Trust Officer

Corefirst Bank & Trust • Topeka, KS

12d • Onsite

About The Position

Trust Officers achieve performance objectives for personal sales volume and service quality. They help develop and retain customer relationships through consistently high-quality service, community involvement, and relationships with referral sources and centers of influence. They also contribute to CoreFirst Bank & Trust’s profitability and growth by meeting customer needs and referring consumer and business banking products to new and existing customers in accordance with the bank’s mission and performance objectives.

The role administers personal trust, investment agency, and probate accounts, and develops new business through direct outreach to customers, prospects, and centers of influence. Trust Officers maintain accounts for profitability while delivering quality service, review proposed trust business, participate in community and business-development activities, and attend specified committee meetings.

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

Requirements

• Three to five years of trust or related sales, financial, or legal services experience.
• High school diploma or equivalent.
• Bachelor’s or Master’s degree, 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.
• Ability to demonstrate 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.
• Strong time-management skills and ability to handle 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.
• Ability to present information effectively and respond to questions from customers, employees, and management.
• 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 demonstrate diplomacy, courtesy, tact, and sound professional relationships with customers and management.
• 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 calling on customers, prospects, and centers of influence to achieve profitable volume in personal trust accounts, agency accounts, probate estates, and conservatorships.
• Maintain and monitor accounts for maximum profitability consistent with quality service, account fee schedules, and the nature of the business.
• Review and recommend acceptance or rejection of various types of trust business.
• Participate in the community through board service, public speaking, and relationship-building 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.
• Provide high-quality customer service, build and retain customer relationships, and refer consumer and business banking products to new and existing customers.
• Meet personal sales volume and service-quality performance objectives.

What This Job Offers

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