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Years of Experience
Date Last Verified
Trust Officer I Duties: Fulfills fiduciary responsibilities of Bank by providing expert trust administration related to fiduciary and compliance activities. Drives fiduciary insight and execution to effectively fulfill our duty to clients. Executes all aspects of administration precisely in accordance with Trust Procedures. Demonstrates attention to detail and analysis required to address all fiduciary scenarios. Assesses work product to identify and mitigate weaknesses in execution and/or process. Identification, escalation and resolution of any potential risks. Fulfills fiduciary responsibilities, actively managing compliance issues in accordance with established procedures. Consistently makes sound fiduciary decisions. Maintains expertise in fiduciary, investment, tax, and other related administrative issues. Analyzes and interprets legal instruments to determine duties and responsibilities of the bank. Knowledgeable about Trust and Investment Procedures as well as traditional Private Banking business practices. Identifies and resolves potential trust related issues. Works with Field TOs and TA’s to flawlessly execute our fiduciary duty Manages risk and any potential damage to reputation for sound fiduciary expertise. Inspires engaged participation by all team members in effectively and efficiently managing high priority fiduciary matters in a manner that supports the client experience. Supports business objectives through active advocacy and behavioral adoption. Promotes a professional team atmosphere that encourages the open expression of ideas and opinions leading to successful execution of Trust Procedures.
Qualification and Experience
Qualifications: Undergraduate degree or equivalent experience Excellent interpersonal and communications skills (both written and verbal). 2+ years of personal trust administration experience or equivalent work experience Strong customer focus. Ability to work as part of a client servicing team. General knowledge and understanding of fiduciary and/or financial and/or investment products and services. Progress towards the completion of Cannon Trust Schools I, II and III or equivalent knowledge from other industry training or equivalent experience. Preferred: JD Degree ,CTFA, CPA, or CFP. Demonstrated accomplishments in fiduciary administration or compliance environment.
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