Senior Trust Officer - Client Services

Position Summary:

The Senior Trust Officer is responsible for all administrative tasks related to the client relationship and must provide a high level of client service to Investment Management and Personal Trust Clients.

Duties & Responsibilities

Communicate directly with client clearly and effectively, respond to client requests, work to resolve issues and meet their needs.

Strong knowledge of a variety of account types including Individual/Joint, UTMA, IRA, Trust, Corporate and Partnerships

Work with the FIS Trust System to provide administrative services such as, generate customized reports, review account activity and supervise cash movement

Participate in client meetings

Ability to read and interpret trust instruments to verify rules of the documents as well as identify trustees, authorized individuals to determine the scope of their authority

Oversee and monitor transactions pertaining to outgoing and incoming cash movements

Understand and engage in a high level of trust administration

Keep abreast of tax laws, regulations, trends, and other issues that may affect administrative client service dynamics.

Maintain compliance with departmental policies and procedures to ensure superior client service and respectable audits and examinations.

Act as a liaison between commercial bank personnel by establishing interpersonal relationships and providing accurate and efficient services.

Responsible for maintaining good working relationships with clients, attorneys, accountants, and other related professions to assure quality administration and to enhance new business opportunities.

Represents the Trust Company in civic, government, community, banking and professional groups and associations to develop contacts and new business, and to promote the Trust Company’s positive image.

Selection Criteria

10+ years’ experience in Institutional and Personal Trust.

Certified Trust and Fiduciary Advisor (CTFA) designation preferred.

Strong written and oral skills

Proficiency and experience using MS Word, Excel, and Trust Accounting System.

Demonstrates ability to deal with complex situations, which require sound judgment.

Highly effective communication skills: ability to interact comfortably with high-net-worth individuals.

Bachelor’s degree in business or related field or commensurate work-related experience.

Problem solving skills.

Good organizational skills, with the ability to maintain legal documents.

Ability to follow through on projects in a timely manner.

Equal Opportunity Employer/Veterans/Disabled