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Years of Experience
Date Last Verified
Trust Officer 1 The candidate fulfills fiduciary responsibilities of bank by providing expert trust administration related to fiduciary and compliance activities. Drives fiduciary insight and execution to effectively fulfill duty to clients. Executes all aspects of administration precisely in accordance with our 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 bank’s 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 fiduciary duty. Manages risk and any potential damage to bank’s 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
The candidate should have Undergraduate degree or equivalent experience. JD, CTFA, CPA, or CFP degree is desired. Should have 2+ years of personal trust administration experience or equivalent work experience. Must have excellent interpersonal and communications skills (both written and verbal). Should have general knowledge and understanding of fiduciary and/or financial and/or investment products and services.Must be Progress towards the completion of Cannon Trust Schools I, II and III or equivalent knowledge from other industry training or equivalent experience. Demonstrated accomplishments in fiduciary administration or compliance environment is preferred.
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