Trust Officer

Job Title: Trust Officer

At First American Bank, we are seeking a highly skilled Trust Officer to join our Wealth Management Group. As a Trust Officer, you will be responsible for the primary management of trust relationships and will assume primary responsibility for client satisfaction by directing and coordinating bank resources to ensure prompt delivery of quality service.

Key Responsibilities:

* Complete administration of personal trust, guardianship and estate accounts within the wealth management group.
* Arrange and conduct client meetings, maintain regular contact with clients in accordance with established standards of service.
* Conduct annual investment update meetings with Investment Officer, if needed.
* Develop new business by recognizing and capitalizing on opportunities to enhance and expand relationships with new and existing clients, prospects and centers of influence.
* Interact with bank partners and clients' external advisors to promote ongoing communication.
* Serve as an active member of any committee to which assigned and attend all required meetings.
* Provide training for Fiduciary Services Associates within the department.
* Monitor all account activity by reviewing and responding to daily transactions, cash and overdraft reports, ticklers.
* Maintain documentation of all client contacts including routine formal correspondence with client confirming discussions and action.
* Assure relationship profitability by monitoring service levels, fee revenue, and the assessment of additional fees for extraordinary services rendered.

Requirements:

* Bachelor's degree required. Industry-specific designation preferred (CTFA).
* Minimum three years in trust administration, estate planning or related field.
* Knowledge of trust and estate administration, investments, estate planning, tax, legal, insurance, and banking products is required.
* Demonstrated ability to use critical thinking to mitigate risk.
* A history of academic and/or professional success with a persistent desire for professional development and a proven track record of achieving results.
* Must be professional, comfortable speaking with external and internal contacts with a demonstrated ability to effectively tailor the message appropriately to the audience and situation.
* Demonstrated ability to convey thoughts and ideas effectively and succinctly via written formats, including emails, letters, and electronic platforms. Maintain professional standards relating to spelling and grammar.
* Maintain credibility through professional demeanor, appearance, and presence by modeling standards appropriate to our environment and industry.
* Maintain good working relationships with internal partners by exhibiting exemplary interpersonal skills, adopting a constructive, solutions-focused approach.
* Use sound professional judgment to balance the interests of the organization and customer, understanding and using available resources to mitigate risks.
* Must have above average ability to learn and work with multiple systems.
* High level of comfort and skills with applications including Word, Excel, CRM, wealth management and bank accounting systems.

Work Environment:

This position requires regular travel by car to various locations throughout the Bank's Chicago market.

Work Schedule:

Typical hours are Monday through Friday 8:00 a.m. to 5:00 p.m. Additional hours may be required depending upon business need.

Qualifications:

* Bachelor's degree required. Industry-specific designation preferred (CTFA).
* Minimum three years in trust administration, estate planning or related field.
* Knowledge of trust and estate administration, investments, estate planning, tax, legal, insurance, and banking products is required.
* Demonstrated ability to use critical thinking to mitigate risk.
* A history of academic and/or professional success with a persistent desire for professional development and a proven track record of achieving results.
* Must be professional, comfortable speaking with external and internal contacts with a demonstrated ability to effectively tailor the message appropriately to the audience and situation.
* Demonstrated ability to convey thoughts and ideas effectively and succinctly via written formats, including emails, letters, and electronic platforms. Maintain professional standards relating to spelling and grammar.
* Maintain credibility through professional demeanor, appearance, and presence by modeling standards appropriate to our environment and industry.
* Maintain good working relationships with internal partners by exhibiting exemplary interpersonal skills, adopting a constructive, solutions-focused approach.
* Use sound professional judgment to balance the interests of the organization and customer, understanding and using available resources to mitigate risks.
* Must have above average ability to learn and work with multiple systems.
* High level of comfort and skills with applications including Word, Excel, CRM, wealth management and bank accounting systems.

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