Trust Officer

4 days ago


Ames, Iowa, United States First National Bank Full time
Job Title: Trust Officer

At First National Bank, we are seeking a highly skilled and experienced Trust Officer to join our team. As a Trust Officer, you will play a critical role in promoting the growth and profitability of our organization by developing new business and building strong relationships with clients.

Key Responsibilities:
  • Manage a variety of client accounts, including investment management, comprehensive financial management, estate and trust administration, conservatorships, escrow accounts, and real estate exchanges.
  • Meet with new and existing clients to discuss financial goals and objectives, and overall estate planning.
  • Review trust accounts, including review of income, disbursements, assets, account goals and objectives, and proper diversification.
  • Build and maintain strong relationships with existing clients and Bank personnel to facilitate referrals.
  • Collaborate with outside legal counsel and tax professionals to promote department products and services.
  • Prepare forms to establish new accounts and maintain existing relationships.
  • Work with Portfolio Manager to review client investment portfolios and recommend appropriate changes.
  • Provide relevant tax documents to designated tax preparers and review fiduciary income tax returns prior to filing.
  • Deliver presentations to Trust Investment Committee, Trust Investment Group, and Board of Directors.
  • Cultivate a culture that supports our core values of community-focused, innovative, responsive, secure, and trustworthy.
  • Profile current Bank clients to identify prospects with potential Financial Management & Trust Service needs.
  • Network, develop partnerships with centers of influence, and participate in community organizations and activities to build relationships and facilitate referrals.
Requirements:
  • Bachelor's degree in banking, finance, accounting, or Juris Doctor degree.
  • 5+ years of trust administration experience or related attorney practice is required.

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and experienced professional looking for a new challenge, please submit your application.


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