SVP- Trust Officer

Our Client is a thriving financial institution looking to add a new Trust Officer to help manage their current team.  This person will oversee a book of business consisting of the banks elite clients.  This bank is a pillar of stability in an uncertain banking world.  They are looking to expand their Trust and Wealth Management divisions to meet the rapid growth of their overall assets.   

The right individual will be responsible for managing complex relationships with personal financial services clients. You will utilize your broad-based fiduciary knowledge, experience and bank resources to identify opportunities for relationship improvement, and to recognize problems and provide solutions.  You will be responsible for strategic growth of the team, portfolio and community awareness of the group. 

Primary Responsibilities:

• Manage an account base consisting of large and complex relationships with personal financial services clients 
• Confer with clients regarding establishment, administration, and operation of account (educate clients on bank and financial products and services, emerging issues, regulatory and tax changes, and advises clients on appropriate actions) 
• Participate in special projects as needed and acts as a liaison between client and other internal line of business partners 
• Investigate feasibility, analyzes fiduciary and investment risk, and provide capability assessment of special requests to determine the appropriate course of action and customer response. Assume responsibility for overall client satisfaction by directing and coordinating the efforts of appropriate bank and financial resources to ensure timely delivery of quality service, issue resolution, and effective communication of client needs to partners 
• Maintain a thorough working knowledge of various bank resources to facilitate client service delivery and expand client relationships
• Strategic growth of the portfolio, administrating goals for the Trust Officers, and organizing community involvement for the department. 

1.     Bachelor’s Degree – Business, Accounting or Finance strongly preferred 

2.     Detailed understanding of Personal Trust and Investment Management products and services, systems, and related industry practices 

3.     Demonstrated sales and marketing skills and achievements 

4.     Strong communication skills – both written and verbal 

5.     Minimum of 4 years Trust experience 

6.     Solid understanding of federal and state tax laws, income taxation with respect to trust investment management principles, and the appropriate state trust and probate code

7.     A desire to share knowledge and help less experienced officer to meet goals.