Trust Officer Jobs

About The Position

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.