Trust Officer Jobs

About The Position

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.