Senior Trust Officer

2 months ago

Plainfield, New Jersey, United States Old National Bank Full time


Senior Trust Officer

Job Locations

US-IL-Plainfield

Category/Function

Trust/Wealth Management

Position Type

Regular Full-Time

Requisition ID

Workplace Type

On Site

Overview

Old National Bank has been serving clients and communities since 1834. With $48 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.

Our team members are our greatest asset, and we continually invest in their growth and development. We offer a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization.

We are currently seeking a Senior Trust Officer that will be responsible for administering and maintaining a portfolio of fiduciary and select agency accounts. This position will at times represent Old National Bank as a fiduciary services expert working in tandem with a Wealth Advisor, as an integral part of the client relationship management team. They are also responsible for working with partners from wealth, banking, and external centers of influence. This role will demonstrate an advanced understanding and awareness of all aspects of wealth management services and apply that knowledge to identify business development opportunities as well as function as primary fiduciary resource for other Trust Officers regarding highly complex and technical trust and estate matters.

Key Accountabilities

  • Serve as the Administrative Officer for a portfolio of existing personal trust and select agency accounts working with appropriate support teams and internal partners to ensure the execution of account administration is properly maintained.
  • Maintain account compliance with fiduciary procedures and required documentation.
  • Achieve negotiated performance standards which may include referrals, audit / exam results, client satisfaction, and other metrics as assigned.
  • Has the ability to resolve account issues and engage in complex fiduciary administration.
  • Serve as clients' fiduciary resource while also identifying additional investment management, private banking, and financial planning needs.
  • Ensures that account reviews are accurate and complete per fiduciary group policies and procedures.
  • Develop a network of Centers of Influence who can provide additional client referrals.
  • Collaborate with client, client's advisors, and professionals to facilitate estate planning goals in the context of a comprehensive financial plan.
  • Arrange client meetings to make introductions of internal partners for the purpose of discussing their needs and the benefits of our services and expand client relationships.

Qualifications and Education Requirements

  • Bachelor's degree required; graduate degree (e.g., JD or MBA) or professional licenses (e.g., CTFA, CFP, CPA) preferred.
  • Years of Experience: Minimum 5 - 7 years of trust administration related experience.
  • 5 years of experience in the financial services industry with experience in wealth management preferred.
  • Must possess strong relationship building skills including verbal and written communication skills.
  • Working knowledge of investment markets, products and services and the ability to implement investment strategies to meet client needs and goals.
  • Operate effectively in an environment that stresses both individual accountability and team-based performance.
  • Desire a team environment, collaborating with experienced professionals from multiple disciplines to deliver high quality client service.
  • Provide professional presence within professional and community organizations.
  • Thorough working knowledge of computer systems including Microsoft Office, Word, Excel, and PowerPoint, as well as familiarity with CRM tools and trust accounting system.
  • Position may require the need to travel to wealth, client, or other meeting locations.
  • Advanced knowledge of fiduciary, investment management, and estate planning strategies.
  • Advanced presentation and sales skills.
  • administration of fiduciary accounts.

Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.

As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.

We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, to fill a specific position

Our culture is firmly rooted in our core values.

We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.

We are Old National Bank. Join our team



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