Senior Trust Officer

Found in: Appcast Linkedin GBL C2 - 2 weeks ago

Bethesda, United States Chevy Chase Trust Full time

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

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