Trust Officer

City Bank•El Paso, TX

1d•Onsite

About The Position

Primarily responsible for the management, administration and retention of trust, estate probate and investment agency accounts, as well as preliminary estate planning. Will work with diversified set of clientele and is expected to have broad knowledge of fiduciary requirements for all account types. Secondarily, participates as a voting member in the Trust Administrative and Investment committee.

Requirements

Broad knowledge of fiduciary requirements for all account types.

Responsibilities

Adherence to policy and procedures.
Attraction and development and retention of new and existing business.
Day to Day administrative duties of administering a trust account, bill paying, etc.
Monitor investment portfolio
Monitor cash flow
Monitor Discretionary distributions
Allocating Principal and Income funds for the benefit of the client
Hosting client meetings
Making customer contacts
Represent the bank to the customer and referral partners in a courteous and professional manner.
Furnish prompt, efficient, and accurate service.
Give attention to detail and provide excellent communication skills.
Maintain work area in a clean, neat, and professional environment.
Participate in training sessions as required by supervisor.