Trust Advisor III (Danville, Northern Virginia, Chesapeake, or Richmond Markets)

Atlantic Union Bank Careers • Danville, VA

12d

About The Position

Performs assigned responsibilities in compliance with all job-relevant legal and regulatory requirements. Maintains current operating knowledge of all job-relevant legal and regulatory requirements through the successful completion of mandatory compliance and regulatory training and attendance at all mandatory regulatory compliance activities. Conducts full needs assessment with current and potential customers and provides on-going advice and counsel. Represents the bank in key community activities, including business, charitable, civic and social organizations to maintain a proper responsible citizen stature for the bank. Performs other duties that may be assigned. Adheres to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares’ BSA/AML Policy and Procedures. Perform and coordinate client estate planning. Perform detailed estate and trust administration. Promotes new business from prospective and existing trust clients. Develop and maintain long-term client relationships by providing excellent customer service. Handle daily incoming customer calls and inquiries in a professional manner. Develop referral sources and secure new customers in effort to assist with the business development strategy. Maintains contact with existing clients, beneficiaries, and referral sources on an on-going basis to identify new or additional sales opportunities. Identifies and refers business to other areas within the Bank as appropriate. Maintain and service existing clients. Work with investment, tax and legal professionals to meet client needs, goals and objectives. May have some sales responsibility commensurate with experience and composition of book of business. Ability to handle all aspects of our most complex relationships through a coordinated effort between internal teammates and other external professionals. Organizational Relationship This position reports to Head of Trust and Estate Services Position Qualifications Education & Experience Bachelor’s degree. CFP, CTFA, CPA, MBA or law degree strongly preferred. 5+ years of legal, tax, trust and estate planning and or administration experience, preferably in a bank trust environment with trust and estate laws and regulations experience or an estate and trust legal department or firm. Knowledge & Skills Advanced analytical and problem-solving skills. Strong written and verbal communication skills. Superior interpersonal skills. Superior client service skills. Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. Th is position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits . We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.

Requirements

• Bachelor’s degree.
• 5+ years of legal, tax, trust and estate planning and or administration experience, preferably in a bank trust environment with trust and estate laws and regulations experience or an estate and trust legal department or firm.
• Advanced analytical and problem-solving skills.
• Strong written and verbal communication skills.
• Superior interpersonal skills.
• Superior client service skills.

Nice To Haves

• CFP, CTFA, CPA, MBA or law degree strongly preferred.

Responsibilities

• Performs assigned responsibilities in compliance with all job-relevant legal and regulatory requirements.
• Maintains current operating knowledge of all job-relevant legal and regulatory requirements through the successful completion of mandatory compliance and regulatory training and attendance at all mandatory regulatory compliance activities.
• Conducts full needs assessment with current and potential customers and provides on-going advice and counsel.
• Represents the bank in key community activities, including business, charitable, civic and social organizations to maintain a proper responsible citizen stature for the bank.
• Performs other duties that may be assigned.
• Adheres to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares’ BSA/AML Policy and Procedures.
• Perform and coordinate client estate planning.
• Perform detailed estate and trust administration.
• Promotes new business from prospective and existing trust clients.
• Develop and maintain long-term client relationships by providing excellent customer service.
• Handle daily incoming customer calls and inquiries in a professional manner.
• Develop referral sources and secure new customers in effort to assist with the business development strategy.
• Maintains contact with existing clients, beneficiaries, and referral sources on an on-going basis to identify new or additional sales opportunities.
• Identifies and refers business to other areas within the Bank as appropriate.
• Maintain and service existing clients.
• Work with investment, tax and legal professionals to meet client needs, goals and objectives.
• May have some sales responsibility commensurate with experience and composition of book of business.
• Ability to handle all aspects of our most complex relationships through a coordinated effort between internal teammates and other external professionals.

Benefits

• This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program.
• General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees