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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 may also provide 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 engage in our Non-Qualified Deferred Compensation plan. Eligibility requirements apply to incentives and benefits.

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 for each account. This role may also act as the primary relationship manager for an individual portfolio of clients. It is 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 alongside the Trust Officer to ensure current information on beneficiaries and their evolving needs is maintained, fulfilling the Bank's fiduciary responsibilities and delivering exceptional client service.
  • Advises on suitable financial products and services tailored to align with clients' objectives, tax and estate considerations, risk tolerance, and asset distribution.
  • Acts as the primary contact and relationship manager for a designated portfolio of client accounts.
  • Identifies opportunities for cross-selling additional services to current clients.
  • Builds and sustains 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 regular communication with existing clients, beneficiaries, and referral sources to deliver agreed-upon services, address inquiries, and resolve service-related issues.
  • Interprets trust documents and client account agreements with meticulous attention to detail.
  • Contributes as a vital member of the Trust Administration Committee.
  • Exhibits sound judgment in processing client requests and makes 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 its reputation.
  • This role may involve occasional travel for training and team meetings, as well as periodic travel to various locations as needed.
  • May require work in a Midland office to ensure collaboration and support for both internal and external clients.
  • Ensures compliance with all relevant regulations, including 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 in team leadership 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 draft reports and correspondence.
  • Strong organizational and time management skills.
  • Ability to navigate 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 authentic selves to work fosters happiness, comfort, confidence, and enthusiasm in serving our customers, colleagues, and the 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.