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Director of Delaware Trust

2 months ago

Wilmington, Delaware, United States Mechanics Bank Full time
Director of Delaware Trust

Mechanics Bank is seeking a highly skilled and experienced Director of Delaware Trust to join our team. As a key member of our trust administration department, you will be responsible for overseeing and managing sales activities, cultivating trust business, and maintaining a thorough knowledge of trust and tax laws.

Key Responsibilities:

  • Lead and participate in sales activities to control quality of business accepted and cultivate trust business opportunities.
  • Work closely with wealth advisors, relationship managers, portfolio managers, and other wealth management professionals to develop trust business.
  • Maintain extensive contact with clients and prospects, as well as their respective advisors.
  • Build and deepen relationships with centers of influence, such as accounting firms and law firms, to solidify referral sources.
  • Develop and maintain effective links with all units of Bank and affiliated companies to ensure meaningful cross-selling and/or support of trust activities.
  • Serve as the liaison between trust compliance and trust staff.
  • Mentor junior trust officers and associates on significant account administrative matters and business development activities.

Requirements:

  • 10 years of trust administrative experience.
  • 4-year college degree with preference for a JD degree.
  • CTFA-Certified Trust and Fiduciary Advisor is preferred.
  • Thorough knowledge of trust requirements, including account transfer policies, practices, and procedures.
  • Strong knowledge of estate and tax planning techniques and their appropriate application.
  • Extensive understanding of trust accounting systems.
  • Knowledge of securities, real estate, LLCs, limited partnerships, and other entities.
  • Must be thoroughly familiar with and adhere to all applicable, federal, and state laws, regulations, and guidance, including those related to Anti-money laundering.
  • Must have experience supervising trust personnel, including coaching development, counselling, team building, and motivational/inspirational leadership experience.
  • Proven track record of business development success.
  • Exceptional communication skills.
  • Must be knowledgeable of all Bank policies and procedures, completing required training.
  • Excellent analytical skills; reviewing various data sources, including reports and manuals.
  • Must be able to communicate effectively via telephone and in person.
  • Excellent attention to detail and accuracy.
  • Excellent organizational ability.

What We Offer:

Mechanics Bank is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation, or other bases prohibited by applicable law.

Please view Equal Employment Opportunity Posters provided by OFCCP here.

To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit https://www.mechanicsbank.com/California-Consumer-Residents