Trust Officer

COREFIRST BANK & TRUST • Topeka, KS

1d • Onsite

About The Position

The Trust Officer administers personal trust, investment agency, and probate accounts while achieving performance objectives for personal sales volume and service quality. The role develops and retains customer relationships through high-quality customer service, community involvement, and relationships with referral sources and centers of influence. It also contributes to CoreFirst Bank & Trust’s profitability and growth by identifying customer needs and referring consumer and business banking products to new and existing customers.

The position is based at the company’s headquarters in Topeka, Kansas. The work schedule is 8:00 a.m. to 5:00 p.m., Monday through Friday, with other hours as needed. The role operates in a professional office environment and uses standard office equipment. Travel is negligible and primarily local during the business day, though some local evening and weekend travel may be expected.

The position involves handling sensitive and confidential information and requires diplomacy, courtesy, tact, and the ability to build professional relationships with customers and management. Applicants must pass a drug screen and background checks. Duties and responsibilities may change at any time with or without notice.

Requirements

• Three to five years of experience in trust or related sales, financial, or legal services is required.
• A high school diploma or equivalent is required.
• A bachelor’s or master’s degree is required, or an equivalent combination of directly related industry experience and skills.
• Strong written, verbal, interpersonal, and analytical skills, including the ability to interact effectively with customers, employees, and management.
• Strong ability in the CoreFirst Bank & Trust competencies of Customer Focus, Compliance, Ethics, Perseverance, and Time Management.
• Proficiency with Microsoft Office, including Word, Excel, and Outlook.
• Ability to complete work with quality and accuracy, manage multiple projects and tasks, and follow through in a timely manner.
• Ability to attract and retain trust and investment customers.
• Ability to write routine reports and business communications and effectively present information and respond to questions.
• Understanding of basic investment and financial concepts.
• General knowledge of trust law, income and estate taxes, investments, and insurance products.
• Adherence to CoreFirst values: Respect, Communication, Integrity, Initiative, and Accountability.
• Ability to handle sensitive and confidential information and maintain sound professional relationships with customers and management.
• Ability to meet the role’s physical demands, including regular talking and listening, constant sitting and hand motion, and occasional standing and walking.
• Must pass a drug screen and background checks.

Nice To Haves

• Strong preference for a JD, CPA, or another industry-specific credential.

Responsibilities

• Administer personal trust, investment agency, and probate accounts.
• Develop new business by personally calling on customers, prospects, and centers of influence to generate profitable volume in personal trust accounts, custodial and investment-management agency accounts, probate estates, and conservatorships.
• Maintain and monitor accounts for maximum profitability while providing quality service and adhering to account-specific fee schedules and business types.
• Review and recommend acceptance or rejection of proposed trust business.
• Participate in the community by serving on boards, speaking publicly, and maintaining relationships with CPA firms, law firms, and life insurance agencies.
• Plan and implement seminars, workshops, and other events to generate profitable trust business.
• Attend Trust Investment Committee, Board of Directors Trust Committee, and Trust Staff meetings.
• Refer appropriate consumer and business banking products to new and existing customers.

What This Job Offers

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