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Senior Trust Administrator
The candidate will be responsible for providing administration of highly complex fiduciary, investment, and custody account relationships. Responsible for Personal Trust business unit’s profitability and growth. Provides leadership, resolves problems, and motivates team in order to accomplish the business unit’s profit plan. Utilizes the resources of the integrated suite of services to develop new and profitable private banking, trust, invest...
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 re...