Senior Fiduciary Officer

6 days ago


Wausau, Wisconsin, United States ASSOCIATED BANK NA Full time
Job Summary

We are seeking a highly skilled Senior Fiduciary Officer to join our team at Associated Bank NA. As a key member of our Trust Department, you will be responsible for managing and administering assigned Personal Trust accounts and other Trust Department accounts.

Key Responsibilities
  • Client Consultation: Provide expert wealth planning solutions to clients, utilizing strong listening and consulting skills to advise on financial planning areas, including estate planning, retirement, investments, and charitable planning.
  • Account Administration: Manage client accounts by processing requests, scheduling appointments, reviewing legal documents, and coordinating investment cash flow with the investment officer.
  • Compliance & Risk Management: Stay up to date on legal, regulatory, and tax changes, ensuring all activities comply with internal policies and external regulations.
  • Cross-Selling Opportunities: Profile existing clients for additional financial services, collaborating with internal partners to meet client needs.
  • New Business Development: Independently or collaboratively create proposals to generate new business, while expanding internal and external referral sources.
  • Leadership & Development: Potentially oversee Administrative Assistants or Officers to ensure top-notch customer service and compliance with procedures.
  • Community Involvement: Actively participate in community events to enhance the bank's image and establish a professional network.
Requirements
  • Education: Bachelor's Degree or equivalent combination of education and experience in Accounting, Finance, Business, or other related discipline.
  • Required Experience: 7-10 years Personal trust relationship management or related financial services, with a focus on relationship management retention and sales and client management success.
  • Knowledge of other bank business line products and success in identifying client needs and making recommendations.

We offer a dynamic and inclusive work environment where colleagues are respected, treated fairly, and given equal opportunities to perform to their fullest potential. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank NA may be the right place for you.



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