Trust Officer

2 weeks ago

Rockford, United States Stillman Bank Full time

**LOCATION: Rockford**

**CLASSIFICATION: Exempt**

**LAST REVISED: April 2024**

***:As a member of the Trust and Wealth Management Department, this position provides appropriate fiduciary services to bank clients, in compliance with all regulatory requirements, while supporting the department’s strategic and competitive objectives.

**PRIMARY RESPONSIBILITIES AND ACCOUNTABILITIES**:

- Provide professional, confidential and collaborative assistance to clients seeking fiduciary and wealth management services.
- Collaborate with other officers to develop and execute strategic plan of the department.
- Guide Trust department in its execution of all responsibilities associated with the fiduciary offices it holds, i.e. trustee, guardian, executor, etc.
- Coordinate with appropriate team members and outside professionals to ensure fulfillment of all fiduciary responsibilities.
- Evaluate opportunities for appointment to trustee, guardian, executor, or other fiduciary offices, and make recommendations to Trust Administrative Committee.
- Provide guidance to clients and prospects through estate planning and document review.
- Serve as a resource to internal bank personnel to expand their understanding of the trust department and encourage new business referrals.
- Participate in personal continuing educational opportunities to enhance and maintain current knowledge of trust, investment, and related areas.
- Support the development of sales and marketing strategies and participates in business development activities.
- Determine appropriate risk profiles and asset allocation models for client relationships.
- Develop relationships with new clients and centers of influence to grow the department and support the department’s strategic objectives.
- Assist in other areas related to the trust and investment business and performs other duties and projects as assigned.
- Actively represent the bank within the community and professional associations

**EDUCATION, EXPERIENCE AND SKILL REQUIREMENTS**:

- Bachelor’s Degree required with MBA, JD, CTFA, CFP, or other advanced training preferred.
- 5 or more years of progressively responsible experience managing fiduciary relationships in the investment, trust, banking, or legal field.
- Sound judgment and strong analytical and decision-making skills.
- Strong business writing, communication and presentation skills.
- Strong interpersonal skills and the ability to influence and build long-term client relationships.
- High degree of organizational and multi-tasking ability.
- Ability to recognize issues of significance and prioritize actions.
- ** PHYSICAL REQUIREMENTS**:
Typical office environment. Requires the ability to operate numerous types of office equipment such as computers, printers, scanners, fax machines, copiers and calculators. Primarily a sedentary position but requires occasional standing, walking, lifting, carrying, bending, kneeling, stretching, and stooping. Requires the ability to view and read computer screens and paper documents.

**GENERAL NOTICE**:

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