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Lead Trust Administrator

2 months ago

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

Senior Trust Administrator

Salary Range: $73,500 - $98,000 annually

At Midland States Bank, the base salary is just one aspect of our Total Rewards program. The precise compensation is influenced by various factors, including education, skills, internal equity, and experience. This role also provides additional compensation through short-term incentives (such as bonuses and/or commissions) and may include long-term incentives (like stock awards). Benefits for this position encompass comprehensive healthcare, well-being benefits, paid family leave, and generous paid time off. Total Rewards also feature banking perks, an Employee Stock Purchase Plan, a 401K plan with company match, and the potential to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements.

Position Overview

The Senior Trust Administrator is tasked with managing and nurturing existing relationships with investment management clients, trust clients, beneficiaries, and other relevant parties in collaboration with the designated Trust Officer. This role may involve serving as the primary relationship manager for a designated portfolio of clients, and it is considered a leadership position.

Key Responsibilities

Team Leadership

  • Oversees a team of professionals within a customer-focused culture, thriving in a dynamic environment.
  • Mentors, develops, and conducts performance evaluations for both direct and indirect reports.
  • Identifies high-potential team members for advanced training and development opportunities.
  • Effectively manages underperforming team members.
  • May supervise a group of Trust Administrators or Client Associates.

Client Relationship Management and Trust Oversight

  • Works closely with the Trust Officer to keep current information on beneficiaries and their evolving needs to fulfill the Bank's fiduciary responsibilities and deliver exceptional client service.
  • Advises on suitable financial products and services tailored to meet clients' objectives, tax and estate considerations, risk tolerance, and asset allocations.
  • Acts as the primary contact and relationship manager for an established portfolio of client accounts.
  • Identifies opportunities for cross-selling additional products to current clients.
  • Builds and maintains a referral network of internal and external sources for further sales opportunities.
  • Recognizes and refers business to other divisions within the Bank as necessary.
  • Maintains communication with existing clients, beneficiaries, and referral sources to provide agreed-upon services, address inquiries, and resolve service issues.
  • Interprets trust documents and client account agreements with meticulous attention to detail.
  • Contributes as a key member of the Trust Administration Committee.
  • Exhibits sound judgment in processing client requests and making recommendations for fiduciary approvals beyond specified limits.
  • Strictly complies with operational risk controls and regulatory standards.

Additional Responsibilities

  • Represents the Bank in community initiatives and industry organizations to enhance the Bank's reputation.
  • This role may require occasional travel for training and team meetings, as well as a willingness to travel periodically as needed.
  • May necessitate working in a Midland office to ensure collaboration and support for internal and external clients.
  • Ensures compliance with all relevant regulations, including, but not limited to, the Bank Secrecy Act (BSA).
  • Performs other duties as assigned.

Qualifications

Education and Experience:

  • Bachelor's degree or equivalent experience in trust administration.
  • A minimum of 3 years of prior experience in trust administration (advanced designations and/or preparatory work may sometimes be considered in lieu of experience).
  • At least 3 years of experience leading teams with a proven track record of coaching and motivating team members.
  • Understanding of various investment products and allocation strategies to meet client investment goals.
  • Ability to read and interpret trust and legal documents.
  • Demonstrated success in a collaborative team environment.
  • Ability to meet deadlines without constant supervision.
  • Professionalism and courtesy in interactions with clients and colleagues.
  • Ability to express ideas clearly and work effectively in a fast-paced environment.
  • Proficiency with trust accounting systems.
  • Excellent oral, written, and interpersonal communication skills, with the ability to instruct others, interpret documents, and prepare reports and correspondence.
  • Strong organizational and time management skills.
  • Ability to address complex problems involving multiple facets and variables in non-standardized situations.

Core Competencies:

  • Business acumen
  • Fosters innovation
  • Drives results
  • Makes informed decisions
  • Acts as a brand ambassador
  • Collaborates effectively
  • Communicates clearly
  • Focuses on customer needs
  • Demonstrates authenticity
  • Exhibits emotional intelligence
  • Commits to self-development
  • Shows flexibility and adaptability

At Midland States Bank, we believe that bringing our whole selves to work each day fosters happiness, comfort, confidence, and excitement to achieve great things for our customers, colleagues, and our organization. We are proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate, and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are seeking a place to grow, we encourage you to consider Midland States Bank, where you belong.

Note: This job description does not constitute a contract for employment.