
• Manage estate settlements as assigned to include: direct contact with beneficiaries, collection and inventory of assets, management of personal property, arrangement of tax and legal services, real estate transactions, and distribution of estate assets.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level