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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 such as education, skills, internal equity, and experience. This role also offers 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 may include the chance to engage 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 stakeholders in collaboration with the designated Trust Officer for each account. This role may involve acting as the primary relationship manager for a dedicated portfolio of clients. It is a leadership position.

Key Responsibilities

Team Leadership

  • Oversees a team of professionals within a customer-focused culture to thrive 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 employees.
  • May supervise a team 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 customized to meet clients' goals, tax and estate requirements, risk tolerance, and asset allocations.
  • Acts as the main point of contact and relationship manager for a 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 departments within the Bank as appropriate.
  • Maintains regular contact 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 adheres to compliance and operational risk controls in line with Bank 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 or guidance may sometimes be considered in lieu of experience).
  • At least 3 years of experience leading teams with proven success in coaching and motivating team members.
  • Knowledge of various investment products and allocation strategies to meet client investment objectives.
  • Ability to read and interpret trust and legal documents.
  • Demonstrated success in a team-oriented environment.
  • Capability to meet deadlines without constant supervision.
  • Professionalism and courtesy in interactions with clients and colleagues.
  • Ability to express ideas clearly and work in a fast-paced, dynamic environment.
  • Proficiency with trust accounting systems.
  • Excellent oral, written, and interpersonal communication skills, with the ability to instruct others, interpret documents, and compose reports and correspondence.
  • Strong organizational and time management skills.
  • Aptitude for addressing complex problems involving multiple facets and variables in non-standardized situations.

Core Competencies:

  • Business insight
  • Fosters innovation
  • Drives results
  • Makes informed decisions
  • Acts as a brand ambassador
  • Collaborates effectively
  • Communicates proficiently
  • 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 enthusiasm in serving our customers, colleagues, and the company. We take pride in being 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, as you belong here.

This job description does not constitute a contract for employment.