Trust CSA Team Lead

2 weeks ago

Louisville, Kentucky, United States Stock Yards Bank & Trust Full time
Job Title: Trust CSA Team Lead

As a key member of our Trust team, you will play a vital role in supporting our Wealth Advisors in building and maintaining strong relationships with our clients. Your expertise in trust administration and investment concepts will enable you to provide exceptional service and guidance to our clients, while also contributing to the growth and development of our team.

Responsibilities:
  • Respond to trust administration and investment questions, leveraging your knowledge of trust, investment, and estate planning concepts.
  • Exercise independent judgment regarding account matters, such as client requests or questions, disbursement requests, and determining appropriate documents needed.
  • Effectively communicate with internal and external clients, verbally and in writing.
  • Draft client communications using your knowledge and experience with trust, investment, and estate planning concepts.
  • Expertly prepare presentations for existing clients.
  • Anticipate client and Advisor needs in all situations; proactively identify problem areas, research problems, and resolve issues.
  • Maintain accounts from set up to closing through proper internal processes and procedures, appropriately alerting Advisors of important changes and/or issues.
  • Assist Advisors with required client annual reviews and clearing exceptions on accounts.
  • Maintain service standard activities, COI activities, and other required calling activities.
  • Serve as client point of contact when Advisor is out of the office.
  • Assist with communication between CSA Manager, Client Service Associates, Advisors, and Trust Operations.
  • Assist CSA Manager with CSA training on a routine basis.
  • Evaluate CSA's job functions and assist with training and development of CSA team members. Address performance issues with CSA Manager if needed.
  • Create an atmosphere of teamwork, consistency, and positivity in workflow and atmosphere.
  • Report any issues to the CSA Manager or Senior Management.
  • Provide office coverage and support in emergency situations.
Requirements:
  • Bachelor's Degree
  • 5 years work experience in a Trust department or related field
  • Proficient computer application skills in word processing and spreadsheets (Word, Excel)
  • Self-motivated and dependable
  • Ability to quickly learn trust system and new technology
  • Working knowledge of investment, fiduciary, and estate planning concepts
  • Independent decision-making ability within limits set by the Wealth Management & Trust Department
  • Excellent communication skills, both written and verbal, with all levels of personnel and clients
  • Excellent grammar, spelling, and business writing skills
  • Excellent problem-solving skills
  • Ability to prioritize and organize heavy volumes of work
  • Ability to function independently in a multi-task environment, as well as part of a team
  • Ability to maintain confidentiality
  • Must be highly detail-oriented
  • Professional appearance and demeanor
Benefits:
  • 401(k) with a company match of up to 6%
  • ESOP employer match
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Cancer/Disease insurance
  • Accident insurance
  • Flexible Spending Accounts
  • Health Savings Accounts
  • Bank-paid Life/AD&D insurance
  • Voluntary Life/AD&D insurance
  • Bank-paid Short-Term and Long-Term Disability insurance
  • Employee Stock Purchase Plan
  • Employee Assistance Program
Physical Requirements:

This position requires sitting the majority of the time with limited walking and standing. Must be able to see, hear, speak, grasp paperwork, and type. All work occurs indoors and within regular working hours. The noise level in the work environment is usually moderate.

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