Trust Officer - Port Charlotte area

Crews Bank & Trust

About The Position

Crews Bank & Trust is seeking a Trust Officer for our Trust & Wealth Management division to work in the Venice/Port Charlotte market. This individual is responsible for the fiduciary duties when the bank acts as trustee, representative of an estate, guardian of assets, or an agent. Serves as the primary contact for Trust clients; creates and manages financial plans for clients; and works with clients to meet their financial goals as part of a team approach.

Requirements

Desire and willingness to work in a collaborative, flexible and team-oriented work environment
Effective inter-personal communication skills
Proven critical thinking and problem-solving skills
Strong working knowledge using the Microsoft Office suite platform
Displays professional and courteous behavior in all situations
Strong attention to detail, prioritization skills and completion of projects
Ability to empathize and work effectively with clients and families under stressful circumstances
Ability to develop and maintain long term client relationships
Bachelor’s degree in finance, or related field or equivalent experience
Minimum Three years’ experience in delivering financial services, investments, or insurance
Experience with estate planning documents
Experience with financial institution policies and procedure.

Responsibilities

Oversee the administration of customer relationship activities following financial institution policies and state laws.
Ensure trust documents are carried out in accordance with the Grantors intent.
Ensures that trust accounts comply with all applicable laws and regulations.
Maintain a contact plan for client meetings, including scheduling client meetings.
Resolution of any client issues/request with goals to maintain high service standards
Serve as a primary point of contact for or back up contact for existing and new clients.
May assist client’s with managing their financial resources as required including bill paying, asset titling, asset liquidation, insurance coverage and insurance claims.
Works with legal representation to administer estates and the probate process.
Works one on one with clients to develop and manage short term and long-term financial plans
Serve as part of the team presenting services to prospects or centers of influences.
Develop new and additional business from existing clients.
Provide documents review services including counseling individual on estate and tax planning.
May provide assistance to clients in the selection of care facilities and care providers.
Prepare new account open documents and updates existing client documents as required.
Support the bank branch staff in responding to questions on various estate planning documents.
Involvement in local community events to enhance Trust and Wealth Management visibility and reputation.
Maintain a reasonable knowledge of the Bank Secrecy Act and Anti-Money Laundering Policies and regulatory requirements that are specific to the department.