Trust Department Officer
Switchboard•Fort Collins, CO
•Hybrid
About The Position
Switchboard is seeking a Trust Officer on behalf of our client, a well-established, privately held community bank. This role is a great fit for a trust professional who can both administer complex accounts with precision and get out in the market to build the relationships that grow the business. You'll set the strategic direction of the Trust Department while staying hands-on with estates, personal trusts, retirement plans, and more. This position can be based in Nebraska or Colorado, with travel to customers between states. A signing bonus may apply.
Requirements
- Bachelor's degree from a four-year college or university required
- 5 years of related trust, accounting, or legal experience, or an equivalent combination of education and experience
- Strategic planning experience and strong business development/sales skills
- Exceptional attention to detail, professionalism, and discretion with confidential matters
- Proficiency in Microsoft Office and QuickBooks
- Flexibility to travel to customers between Nebraska and Colorado
- Legal authorization to work in the United States
Nice To Haves
- Law degree helpful but not required
Responsibilities
- Administer a variety of trust accounts — including Estates, Personal Trusts, Conservatorships, Qualified Retirement Plans and IRAs, Personal and Corporate Agencies, and Escrows — in accordance with governing instruments, bank policy, and legal requirements
- Partner with active and prospective trust customers and their legal and accounting advisors to develop or improve individual and business estate plans and related trust business
- Drive business development by building and sustaining relationships with legal, accounting, insurance, real estate, and brokerage professionals in the local market; proactively network and seek referrals
- Establish the overall direction of the Trust Department in alignment with bank objectives; develop and execute strategies for profitable growth, including targeted marketing plans for current and emerging trust markets
- Set clear, measurable performance standards for direct reports and provide timely feedback, both positive and corrective
- Assist with bond payments where the bank serves as Paying Agent and Registrar, and stay current on relevant market and regulatory developments
Benefits
- Signing bonus may apply
- Competitive benefits package including 401(k) match, health insurance, and paid time off
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What This Job Offers
Job Type
Full-time
Career Level
Senior
