Trust Officer

1 week ago

Long Beach, California, United States Farmers and Merchants Bank of Long Beach Full time
Job Summary

The Assistant Vice President-Trust Officer serves as a key relationship manager to Farmers and Merchants Trust Company (FMTC) clients, providing expert support and guidance in managing their trust and estate administration needs.

This role will establish strong working relationships with clients and client agents, as well as Farmers and Merchants Bank of Long Beach officers. Additional objectives include building relationships with potential new business sources and resources, including community leaders, accountants, and attorneys.

Duties and Responsibilities
  • Manage assigned trust relationships, including all aspects of opening, administering, and closing of trust and fiduciary business.
  • Complete all necessary regulatory reporting regarding trust accounts, including but not limited to Reg. 9 Compliance Services monitoring.
  • Identify and report compliance/risk-related matters, as well as assist with the management and mitigation of risk.
  • Participate in discretionary review processes and serve as a voting member of the Trust Administrative Committee (TAC) and other committees as assigned.
  • Act as a fiduciary, protecting the interests of the trust company and working in a fiduciary capacity for clients.
  • Establish visibility of FMTC and its trust and fiduciary capabilities within the local estate and financial planning communities.
  • Build multi-generational relationships with clients to retain assets held in trust.
  • Maintain awareness of emerging products and services, as well as new developments in the industry.
  • Stay current on all laws and regulations related to the administration of trust accounts.
  • Acquire and apply knowledge of industry products, services, and processes in handling moderately complex accounts.
  • Review legal documents, correspondence, and forms to ensure compliance with policies, procedures, governing documents, and applicable regulations.
  • Provide recommendations to management regarding changes to transaction processing and account maintenance.
Requirements
  • Bachelor's Degree required.
  • Graduate or law degrees, CTFA, and/or industry-specific certifications are desirable.
  • Intermediate/Advanced knowledge of trust and estate services and applicable laws.
  • 3+ years of working experience in trust and estate administration required; experience as a Trust Officer, Trust Relationship Manager, or similar position desirable.
  • Proficient knowledge of Microsoft Office and Windows operating environment.
  • Proficient knowledge of trust accounting and related systems.
  • Proficient knowledge of Salesforce desirable.
  • Demonstrated interpersonal skills suggesting ability to increase FMTC business - both internally and externally.
  • Advanced proficiency in verbal and written communication.
  • Solid understanding of the role of fiduciaries and delivery of trust services.
  • Ability to be effective under pressure.
  • Advanced ability to prioritize and multi-task.
  • Ability to professionally interact with all levels of employees and clients.
  • Ability to respect and hold confidential information.
  • Effectively work independently as required.

Competitive compensation package.

FMTC is an Equal Opportunity Employer.

This job description is not intended to be all-inclusive, and employees will be required to perform additional related work duties as assigned by their immediate supervisor and/or management.

Farmers and Merchants Trust Company reserves the right to revise or change job duties and responsibilities as the need arises.

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