Trust Officer
Core
A Trust Officer provides new business through marketing programs and direct contact with professionals, while delivering exceptional service and administering moderately complex trust client relationships.
Role type
Trust Officer (Sales & Administration)
Builds
Trust accounts and estate planning solutions for high-net-worth individuals and families
Domain
Commercial Banking / Trust Services
Deliverable
client delivery
Required skills
Trust administration, estate tax law, trust accounting, fiduciary income tax returns, commercial banking environment knowledge, relationship management, new business development, compliance with bank regulations, public speaking, strategic thinking
Preferred skills
CTFA or MBA, Cannon or other training, tax preparation knowledge
Technologies
Trust data processing systems, Windows, related software applications
Responsibilities
Perform written and verbal communication tasks to implement projects, book and retain business through cross-selling, call on branches for product education, administer trust accounts and maintain files, assist clients in achieving financial goals within acceptable risk levels, coach or train others as a subject matter expert, maintain knowledge of bank regulations and policies
Seniority
Mid-Senior, hands-on IC
