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Trust Officer

3 months ago

Palm Beach, United States Cypress Bank & Trust Full time

Cypress Bank & Trust was originally founded as a Florida Chartered boutique corporate fiduciary in Palm Beach, FL in 1996 and transitioned to a bank and trust company in August 2021. We currently have four full-service offices throughout the state of Florida with additional trust offices in Winter Haven and Naples. In addition to providing trust and investment advisory services, Cypress Bank & Trust offers a complete array of personal and commercial banking services intended to meet all our client’s holistic, financial needs including providing personalized, tailored solutions. At Cypress Bank & Trust, we believe in providing services to meet all the needs of our clients.


We are looking for a Trust Officer responsible for collaborating with Trust, Investment and support personnel in a team approach to client service; overseeing the administration of all types of trust accounts* following the terms of the governing documents, applicable law and within the policies and procedures of Cypress Trust Company; participating in providing superior client service through periodic client meetings, communications, responsiveness and accuracy of information being supplied to the client.


Duties and Responsibilities:

  • Assumes lead, joint, or secondary role as needed in relationship team to fulfill the corporate philosophy of providing high-touch client service. 
  • Initiates or assists new business opportunities including working with outside referral sources such as CPA’s, Attorneys and outside Investment Managers to enhance future business opportunities and ensure superior client service. 
  • Establishes and maintains client relationships through interaction with interested parties such as grantors, beneficiaries and co-trustees to carry out the terms of the documents and meeting the needs of the client, beneficiary and remaindermen. 
  • Reviews, interprets and administers the terms of governing documents and the needs of the client within the company policies and procedures, Florida Statute, law and regulation.
  • Coordinates with the Portfolio Manager or Sub-Advisor and monitors investment activity. Performs account reconcilements as necessary.
  • Executes client requests in accordance with the terms of the trust document and company policy by performing routine and complex tasks.
  • Initiates and monitors transactions using knowledge of the trust accounting and custodian operating systems and operational workflows.
  • Maintains account files in accordance with company policies and procedures.
  • Completes annual Reg 9 reviews for accounts assigned to you.

·        Participates in committee meetings as assigned.

·        Performs other related duties as assigned by management.

·        Assures compliance with all Bank policies and procedures, as well as, all applicable state and federal banking regulations.

·        Complies with the Bank BSA Policy and internal procedures including any related training.


Qualifications:

·        Bachelor's Degree (BA) from four-year college or university.

·        Certificates, licenses, and registrations required:  CTFA, CFP and CPA professional designations helpful.

·        Computer skills required: Trust and Custodian Accounting Software; and Microsoft Office. Other skills required:

.    JD or law degree beneficial.

.    Florida Trust School encourages; may complete during employment.

.  5 years business experience; 2 years trust or banking experience a plus.

. Must have a detailed knowledge of Florida Trust Statues, State and Federal Laws, and regulatory requirements.


Why Work Here? 

·        Financially strong and growing company

·        Personal growth potential 

·        Great company culture

·        Generous PTO schedule in addition to bank holidays

·        Health (An option for employer-paid coverage for employee, eligible the first month after the date of hire.)

·        Dental 

·        Vision

·        Life Insurance (company paid)

·        Additional voluntary Life Insurance

·        Short Term Disability

·        Long Term Disability 

·        Lifelock

. Critical Care

. Cancer Care

. MetLaw

. Tuition Reimbursement

·        Employee Assistance Program

·        401K



Competencies:

·        Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs work flows and procedures.

  • Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
  • Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
  • Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
  • Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals.
  • Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
  • Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
  • Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
  • Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.


PHYSICAL DEMANDS AND WORK ENVIRONMENT:

  • Occasionally required to stand.
  • Occasionally required to walk.
  • Continually required to sit.
  • Continually required to utilize hand and finger dexterity.
  • Occasionally required to climb, balance, bend, stoop, kneel or crawl.
  • Continually required to talk or hear.
  • While performing the duties of this job, the noise level in the work environment is usually moderate.
  • The employee must occasionally lift and/or move up to 50 pounds.
  • Specific vision abilities required by this job include: close vision; distance vision; color vision; peripheral vision; and ability to adjust focus.




The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.