Vice President, Trust Officer

4 weeks ago

Peoria, United States State Street Bank & Trust Co. Full time

Join us at State Street Bank Employing nearly 70 employees, we take pride in being a locally owned community bank.

WE ARE 26% EMPLOYEE OWNED;

and are committed to providing our employees with a satisfying, positive work environment and long term career.

The individual assuming this role can count on an energizing opportunity, to help shape and drive the future direction of the Trust Department. **This position may be performed at our affiliate Bank, Better Banks, in Peoria, IL, or in Quincy, IL

GENERAL DESCRIPTION:

The Vice President/Trust Officer will oversee the administration, facilitation, and service coordination and management for trust account clients and beneficiaries; and will directly supervise the trust department, a team of four.

DUTIES & RESPONSIBILITIES:

Manages the trust department to ensures tasks are completed timely, efficiently, and in conformity with law, regulation, and policy

Develops and maintains new and existing client relationships both internally and externally

Serves as primary point of contact for trust clients & their advisors; oversees and manages client trust & agency accounts; and builds and maintains relationships with the client’s financial team by participating in relationship reviews, and delivering fiduciary solutions and advising on fiduciary concerns

Maintains compliance with all internal policies and procedures, as well as with regulatory & legal requirements

Ensures safety & soundness of client estate planning and trust documents

Oversees the management of the administration functions for clients, such as payments, tax filings, disbursements, IRAs, ILIT’s, and other related administrative account functions

Assists other department members in the management/maintenance of estates, and facilitates sales of property if necessary

Oversees trust & estate terminations

Manages, serves as a member, & facilitates trust committee meetings

Stays abreast of trust and estate regulations, guidelines and practices

Promotes the Bank within the community by actively participating in events and volunteering in the community

Performs other duties as assigned

EDUCATION &/OR WORK EXPERIENCE

REQUIREMENTS:

A Bachelor degree in Finance, Accounting, or Business;

Supervisory experience

Minimum of 5 years' working in a trust department or trust services field

MENTAL & PHYSICAL REQUIREMENTS:

High level interpersonal skills, ability to have empathy, work under pressure while remaining composed, strong oral & written communication skills

COMPETENCIES:

Familiarity with intermediate concepts, practices and procedures within the Trust field; strong trust advisory focus, proficiency in Microsoft Office products, familiarity with advanced principles of taxes and banking is helpful, customer service, presentation skills, attention to detail, time management, ability to prioritize and organize, and problem solving/analysis

Job Type: Full-time

Benefits:

401(k)

Dental insurance

Employee assistance program

Flexible spending account

Health insurance

Health savings account

Life insurance

Paid time off

Retirement plan

Vision insurance

Schedule:

Monday to Friday

Weekends as needed

Supplemental pay types:

Bonus opportunities

Education:

Bachelor's (Required)

Experience:

Trust Services: 5 years (Required)

Work Location: In person

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