Trust Officer

4 weeks ago

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

Job Summary

The Trust Officer is responsible for developing, deepening, and maintaining relationships with investment management clients, trust clients, beneficiaries, and other interested parties for an assigned book of business.

Key Responsibilities

  • Assure compliance with all Bank policies and procedures, as well as applicable regulations.
  • Perform responsibilities related to creating and administering personal trusts, investment agency, IRA (Individual Retirement Accounts) and guardianship accounts.
  • Conduct comprehensive needs assessments with current and potential customers and provide on-going advice and counsel tailored to clients' financial goals.
  • Recommend appropriate products and services to meet needs, based on objectives, tax and estate needs, risk tolerance and proper asset allocations.
  • Manage documentation of all sales activities to establish a record for performance tracking, facilitating targeted analysis for future sales initiatives.
  • Develop and maintain a referral network of internal and external sources for additional sales opportunities.
  • Represent the Bank in community organizations and activities to enhance the Bank's image.
  • Provide quality service in meeting customer needs, inquiries and problems.

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 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.
  • ~ Ability to meet time constraints without constant supervision.

About Midland States Bank

At Midland States Bank, 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 require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at .

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