Trust Officer

3 days ago

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

The Trust Officer is a key role at Midland States Bank, responsible for developing and maintaining relationships with investment management clients, trust clients, beneficiaries, and other interested parties. This individual contributor position requires a strong understanding of financial planning and estate planning techniques, as well as excellent communication and interpersonal skills.

Key Responsibilities
  • Administer personal trusts, investment agency, IRA, and guardianship accounts, serving as the primary contact for customers.
  • Conduct comprehensive needs assessments with current and potential customers, providing ongoing advice and counsel tailored to clients' financial goals.
  • Recommend appropriate products and services to meet clients' needs, based on objectives, tax and estate needs, risk tolerance, and proper asset allocations.
  • Meet with clients to understand their needs, working with clients' families, beneficiaries, accountants, and/or attorneys as necessary.
  • Proactively reach out to high-value prospects and clients to market trust and investment management services.
  • Cultivate business relationships with centers of influence to expand clientele.
  • Manage documentation of all sales activities to establish a record for performance tracking and targeted analysis for future sales initiatives.
  • Develop and maintain a referral network of internal and external sources for additional sales opportunities.
  • Maintain contact with existing clients, beneficiaries, and referral sources to identify and pursue additional sales opportunities.
  • Identify and refer business to other areas within the Bank as appropriate.
  • Stay up-to-date on developments in probate and fiduciary law, actively pursuing professional development opportunities.
  • Adhere to compliance and operational risk controls in accordance with Bank and regulatory standards.
  • Work with outside legal counsel and other professionals to ensure legal and regulatory compliance in the administration of personal trusts, investment agency, IRA, and guardianship accounts.
  • Represent the Bank in community organizations and activities to enhance the Bank's image.
  • Provide exceptional service in meeting customer needs, inquiries, and problems.
  • This role requires occasional travel for training and team meetings, and a willingness to travel periodically to locations within the market as needed.
Requirements
  • Bachelor's degree, with advanced degree JD or MBA preferred.
  • CFP (Certified Financial Planner) or CTFA (Certified Trust and Fiduciary Advisor) certification required, if not holding a JD.
  • 3-5 years of experience in financial services, preferably in a bank trust environment or advanced designations and/or preparatory work or guidance may sometimes be assessed in lieu of experience.
  • Knowledge of financial planning and estate planning techniques.
  • Demonstrated success working in a team environment.
  • Ability to meet time constraints without constant supervision.
  • Sales-oriented, friendly, and persuasive personality.
  • Professionalism and courtesy in dealing with customers and colleagues.
  • High degree of accuracy with attention to detail required.
  • Strong oral, written, and interpersonal communication skills.
  • Strong organization and time management skills.
  • Ability to work independently and as part of a team.
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

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