Trust Officer Department Manager

Adams Bank and Trust•Fort Collins, CO

6h•Hybrid

About The Position

Adams Bank & Trust is a family-owned, regional bank with branches in Nebraska, Colorado, and Arizona, approaching its 115th anniversary. We offer Commercial, Ag, Retail, and Trust products/services. We are currently looking for a full-time Trust Officer who can be located in Nebraska or Colorado. Flexibility to travel between states is necessary. A law degree is preferred but not required for the role. We offer a competitive benefits package including paid time off, 401k match, and health insurance.

Requirements

Bachelor's degree (B. A.) from four-year college or university
5 years related trust, accounting or legal experience
Or equivalent combination of education and experience
Strategic Planning experience skills
Attention to detail
Professionalism/Confidentiality
Business development/sales skills
Microsoft Office/Quickbooks proficient

Nice To Haves

Law degree helpful, but not required

Responsibilities

Develops and retains profitable personal and corporate trust business.
Administers various trust accounts including Estates, Personal Trusts, Conservatorships, Qualified Retirement Plans and IRAs, Personal and Corporate Agencies, and Escrows in accordance with Bank policy, established practice approved procedures and legal constraints.
Works in conjunction with active and potential trust customers and their legal and accounting advisors to develop or improve the customer's individual and/or business estate planning or other trust related business.
Participates in the Bank's business development activities.
Sustains relevant relationships with the local market area legal and accounting professionals as well as the insurance, real estate and brokerage community to enhance and garner business opportunities.
Proactively networks and seeks referrals.
Establishes the overall direction of Trust Department aligned with Bank objectives.
Develops, implements and executes strategies for profitable growth.
Identifies current and potential markets.
Develops and implements plans and programs to respond to those developments and target desired trust markets.
Develops and executes targeted marketing plan.
Completes reports on weekly departmental objectives.
Assists with Bond payments where the Bank is Paying Agent and Registrar.
Stays current on pertinent market and regulatory developments.
Ensures that employees have clear goals and responsibilities consistent with bank culture and core values.
Supports ongoing implementation of the Performance Management system, utilizing tools and attending training sessions.
Works with direct report(s) to set performance standards that are specific and measurable.
Provides specific performance feedback, positive and corrective, as soon as possible after the event and formally at least once a year.
Deals firmly and promptly with performance problems.