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Years of Experience
Date Last Verified
ProfileVP Senior Trust Administrative Officer Accountabilities: Using client relationship skills to develop, acquire and maintain relationships with key clients with comprehensive financial services needs. Partner across the enterprise with all other profit centers (Investments, Wealth Advisors, Commercial, Residential and Retail) to deliver a high level of sales and service to relationship managers and their clients. Partner with in-house Subject Matter Experts to ensure the highest quality of fiduciary services.
Qualification and Experience
The candidate must possess the following minimum qualifications and requirements: 5+ years’ Trust Administration experience to include delivering top-notch client services as well as internal fiduciary guidance and expertise. Quantifiable understanding of Trust Administration, especially with regard to compliance with governing laws and regulations specific to trusts and estates, tax and changes in the fiduciary landscape. JD degree preferred. History of developing strong relationships with clients and centers of influence to ensure the highest level of retention and opportunity to grow clients’ overall relationships with the Bank. Ability to build relationships with team members and other Profit Centers to ensure client calling strategy is collaborative and effective. A keen interest in personal development and career progression that could potentially lead to management. Local client base and centers of influence beneficial. Demonstrated ability to be a strong team player and collaborator.
Old Second National Bank.
1350 N. Farnsworth Ave.
Aurora, IL 60505