Trust Officer

Five Points Bank•Grand Island, NE

7d•Onsite

About The Position

Responsible for executing the daily operations of the Trust Department. Tasked with implementing and administering all policies and procedures within Trust Department. Assist with the development of sales strategies to attract new trust clients and expand existing trust relationships. Engage with Bank Trust clients and administer trusts in accordance with trust directives. Participate as a member of the Trust Committee.

Requirements

Three years of experience within the financial services industry required.
Three plus years working in Personal Trusts required.

Nice To Haves

Trust employee benefits experience preferred.
Bachelor’s degree in business or law preferred.

Responsibilities

Daily follow up with trust customers via phone or in person
Monitor account activity and portfolio mix to ensure the client’s established investment guidelines are consistently met.
Develop sales strategies and relationships to attract new trust clients and expand existing trust relationships.
Process buy and sells of investments.
Educate and advise new trust accounts on their options.
Review and advise on changes for new trust agreements for clients.
Attend monthly Trust Investment Committee and Asset Review Committee meetings.
Inspect property held by a trust.
Prepare for and attend court proceedings.
Coordinate transactions and/or negotiations between trust customers and beneficiaries.
Provide oversight and guidance to trust staff.
Oversee internal controls for FDCIA in the Trust department.