Trust Officer

1 month ago

Rochester, New York, United States M&T Bank Full time
Job Summary

We are seeking a highly skilled and experienced Trust Officer to join our team at M&T Bank. As a Trust Officer, you will be responsible for the administration and fiduciary management of complex trust relationships within client relationships.

Key Responsibilities
  • Administer and oversee complex trust relationships within an assigned book of client trust accounts, exercising sound judgment and fiduciary discretion.
  • Serve as the primary point of contact for clients on trust account relationships, communicating regularly and providing overall trust administration management for complex trust relationships.
  • Assess and manage risk, exercise fiduciary discretion, and adhere to policies and procedures related to account administrative activities.
  • Develop and implement trust solutions to meet wealth client needs, anticipating and identifying opportunities to create new relationships and expand existing ones.
  • Provide superior client service and develop deep relationships with clients to best administer their trust accounts, generate solutions, and meet distribution needs.
  • Communicate regularly with the client team to ensure awareness of trust matters concerning clients.
  • Manage the new account opening process, ensuring proper trust funding, account opening, and fee agreements are in place.
  • Cultivate strong working relationships with clients and their advisors to develop a complete understanding of individual client needs.
  • Maintain comprehensive knowledge of Bank resources, including market leadership, tax liaison team, Legal and Compliance, to ensure timely delivery of quality service and expand client relationships.
  • Support market efforts to develop new trust business, participate in client presentations, and serve as a subject matter expert on trust administration.
  • Serve as a fiduciary resource to Wealth Advisors and other internal partners.
  • Support the goals and objectives of the wealth practice and regional leadership by serving as a mentor and role model for less experienced staff.
  • Understand and maintain current knowledge of regulatory requirements and Federal and state law concerning trust and estates, as well as industry standards and practices.
  • Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite.
Requirements
  • Bachelor's degree and a minimum of 7 years' experience administering fiduciary accounts or related legal/business experience in the financial services industry.
  • Strong verbal and written communication skills, strong presentation skills, and strong planning skills.
  • Thorough knowledge of fiduciary business, including decisioning experience in complex fiduciary matters.
  • Experience attracting, expanding, and retaining client relationships, including building a significant level of trust with clients.
  • Good investment knowledge of asset allocation strategies and proficiency with personal computers.
  • Experience maintaining a high level of integrity and professionalism.
Preferred Qualifications
  • Juris Doctor (JD) or Master's degree.
  • Minimum of 10 years' experience administering fiduciary accounts or related legal/business experience in the financial services industry.
  • CTFA (Certified Trust and Financial Advisor) certification.
  • Strong interpersonal skills.
Physical Requirements

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $115,703.73 - $192,839.55 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.

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