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Trust Services Leader

2 months ago

Tarrytown, New York, United States Midland States Bank Full time
Job Summary

We are seeking a highly skilled and experienced Trust Services Leader to join our team at Midland States Bank. As a key member of our trust administration team, you will be responsible for servicing and maintaining existing relationships with investment management clients, trust clients, beneficiaries, and other interested parties.

Key Responsibilities
  • Client Relationship Management
    • Collaborate with the Trust Officer to maintain up-to-date information on beneficiaries and their changing needs and circumstances.
    • Recommend appropriate financial products and services tailored to meet clients' objectives, tax and estate needs, risk tolerance, and asset allocations.
    • Serve as primary point of contact and relationship manager for an existing book of client accounts.
  • Trust Administration
    • Interpret trust documents and client account agreements with an eye for detail.
    • Exercise judgment in processing client requests and make recommendations for fiduciary approvals above specified limits.
    • Strictly adhere to compliance and operational risk controls in accordance with Bank and regulatory standards.
  • Leadership and Team Management
    • Manage a team of professionals in a customer-centric culture to excel in a fast-paced environment.
    • Coach, develop, and conduct performance management activities with direct and indirect reports.
    • Identify high-potential employees for advanced training and development opportunities.
  • Business Development
    • Identify opportunities for cross-selling additional products to existing clients.
    • Develop and maintain a referral network of internal and external sources for additional sales opportunities.
    Requirements
    • Bachelor's degree or equivalent experience in trust administration.
    • 3 or more years previous experience in trust administration (advanced designations and/or preparatory work or guidance may sometimes be assessed in lieu of experience).
    • Minimum of 3 years of experience leading teams with demonstrated success coaching and motivating team members.
    • Understanding of different investment products and allocation strategies for meeting client investment objectives.
    • Ability to read and interpret trust and legal documents.
    • Demonstrated success working in a team environment.
    • Ability to meet time constraints without constant supervision.
    • Professionalism and courtesy in dealing with customers and colleagues.
    • Ability to articulate ideas concisely and work in a dynamic and fast-paced environment.
    • Proficiency with trust accounting systems.
    • Excellent oral, written, and interpersonal communication skills with the ability to instruct others, interpret documents, and write reports and correspondence.
    • Excellent organizational and time management skills.
    • Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.
    Competencies
    • Business insight
    • Cultivates innovation
    • Drives results
    • Makes sound decisions
    • Being a brand champion
    • Collaborates
    • Communicates effectively
    • Customer focus
    • Being Authentic
    • Emotional Intelligence
    • Self development
    • Being flexible and adaptable