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Years of Experience
Date Last Verified
ProfileTrust Officer Duties: Serves as a relationship manager to Bank clients by providing support and advice in managing their trust and estate administration needs. Establish solid working relationships with clients and client agents (i.e. attorneys, co-trustees, CPA’s, etc.) and Bank Officers. Objectives include building relationships with potential new business sources and resources, including community leaders, accountants, and insurance agents. Build multi-generational relationships with members to retain assets held in a trust;. Maintain awareness of emerging products and services and new developments in the industry; Keep current on all laws and regulations related to the administration of trust accounts; Acquire and apply knowledge of industry products, services and processes in handling moderately complex accounts (e.g. irrevocable, IRA, distributing trusts, trust agency, etc.); Review legal documents, correspondence and forms and ensure compliance with policies, procedures, governing documents and applicable regulations;. Provide recommendations to management regarding changes to transaction processing and account maintenance; Act as educator and mentor to MidFirst employees regarding trusts, estate and related areas.
Qualification and Experience
Requirements: Bachelor’s Degree, preferably in Finance or Business Administration. JD Degree from an accredited law school desired. Intermediate/Advanced knowledge of trust and estate services and applicable laws. 5 years working experience in trust and estate administration and planning required; 5+ years of experience as a Trust Officer or Trust Relationship Manager responsible for a book of clients containing various types of trust, agency, and estate settlement accounts desired. CTFA or other trust certification desired. Working knowledge of Microsoft Office and Windows operating environment. Working knowledge of trust accounting and related systems. Proven business development skills. Advanced proficiency in verbal and written communication. Excellent attention to detail. Ability to be effective under pressure. Advanced ability to prioritize and multi-task. Ability to professionally interact with all levels of employees and clients. Ability to respect and hold confidential information. Effectively work independently as required. Establish priorities and follow through to completion. Dependable, cooperative, flexible.
Job ID #: 9472