Trust Officer

COREFIRST BANK & TRUST•Topeka, KS

1d•Onsite

About The Position

Trust Officers must achieve specific performance objectives relative to personal sales volume and service quality. Trust Officers contribute to the development and retention of customer relationships by providing consistently high-quality customer service, community involvement and relationships with referral sources and centers of influence. Trust Officers contribute to the profitability and growth of CoreFirst Bank & Trust by meeting customer needs through referring consumer and business banking products to new and existing customers according to our mission statement and performance objectives.

Requirements

Three to five years of trust or related sales or financial services experience required
Bachelor’s or Master’s Degree required; high school diploma or equivalent required. Strong preference for JD, CPA or another industry-specific credential
Strong written, verbal, interpersonal and analytical skills, including ability to interact effectively with customers, employees and management are essential
Strong ability in CoreFirst Bank & Trust Competencies: Customer Focus, Compliance, Ethics, Perseverance, and Time Management
Proficiency in using Microsoft Office, Word, Excel and Outlook
Work must be completed with quality and accuracy
Strong time management skills: Must be able to handle multiple projects and tasks, and follow through in a timely manner
Demonstrate ability to attract and retain trust and investment customers
Ability to write routine reports and business communications
Ability to effectively present information and respond to questions from customers, employees, and management
Understanding of basic investment and financial concepts
Maintain a general knowledge of trust law, income and estate taxes in investments and insurance products
Adherence to CoreFirst Values: Respect, Communication, Integrity, Initiative, and Accountability.
A significant level of personal trust is required as this position is exposed to sensitive and confidential information which cannot be shared outside of the Department. Diplomacy, courtesy, and tact is required. Demonstrated ability to foster sound professional relationships with customers and management is necessary.
Applicants must pass a drug screen and background checks
Internal applicants must meet the minimum requirements of their current job and submit a resume via the employee portal

Responsibilities

Administers personal trust, investment agency accounts, and probate accounts
Develops new business by personally calling on customers, prospects, and centers of influence to achieve profitable volume in the following trust functions:
Personal trust accounts (Living and Testimentary)
Agency Accounts (Custodial and Investment Management)
Probate Estates
Conservatorships
Maintains and monitors for maximum profitability consistent with quality service, fee schedules of specific accounts and various types of business
Reviews and recommends acceptance or rejection of various types of trust business
Is active in the community serving on boards, public speaking, and maintaining relations with CPA firms, law firms, and life insurance agencies
Plans and implements seminars, workshops, and other events in order to generate profitable trust business
Attends the following committee meetings:
Trust Investment Committee
Board of Directors, Trust Committee
Trust Staff