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Trust Officer

4 months ago

Carmel, United States Security Federal Savings Bank Full time

Job Type

Full-time

Description

The Trust Officer develops new business and manages accounts for which the financial institution acts as trustee, court-appointed financial guardian, estate personal representative, investment agent or custodian.

Requirements

Job Requirements:

  • Bachelor's degree
  • Advanced degree or legal experience preferred
  • CTFA preferred
  • 3+ years Trust experience required
  • Basic Trust Accounting knowledge
  • Technical knowledge of Fiduciary Trust and Probate Administration
  • Understanding of legal documents
  • Understanding of unique and hard-to-value asset administration preferred
  • Accounting, math, and problem solving skills
  • Good organizational and time management skills
  • Good computer skills
  • Exceptional customer service skills
  • Strong communication skills
  • Ability to multi-task
  • Valid driver's license

Specific Job Functions:

1. Strategic Objectives

a. Works with clients and their legal representatives and advisors in establishment and administration of trust department accounts.

b. Establishes relationships in centers of influence particularly with attorneys.

c. Develops new business relationships and develops additional business with existing trust clients.

d. Respond to client issues, anticipate client needs, prepare for and participate in client meetings.

e. Reviews account holdings to ensure compliance with stated objectives.

2. Compliance

a. Responsible for knowing and complying with all federal regulations and bank policies/procedures that apply to the trust department including the Bank Secrecy Act and CIP.

b. Ensures that each trust is administered in accordance with its legal document.

3. Additional Responsibilities

a. Keeps abreast of trends and regulations in the trust business with regular continuing education.

b. Prepare initial and annual account reviews.

c. Responsible for researching and filing of class action lawsuit claims.

d. Must be able to drive him/herself to job related sites.

e. Performs other duties as directed by supervisor.

f. Some travel required.