SVP, Trust OfficerNew Jackson, WY

First Western Trust•Jackson, WY

48d•$125,000 - $175,000

About The Position

First Western is seeking an SVP, Trust Officer to join our team! Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team. As a SVP, Trust Officer at First Western, you will play a vital role in helping high-net-worth clients achieve their financial goals. You will work closely with our Jackson team to deliverprehensive solutions that exceed client expectations. If you are passionate about providing exceptional service to clients and are looking for a challenging and rewarding opportunity, we encourage you to for this position today.

Requirements

Fluency with TrustDesk and all related systems employed in trust administration.
Proficient in Microsoft Office Suite, with exceptional Excel skills.
High initiative and follow-through.
Ability to work independently and with a team.
Experience working with high net-worth individuals.
Excellent written and verbalmunications skills, and ability to present to clients and prospects.
JD Juris Doctor (JD); CTFA also acceptable with significant relevant work experience Required
7-10 years Trust administration and/or experience as an attorney specializing in trust & estate planning Required
5-7 years Business development and leadership Required
Juris Doctor (JD) Upon Hire Required
CTFA or equivalent experience Upon Hire Required

Nice To Haves

Experience with CRM preferred.

Responsibilities

Maintain relationships for trust accounts to develop and retain satisfied and loyal clients through adnce to client segment service standards, maintenance of the relationship, and identifying other potential bank products to help solve client needs.
Initiate and attend meetings with beneficiaries and portfolio managers to rmend potential additions or changes to wealth planning objectives. Analyzeplex estate planning needs, and identify and present solutions to meet client goals.
Approve and direct disbursement of fiduciary funds, oversee the preparation of federal and state tax returns for trusts by bank's accounting firm, and ensure that all state and federal rules and regulations areplied with.
Be an internal and external thought leader, providing training to clients and associates on estate planning and tax matters.
Administerplex trust relationships and planning activities to support the growth and development of the Profit Center's trust portfolio. Partner with the Director of Wealth Planning to create and deliver fiduciary-oriented wealth plans. Collaborate with other teams to advise prospective, new, and existing clients with a holistic approach that epasses all products and services of the bank and drives referrals to other business lines.
Identify and introduce new opportunities to the office via individual networking and consultative selling, as a portion of the overall annual office non-interest ie fee growth goal will be assigned to the associate.
Consult with clients' attorneys, accountants, and financial planners to promote fiduciary services.
Quarterback and provide sales support for new trust opportunities as appropriate. Coordinate preparation of RFP's, fiduciary sales presentations andpiling other materials as necessary. Ensure appropriate follow-up through client acceptance and new account opening, including onboarding.
Supervise, train and mentor more junior Trust Officers and Trust Associates, and assist with new associate training and onboarding.
Remain current with all changes to trust, estate and tax law and this knowledge to the administration of trust accounts.