University of Massachusetts Amherst
Amherst, Massachusetts
Job no: 528037 Work type: Staff Full Time Location: UMass Amherst Department: News and Media Relations Union: PSU Categories: Public Relations, Marketing, Communications, PSU A About UMass Amherst The flagship of the Commonwealth, the University of Massachusetts Amherst is a nationally ranked public land-grant research university that seeks to expand educational access, fuel innovation and creativity, and share and use its knowledge for the common good. Founded in 1863, UMass Amherst sits on nearly 1,450-acres in scenic Western Massachusetts and boasts state-of-the-art facilities for teaching, research, scholarship, and creative activity. The institution advances a diverse, equitable, and inclusive community where everyone feels connected and valued-and thrives, and offers a full range of undergraduate, graduate and professional degrees across 10 schools and colleges, and 100 undergraduate majors. We believe every member of our university community can contribute to our ongoing success by striving for the highest level of excellence as we seek breakthrough solutions to mounting environmental, social, economic, and technological challenges in our world. About University Relations University Relations tells the impressive story of UMass Amherst: their faculty and their global research, their students who are preparing to lead, the hundreds of thousands of alumni who make the world a better place every day. The broad portfolio of University Relations includes marketing and communications, media relations, government relations, community relations, event planning, economic development, and regional partnerships, and New England Public Media (NEPM)-the region's premier public radio station. University Relations harnesses the resources and expertise of these distinct entities in a coordinated and strategic way to ensure that the powerful message of the University of Massachusetts Amherst reaches all its varied audiences, both internal and external. Job Summary The Social Media Writer/Strategist plays a lead role and exercises sound judgement in crafting content for the institution's organic social media content that ladders up to the goals and content strategy for the institution. As social media writer, this position exercises sound editorial judgement in crafting thoughtful, well-researched content that elevates the reputation of UMass Amherst. Reporting to the Executive Director of Digital Communications, this role plays an essential part in amplifying the university's triumphs, ventures and pivotal role in shaping lives on a national and international scale. It also provides perspective on student and faculty life at the University and supports and kindles student, faculty and alumni engagement. The position requires excellent research and writing skills and the ability to work effectively with a wide range of audiences, including students, faculty, staff, administrators, public officials, alumni and donors. The Social Media Writer/Strategist must be able to work independently and as a team member, exercising sound judgment under deadline conditions. The job requires being available outside of normal business hours as needed, and participating in an on-call rotation on nights, weekends and holidays to monitor and post timely social media and web content. Essential Functions Writes and shapes social media content that reflects and reinforces the brand's voice. Crafts compelling, fresh, scroll-stopping, platform specific content that elevates the university's reputation while ensuring every post aligns with our mission, values, and voice. Write, edit, and publish accurate, well researched, timely, platform-specific, and engaging content for the institution's social media platforms that optimize language, tone and message for our target audiences. Select appealing and appropriate images and videos to complement text. Collaborate closely with designers, video editors, writers, to develop cohesive and impactful content ensuring that messaging and visuals work seamlessly together in a fresh, creative way. Analyze trends through social media listening, monitoring and engagement. Track and report on social media insights. Ensure the delivery of accurate, timely information while understanding that some projects may contain confidential and sensitive information. Assist with community management. Implement social media standards, guidelines and policies on behalf of the university and individual departments. Stay abreast of trends in online communications and social media. Write on behalf of leadership with clarity and confidence, adapting to establishing voices, while navigating high levels of visibility, scrutiny and feedback. Other Functions Demonstrates a multicultural awareness and contributes to cultivating an inclusive, diverse and respectful university community. Help copy edit content for news editors. Perform other duties as assigned. Minimum Qualifications (Knowledge, Skills, Abilities, Education, Experience, Certifications, Licensure) Bachelor's degree in Journalism, Public Relations, Communications, Marketing or a related field. 3-5 years of experience in communications, journalism, public relations or a related field, including a background in social media content creation on variety of channels. Strong working knowledge of social media channels. Ability to handle issues of a confidential nature. Proven ability to write clear, engaging, and platform-specific content for social media, with a strong grasp of voice, tone, and storytelling across diverse audiences. Experience working with content management systems. Excellent oral and written communication skills, including the ability to accurately translate technical or scholarly information into common language; pay close attention to detail. Good judgment, discretion and the ability to think quickly and work under pressure. Strong time-management abilities. Ability to multi-task and work collaboratively with a multi-disciplinary team. Preferred Qualifications (Knowledge, Skills, Abilities, Education, Experience, Certifications, Licensure) Experience with AP Style. Basic photography, video editing, graphic design skills. Physical Demands/Working Conditions Typical office environment. Work Schedule Monday - Friday; 37.5 hours/week. Will require being available outside of normal business hours as needed, and participating in an on-call rotation on nights, weekends and holidays to post timely social media and web content. This position has the opportunity for a hybrid work schedule, which is defined by the University as an arrangement where an employee's work is regularly performed at a location other than the campus workspace for a portion of the week. As this position falls within the Professional Staff Union, it is subject to the terms and conditions of the Professional Staff Union collective bargaining agreement. Salary Information Level 27 Exempt Hiring Ranges Special Instructions to Applicants Please include a cover letter, resume and portfolio including three writing samples with your application. Candidates advancing in the search process may be asked to complete a brief writing assessment. This will help us evaluate core writing competencies relevant to the role. References will be checked at the finalist stage. Please be prepared to provide contact information for three (3) professional references. The University of Massachusetts Amherst welcomes all qualified applicants and complies with all state and federal anti-discrimination laws. Advertised: Jul Eastern Daylight Time Applications close: Oct Eastern Daylight Time Whatsapp Facebook LinkedIn Email App if (typeof SocialShareKit != 'undefined') SocialShareKit.init( forceInit: true, reinitialize: true, selector: '.social-share-kit .ssk' );
09/03/2025
Full time
Job no: 528037 Work type: Staff Full Time Location: UMass Amherst Department: News and Media Relations Union: PSU Categories: Public Relations, Marketing, Communications, PSU A About UMass Amherst The flagship of the Commonwealth, the University of Massachusetts Amherst is a nationally ranked public land-grant research university that seeks to expand educational access, fuel innovation and creativity, and share and use its knowledge for the common good. Founded in 1863, UMass Amherst sits on nearly 1,450-acres in scenic Western Massachusetts and boasts state-of-the-art facilities for teaching, research, scholarship, and creative activity. The institution advances a diverse, equitable, and inclusive community where everyone feels connected and valued-and thrives, and offers a full range of undergraduate, graduate and professional degrees across 10 schools and colleges, and 100 undergraduate majors. We believe every member of our university community can contribute to our ongoing success by striving for the highest level of excellence as we seek breakthrough solutions to mounting environmental, social, economic, and technological challenges in our world. About University Relations University Relations tells the impressive story of UMass Amherst: their faculty and their global research, their students who are preparing to lead, the hundreds of thousands of alumni who make the world a better place every day. The broad portfolio of University Relations includes marketing and communications, media relations, government relations, community relations, event planning, economic development, and regional partnerships, and New England Public Media (NEPM)-the region's premier public radio station. University Relations harnesses the resources and expertise of these distinct entities in a coordinated and strategic way to ensure that the powerful message of the University of Massachusetts Amherst reaches all its varied audiences, both internal and external. Job Summary The Social Media Writer/Strategist plays a lead role and exercises sound judgement in crafting content for the institution's organic social media content that ladders up to the goals and content strategy for the institution. As social media writer, this position exercises sound editorial judgement in crafting thoughtful, well-researched content that elevates the reputation of UMass Amherst. Reporting to the Executive Director of Digital Communications, this role plays an essential part in amplifying the university's triumphs, ventures and pivotal role in shaping lives on a national and international scale. It also provides perspective on student and faculty life at the University and supports and kindles student, faculty and alumni engagement. The position requires excellent research and writing skills and the ability to work effectively with a wide range of audiences, including students, faculty, staff, administrators, public officials, alumni and donors. The Social Media Writer/Strategist must be able to work independently and as a team member, exercising sound judgment under deadline conditions. The job requires being available outside of normal business hours as needed, and participating in an on-call rotation on nights, weekends and holidays to monitor and post timely social media and web content. Essential Functions Writes and shapes social media content that reflects and reinforces the brand's voice. Crafts compelling, fresh, scroll-stopping, platform specific content that elevates the university's reputation while ensuring every post aligns with our mission, values, and voice. Write, edit, and publish accurate, well researched, timely, platform-specific, and engaging content for the institution's social media platforms that optimize language, tone and message for our target audiences. Select appealing and appropriate images and videos to complement text. Collaborate closely with designers, video editors, writers, to develop cohesive and impactful content ensuring that messaging and visuals work seamlessly together in a fresh, creative way. Analyze trends through social media listening, monitoring and engagement. Track and report on social media insights. Ensure the delivery of accurate, timely information while understanding that some projects may contain confidential and sensitive information. Assist with community management. Implement social media standards, guidelines and policies on behalf of the university and individual departments. Stay abreast of trends in online communications and social media. Write on behalf of leadership with clarity and confidence, adapting to establishing voices, while navigating high levels of visibility, scrutiny and feedback. Other Functions Demonstrates a multicultural awareness and contributes to cultivating an inclusive, diverse and respectful university community. Help copy edit content for news editors. Perform other duties as assigned. Minimum Qualifications (Knowledge, Skills, Abilities, Education, Experience, Certifications, Licensure) Bachelor's degree in Journalism, Public Relations, Communications, Marketing or a related field. 3-5 years of experience in communications, journalism, public relations or a related field, including a background in social media content creation on variety of channels. Strong working knowledge of social media channels. Ability to handle issues of a confidential nature. Proven ability to write clear, engaging, and platform-specific content for social media, with a strong grasp of voice, tone, and storytelling across diverse audiences. Experience working with content management systems. Excellent oral and written communication skills, including the ability to accurately translate technical or scholarly information into common language; pay close attention to detail. Good judgment, discretion and the ability to think quickly and work under pressure. Strong time-management abilities. Ability to multi-task and work collaboratively with a multi-disciplinary team. Preferred Qualifications (Knowledge, Skills, Abilities, Education, Experience, Certifications, Licensure) Experience with AP Style. Basic photography, video editing, graphic design skills. Physical Demands/Working Conditions Typical office environment. Work Schedule Monday - Friday; 37.5 hours/week. Will require being available outside of normal business hours as needed, and participating in an on-call rotation on nights, weekends and holidays to post timely social media and web content. This position has the opportunity for a hybrid work schedule, which is defined by the University as an arrangement where an employee's work is regularly performed at a location other than the campus workspace for a portion of the week. As this position falls within the Professional Staff Union, it is subject to the terms and conditions of the Professional Staff Union collective bargaining agreement. Salary Information Level 27 Exempt Hiring Ranges Special Instructions to Applicants Please include a cover letter, resume and portfolio including three writing samples with your application. Candidates advancing in the search process may be asked to complete a brief writing assessment. This will help us evaluate core writing competencies relevant to the role. References will be checked at the finalist stage. Please be prepared to provide contact information for three (3) professional references. The University of Massachusetts Amherst welcomes all qualified applicants and complies with all state and federal anti-discrimination laws. Advertised: Jul Eastern Daylight Time Applications close: Oct Eastern Daylight Time Whatsapp Facebook LinkedIn Email App if (typeof SocialShareKit != 'undefined') SocialShareKit.init( forceInit: true, reinitialize: true, selector: '.social-share-kit .ssk' );
Description: Job Title: Vice President, Commercial Banking Wealth Strategist Department: Arizona Wealth Management Reports To: CEO, Trust and Wealth Management/President TrustBank AZ FLSA Status: Exempt Type of Position: Full-Time Job Summary The Vice President Commercial Banking Wealth Strategist serves as TrustBank's Arizona's representative focusing on Phoenix Valley markets. The position's primary role is to originate new profitable deposit relationships with commercial businesses and high-net-worth individuals by providing these market segments with competitive TrustBank products and services that meet these customers' ever-changing needs. The position will also receive referrals from lenders and wealth advisors to expand relationships with additional deposit accounts and services. In addition, the Vice President Commercial Banking Wealth Strategist will be expected to develop relationships with centers of influence in their respective communities. This role also requires this person to target community engagement opportunities to grow and enhance brand visibility. Primary Duties and Responsibilities • Acquire, retain and expand new and existing deposit relationships. Develop and maintain strong customer relationships through in-person and remote interactions, identifying financial needs and offering tailored cash management solutions. • Act as the principal relationship manager for new and existing clients while introducing TrustBank partners in implementing our Team approach. • Lead and direct business activities to support the development of commercial banking as it relates to deposit relationships, with emphasis on the total commercial banking relationship. This includes joint calls with lenders, wealth and trust team members, and senior executives. • Focus on driving deposit generation through the sale of traditional products and commercial cash management services. • Determine cash management product suitability to best meet the business client's cash flow and analysis needs while balancing the bank's revenue opportunities. • Contribute to the broader success of TrustBank by creating deep, profitable relationships through cross-selling across all lines of business. • Take an active, visible role in the Phoenix Valley markets by participating in local business, civic, and charitable organizations, and over time assuming positions of related volunteer leadership. Additional Duties and Responsibilities • Provide solutions and support by phone, email, and at the client's place of business. • Support training and correspondence related to client's cash management services. • Assist in the development of cash management marketing and training materials. • Maintain deep and updated understanding of the banks policies and risk management philosophy and an understanding of applicable regulations and compliance requirements. • Serve on bank committees, including Arizona Marketing, Deposit Committee, and Arizona Pricing Committee. • Perform other duties as assigned. Traits/Characteristics of a Successful Vice President, Commercial Banking Wealth Strategist • Self-motivated, assertive, perform well in a results-oriented sales environment, interact with customers and team members in a professional and personable manner, and perform well in potentially stressful situations requiring tact, diplomacy, integrity, and confidentiality. • Prior experience in establishing and meeting specific sales goals and objectives. • Strong presentation, planning, organization, time management, and follow-up skills. • Effective problem-solving and decision-making skills. • Excellent probing and listening skills to uncover customer needs. • Excellent interpersonal, verbal and written communication skills. • Presents him/herself in a professional manner. TrustBank Core Values Embrace and promote the TrustBank Culture and Core Values in all aspects of your duties. Strictly manage and protect sensitive information to which you are entrusted. Compensation and Benefits Compensation for this position has a base of $110,000 - $132,000 and has a generous quarterly incentive which may increase compensation to a range between $142,600 - $163,600. Actual compensation will be determined based on the candidate's prior related experience & education and will be finalized at the time of offer. TrustBank provides a generous benefits offering and details may be found on our bank's website: Working Conditions and Essential Functions This is a full-time exempt position, and the schedule is typically Monday through Friday, from 8 AM - 5 PM and is a minimum of forty hours per week. However, success in this role will require a proactive approach to relationship-building, including engagement in after-hours networking and client development opportunities and therefore, the role may require additional hours as needed or perform other duties as assigned. The position will primarily be located 2375 E Camelback Rd Ste 155 Phoenix, AZ 85016. Well-lit office environment and the noise level is usually moderate. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms, and talk, or hear. Ability to lift 25 pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus. Ability to travel via air, rail, automobile and or/bus. Disclosures TrustBank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position. Equal Opportunity Employer/Disability/Veterans. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Updated: August 05, 2025 Requirements: Education and/or Experience • Minimum five years prior cash management sales or business development experience required. • Cash management / treasury management background is required. • Job experience with extensive customer contact, including building & maintaining customer relationships. • Bachelor's degree in business or a related field required, MBA or MA/MS a plus. • PC, Internet, and Cash Management systems proficiency. Required Skills and Abilities Ability to read, analyze, and interpret software application updates, technical procedures, and governmental regulations. Ability to write reports, correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, employees, customers, regulators, board of directors and the general public. Knowledge of basic accounting concepts and business financial statements. Required to complete all training and annual renewal requirements as required. Ability to complete ongoing regulatory and compliance training. Compensation details: 00 Hourly Wage PIdae54d6eb5-
09/01/2025
Full time
Description: Job Title: Vice President, Commercial Banking Wealth Strategist Department: Arizona Wealth Management Reports To: CEO, Trust and Wealth Management/President TrustBank AZ FLSA Status: Exempt Type of Position: Full-Time Job Summary The Vice President Commercial Banking Wealth Strategist serves as TrustBank's Arizona's representative focusing on Phoenix Valley markets. The position's primary role is to originate new profitable deposit relationships with commercial businesses and high-net-worth individuals by providing these market segments with competitive TrustBank products and services that meet these customers' ever-changing needs. The position will also receive referrals from lenders and wealth advisors to expand relationships with additional deposit accounts and services. In addition, the Vice President Commercial Banking Wealth Strategist will be expected to develop relationships with centers of influence in their respective communities. This role also requires this person to target community engagement opportunities to grow and enhance brand visibility. Primary Duties and Responsibilities • Acquire, retain and expand new and existing deposit relationships. Develop and maintain strong customer relationships through in-person and remote interactions, identifying financial needs and offering tailored cash management solutions. • Act as the principal relationship manager for new and existing clients while introducing TrustBank partners in implementing our Team approach. • Lead and direct business activities to support the development of commercial banking as it relates to deposit relationships, with emphasis on the total commercial banking relationship. This includes joint calls with lenders, wealth and trust team members, and senior executives. • Focus on driving deposit generation through the sale of traditional products and commercial cash management services. • Determine cash management product suitability to best meet the business client's cash flow and analysis needs while balancing the bank's revenue opportunities. • Contribute to the broader success of TrustBank by creating deep, profitable relationships through cross-selling across all lines of business. • Take an active, visible role in the Phoenix Valley markets by participating in local business, civic, and charitable organizations, and over time assuming positions of related volunteer leadership. Additional Duties and Responsibilities • Provide solutions and support by phone, email, and at the client's place of business. • Support training and correspondence related to client's cash management services. • Assist in the development of cash management marketing and training materials. • Maintain deep and updated understanding of the banks policies and risk management philosophy and an understanding of applicable regulations and compliance requirements. • Serve on bank committees, including Arizona Marketing, Deposit Committee, and Arizona Pricing Committee. • Perform other duties as assigned. Traits/Characteristics of a Successful Vice President, Commercial Banking Wealth Strategist • Self-motivated, assertive, perform well in a results-oriented sales environment, interact with customers and team members in a professional and personable manner, and perform well in potentially stressful situations requiring tact, diplomacy, integrity, and confidentiality. • Prior experience in establishing and meeting specific sales goals and objectives. • Strong presentation, planning, organization, time management, and follow-up skills. • Effective problem-solving and decision-making skills. • Excellent probing and listening skills to uncover customer needs. • Excellent interpersonal, verbal and written communication skills. • Presents him/herself in a professional manner. TrustBank Core Values Embrace and promote the TrustBank Culture and Core Values in all aspects of your duties. Strictly manage and protect sensitive information to which you are entrusted. Compensation and Benefits Compensation for this position has a base of $110,000 - $132,000 and has a generous quarterly incentive which may increase compensation to a range between $142,600 - $163,600. Actual compensation will be determined based on the candidate's prior related experience & education and will be finalized at the time of offer. TrustBank provides a generous benefits offering and details may be found on our bank's website: Working Conditions and Essential Functions This is a full-time exempt position, and the schedule is typically Monday through Friday, from 8 AM - 5 PM and is a minimum of forty hours per week. However, success in this role will require a proactive approach to relationship-building, including engagement in after-hours networking and client development opportunities and therefore, the role may require additional hours as needed or perform other duties as assigned. The position will primarily be located 2375 E Camelback Rd Ste 155 Phoenix, AZ 85016. Well-lit office environment and the noise level is usually moderate. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms, and talk, or hear. Ability to lift 25 pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus. Ability to travel via air, rail, automobile and or/bus. Disclosures TrustBank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position. Equal Opportunity Employer/Disability/Veterans. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Updated: August 05, 2025 Requirements: Education and/or Experience • Minimum five years prior cash management sales or business development experience required. • Cash management / treasury management background is required. • Job experience with extensive customer contact, including building & maintaining customer relationships. • Bachelor's degree in business or a related field required, MBA or MA/MS a plus. • PC, Internet, and Cash Management systems proficiency. Required Skills and Abilities Ability to read, analyze, and interpret software application updates, technical procedures, and governmental regulations. Ability to write reports, correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, employees, customers, regulators, board of directors and the general public. Knowledge of basic accounting concepts and business financial statements. Required to complete all training and annual renewal requirements as required. Ability to complete ongoing regulatory and compliance training. Compensation details: 00 Hourly Wage PIdae54d6eb5-
Job Description: Description: The Sr. Trust Officer is a highly experienced, well-rounded fiduciary professional who will partner with Private Client Advisors in closing new business and will provide high level advisory consultation to clients. Credentials / Experience: Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification) Minimum of 8 years of trust administration and estate planning experience Key attributes / competencies: Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning Initiative/proactive approach to problem solving Creative though prudent approach to providing solutions within Bank's risk/reward profile Ability / drive to "ask for the order' to close sales Good people/partner communication skills / team player Knowledge of policies, procedures, regulatory requirements High level of savvy and sophistication re: high net worth clients' concerns / issues Ability to communicate and connect with high net worth clients Key Responsibilities: Partner with PCAs to drive business development / close new Trust business in prospecting activities Proactively identify and harvest opportunities to deepen relationships within current client base Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning advice Proactively engage other specialists within US Trust to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.) Proactively identify and resolve client issues Engage in high level trust administration; oversee all administration activities Document interpretation Oversee risk management activities Identify at risk clients; proactively resolve issues / meet with at-risk clients as needed to drive retention Job Band: H4 Shift: 1st shift (United States of America) Hours Per Week: 40 Weekly Schedule: Referral Bonus Amount: 2500 --> Job Description: Description: The Sr. Trust Officer is a highly experienced, well-rounded fiduciary professional who will partner with Private Client Advisors in closing new business and will provide high level advisory consultation to clients. Credentials / Experience: Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification) Minimum of 8 years of trust administration and estate planning experience Key attributes / competencies: Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning Initiative/proactive approach to problem solving Creative though prudent approach to providing solutions within Bank's risk/reward profile Ability / drive to "ask for the order' to close sales Good people/partner communication skills / team player Knowledge of policies, procedures, regulatory requirements High level of savvy and sophistication re: high net worth clients' concerns / issues Ability to communicate and connect with high net worth clients Key Responsibilities: Partner with PCAs to drive business development / close new Trust business in prospecting activities Proactively identify and harvest opportunities to deepen relationships within current client base Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning advice Proactively engage other specialists within US Trust to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.) Proactively identify and resolve client issues Engage in high level trust administration; oversee all administration activities Document interpretation Oversee risk management activities Identify at risk clients; proactively resolve issues / meet with at-risk clients as needed to drive retention Job Band: H4 Shift: 1st shift (United States of America) Hours Per Week: 40 Weekly Schedule: Referral Bonus Amount: 2500 Job Description: Description: The Sr. Trust Officer is a highly experienced, well-rounded fiduciary professional who will partner with Private Client Advisors in closing new business and will provide high level advisory consultation to clients. Credentials / Experience: Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification) Minimum of 8 years of trust administration and estate planning experience Key attributes / competencies: Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning Initiative/proactive approach to problem solving Creative though prudent approach to providing solutions within Bank's risk/reward profile Ability / drive to "ask for the order' to close sales Good people/partner communication skills / team player Knowledge of policies, procedures, regulatory requirements High level of savvy and sophistication re: high net worth clients' concerns / issues Ability to communicate and connect with high net worth clients Key Responsibilities: Partner with PCAs to drive business development / close new Trust business in prospecting activities Proactively identify and harvest opportunities to deepen relationships within current client base Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning advice Proactively engage other specialists within US Trust to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.) Proactively identify and resolve client issues Engage in high level trust administration; oversee all administration activities Document interpretation Oversee risk management activities Identify at risk clients; proactively resolve issues / meet with at-risk clients as needed to drive retention Shift: 1st shift (United States of America) Hours Per Week: 40
09/23/2021
Full time
Job Description: Description: The Sr. Trust Officer is a highly experienced, well-rounded fiduciary professional who will partner with Private Client Advisors in closing new business and will provide high level advisory consultation to clients. Credentials / Experience: Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification) Minimum of 8 years of trust administration and estate planning experience Key attributes / competencies: Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning Initiative/proactive approach to problem solving Creative though prudent approach to providing solutions within Bank's risk/reward profile Ability / drive to "ask for the order' to close sales Good people/partner communication skills / team player Knowledge of policies, procedures, regulatory requirements High level of savvy and sophistication re: high net worth clients' concerns / issues Ability to communicate and connect with high net worth clients Key Responsibilities: Partner with PCAs to drive business development / close new Trust business in prospecting activities Proactively identify and harvest opportunities to deepen relationships within current client base Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning advice Proactively engage other specialists within US Trust to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.) Proactively identify and resolve client issues Engage in high level trust administration; oversee all administration activities Document interpretation Oversee risk management activities Identify at risk clients; proactively resolve issues / meet with at-risk clients as needed to drive retention Job Band: H4 Shift: 1st shift (United States of America) Hours Per Week: 40 Weekly Schedule: Referral Bonus Amount: 2500 --> Job Description: Description: The Sr. Trust Officer is a highly experienced, well-rounded fiduciary professional who will partner with Private Client Advisors in closing new business and will provide high level advisory consultation to clients. Credentials / Experience: Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification) Minimum of 8 years of trust administration and estate planning experience Key attributes / competencies: Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning Initiative/proactive approach to problem solving Creative though prudent approach to providing solutions within Bank's risk/reward profile Ability / drive to "ask for the order' to close sales Good people/partner communication skills / team player Knowledge of policies, procedures, regulatory requirements High level of savvy and sophistication re: high net worth clients' concerns / issues Ability to communicate and connect with high net worth clients Key Responsibilities: Partner with PCAs to drive business development / close new Trust business in prospecting activities Proactively identify and harvest opportunities to deepen relationships within current client base Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning advice Proactively engage other specialists within US Trust to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.) Proactively identify and resolve client issues Engage in high level trust administration; oversee all administration activities Document interpretation Oversee risk management activities Identify at risk clients; proactively resolve issues / meet with at-risk clients as needed to drive retention Job Band: H4 Shift: 1st shift (United States of America) Hours Per Week: 40 Weekly Schedule: Referral Bonus Amount: 2500 Job Description: Description: The Sr. Trust Officer is a highly experienced, well-rounded fiduciary professional who will partner with Private Client Advisors in closing new business and will provide high level advisory consultation to clients. Credentials / Experience: Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification) Minimum of 8 years of trust administration and estate planning experience Key attributes / competencies: Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning Initiative/proactive approach to problem solving Creative though prudent approach to providing solutions within Bank's risk/reward profile Ability / drive to "ask for the order' to close sales Good people/partner communication skills / team player Knowledge of policies, procedures, regulatory requirements High level of savvy and sophistication re: high net worth clients' concerns / issues Ability to communicate and connect with high net worth clients Key Responsibilities: Partner with PCAs to drive business development / close new Trust business in prospecting activities Proactively identify and harvest opportunities to deepen relationships within current client base Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning advice Proactively engage other specialists within US Trust to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.) Proactively identify and resolve client issues Engage in high level trust administration; oversee all administration activities Document interpretation Oversee risk management activities Identify at risk clients; proactively resolve issues / meet with at-risk clients as needed to drive retention Shift: 1st shift (United States of America) Hours Per Week: 40
Job Description: Job Description The Sr. Trust Officer is a highly experienced, well-rounded fiduciary professional who will partner with Private Client Advisors in closing new business and will provide high level advisory consultation to clients. Key Responsibilities Partner with PCAs to drive business development / close new Trust business in prospecting activities Proactively identify and harvest opportunities to deepen relationships within current client base Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning advice Proactively engage other specialists within Private Bank to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.) Proactively identify and resolve client issues Engage in high level trust administration; oversee all administration activities Document interpretation Oversee risk management activities Identify at risk clients; proactively resolve issues / meet with at-risk clients as needed to drive retention Requirements Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification) Minimum of 8 years of trust administration and estate planning experience Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning Initiative/proactive approach to problem solving Creative though prudent approach to providing solutions within Bank's risk/reward profile Ability / drive to 'ask for the order' to close sales Good people/partner communication skills / team player Knowledge of policies, procedures, regulatory requirements High level of savvy and sophistication re: high net worth clients' concerns / issues Ability to communicate and connect with high net worth clients Job Band: H4 Shift: 1st shift (United States of America) Hours Per Week: 40 Weekly Schedule: Referral Bonus Amount: 0 --> Job Description: Job Description The Sr. Trust Officer is a highly experienced, well-rounded fiduciary professional who will partner with Private Client Advisors in closing new business and will provide high level advisory consultation to clients. Key Responsibilities Partner with PCAs to drive business development / close new Trust business in prospecting activities Proactively identify and harvest opportunities to deepen relationships within current client base Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning advice Proactively engage other specialists within Private Bank to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.) Proactively identify and resolve client issues Engage in high level trust administration; oversee all administration activities Document interpretation Oversee risk management activities Identify at risk clients; proactively resolve issues / meet with at-risk clients as needed to drive retention Requirements Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification) Minimum of 8 years of trust administration and estate planning experience Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning Initiative/proactive approach to problem solving Creative though prudent approach to providing solutions within Bank's risk/reward profile Ability / drive to 'ask for the order' to close sales Good people/partner communication skills / team player Knowledge of policies, procedures, regulatory requirements High level of savvy and sophistication re: high net worth clients' concerns / issues Ability to communicate and connect with high net worth clients Job Band: H4 Shift: 1st shift (United States of America) Hours Per Week: 40 Weekly Schedule: Referral Bonus Amount: 0 Job Description: Job Description The Sr. Trust Officer is a highly experienced, well-rounded fiduciary professional who will partner with Private Client Advisors in closing new business and will provide high level advisory consultation to clients. Key Responsibilities Partner with PCAs to drive business development / close new Trust business in prospecting activities Proactively identify and harvest opportunities to deepen relationships within current client base Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning advice Proactively engage other specialists within Private Bank to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.) Proactively identify and resolve client issues Engage in high level trust administration; oversee all administration activities Document interpretation Oversee risk management activities Identify at risk clients; proactively resolve issues / meet with at-risk clients as needed to drive retention Requirements Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification) Minimum of 8 years of trust administration and estate planning experience Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning Initiative/proactive approach to problem solving Creative though prudent approach to providing solutions within Bank's risk/reward profile Ability / drive to 'ask for the order' to close sales Good people/partner communication skills / team player Knowledge of policies, procedures, regulatory requirements High level of savvy and sophistication re: high net worth clients' concerns / issues Ability to communicate and connect with high net worth clients Shift: 1st shift (United States of America) Hours Per Week: 40
09/16/2021
Full time
Job Description: Job Description The Sr. Trust Officer is a highly experienced, well-rounded fiduciary professional who will partner with Private Client Advisors in closing new business and will provide high level advisory consultation to clients. Key Responsibilities Partner with PCAs to drive business development / close new Trust business in prospecting activities Proactively identify and harvest opportunities to deepen relationships within current client base Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning advice Proactively engage other specialists within Private Bank to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.) Proactively identify and resolve client issues Engage in high level trust administration; oversee all administration activities Document interpretation Oversee risk management activities Identify at risk clients; proactively resolve issues / meet with at-risk clients as needed to drive retention Requirements Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification) Minimum of 8 years of trust administration and estate planning experience Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning Initiative/proactive approach to problem solving Creative though prudent approach to providing solutions within Bank's risk/reward profile Ability / drive to 'ask for the order' to close sales Good people/partner communication skills / team player Knowledge of policies, procedures, regulatory requirements High level of savvy and sophistication re: high net worth clients' concerns / issues Ability to communicate and connect with high net worth clients Job Band: H4 Shift: 1st shift (United States of America) Hours Per Week: 40 Weekly Schedule: Referral Bonus Amount: 0 --> Job Description: Job Description The Sr. Trust Officer is a highly experienced, well-rounded fiduciary professional who will partner with Private Client Advisors in closing new business and will provide high level advisory consultation to clients. Key Responsibilities Partner with PCAs to drive business development / close new Trust business in prospecting activities Proactively identify and harvest opportunities to deepen relationships within current client base Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning advice Proactively engage other specialists within Private Bank to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.) Proactively identify and resolve client issues Engage in high level trust administration; oversee all administration activities Document interpretation Oversee risk management activities Identify at risk clients; proactively resolve issues / meet with at-risk clients as needed to drive retention Requirements Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification) Minimum of 8 years of trust administration and estate planning experience Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning Initiative/proactive approach to problem solving Creative though prudent approach to providing solutions within Bank's risk/reward profile Ability / drive to 'ask for the order' to close sales Good people/partner communication skills / team player Knowledge of policies, procedures, regulatory requirements High level of savvy and sophistication re: high net worth clients' concerns / issues Ability to communicate and connect with high net worth clients Job Band: H4 Shift: 1st shift (United States of America) Hours Per Week: 40 Weekly Schedule: Referral Bonus Amount: 0 Job Description: Job Description The Sr. Trust Officer is a highly experienced, well-rounded fiduciary professional who will partner with Private Client Advisors in closing new business and will provide high level advisory consultation to clients. Key Responsibilities Partner with PCAs to drive business development / close new Trust business in prospecting activities Proactively identify and harvest opportunities to deepen relationships within current client base Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning advice Proactively engage other specialists within Private Bank to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.) Proactively identify and resolve client issues Engage in high level trust administration; oversee all administration activities Document interpretation Oversee risk management activities Identify at risk clients; proactively resolve issues / meet with at-risk clients as needed to drive retention Requirements Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification) Minimum of 8 years of trust administration and estate planning experience Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning Initiative/proactive approach to problem solving Creative though prudent approach to providing solutions within Bank's risk/reward profile Ability / drive to 'ask for the order' to close sales Good people/partner communication skills / team player Knowledge of policies, procedures, regulatory requirements High level of savvy and sophistication re: high net worth clients' concerns / issues Ability to communicate and connect with high net worth clients Shift: 1st shift (United States of America) Hours Per Week: 40
Job Description: Senior Trust Officer Private Bank Job Description The Sr. Trust Officer is a highly experienced, well-rounded fiduciary professional who will partner with Private Client Advisors in closing new business and will provide high level advisory consultation to clients. Key Responsibilities Partner with PCAs to drive business development / close new Trust business in prospecting activities Proactively identify and harvest opportunities to deepen relationships within current client base Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning advice Proactively engage other specialists within Private Bank to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.) Proactively identify and resolve client issues Engage in high level trust administration; oversee all administration activities Document interpretation Oversee risk management activities Identify at risk clients; proactively resolve issues / meet with at-risk clients as needed to drive retention Requirements Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification) Minimum of 8 years of trust administration and estate planning experience Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning Initiative/proactive approach to problem solving Creative though prudent approach to providing solutions within Bank's risk/reward profile Ability / drive to "ask for the order" to close sales Good people/partner communication skills / team player Knowledge of policies, procedures, regulatory requirements High level of savvy and sophistication re: high net worth clients' concerns / issues Ability to communicate and connect with high net worth clients Enterprise Description The Senior Trust Officer (STO) maintains a trust book and is a seasoned Trust Officer in the market. STO works closely with local Private Bank teams to achieve strategic objectives of PWM market overall. The STOs primary responsibility is the administration and business development of the IM&T book. The STO will have a complex book of business and will be expected to deepen his or her relationships through estate and financial planning. STO leads, and is accountable for, trust product sales and working with MTE, MTTL or TTL to assure trust product awareness and education of clients and Private Bank associates in market. Responsible for the STO books management of fiduciary risks and trust policy adherence. Well-respected internally and externally with proven ability to partner effectively. Job Band: H4 Shift: 1st shift (United States of America) Hours Per Week: 40 Weekly Schedule: Referral Bonus Amount: 0 --> Job Description: Senior Trust Officer Private Bank Job Description The Sr. Trust Officer is a highly experienced, well-rounded fiduciary professional who will partner with Private Client Advisors in closing new business and will provide high level advisory consultation to clients. Key Responsibilities Partner with PCAs to drive business development / close new Trust business in prospecting activities Proactively identify and harvest opportunities to deepen relationships within current client base Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning advice Proactively engage other specialists within Private Bank to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.) Proactively identify and resolve client issues Engage in high level trust administration; oversee all administration activities Document interpretation Oversee risk management activities Identify at risk clients; proactively resolve issues / meet with at-risk clients as needed to drive retention Requirements Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification) Minimum of 8 years of trust administration and estate planning experience Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning Initiative/proactive approach to problem solving Creative though prudent approach to providing solutions within Bank's risk/reward profile Ability / drive to "ask for the order" to close sales Good people/partner communication skills / team player Knowledge of policies, procedures, regulatory requirements High level of savvy and sophistication re: high net worth clients' concerns / issues Ability to communicate and connect with high net worth clients Enterprise Description The Senior Trust Officer (STO) maintains a trust book and is a seasoned Trust Officer in the market. STO works closely with local Private Bank teams to achieve strategic objectives of PWM market overall. The STOs primary responsibility is the administration and business development of the IM&T book. The STO will have a complex book of business and will be expected to deepen his or her relationships through estate and financial planning. STO leads, and is accountable for, trust product sales and working with MTE, MTTL or TTL to assure trust product awareness and education of clients and Private Bank associates in market. Responsible for the STO books management of fiduciary risks and trust policy adherence. Well-respected internally and externally with proven ability to partner effectively. Job Band: H4 Shift: 1st shift (United States of America) Hours Per Week: 40 Weekly Schedule: Referral Bonus Amount: 0 Job Description: Senior Trust Officer Private Bank Job Description The Sr. Trust Officer is a highly experienced, well-rounded fiduciary professional who will partner with Private Client Advisors in closing new business and will provide high level advisory consultation to clients. Key Responsibilities Partner with PCAs to drive business development / close new Trust business in prospecting activities Proactively identify and harvest opportunities to deepen relationships within current client base Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning advice Proactively engage other specialists within Private Bank to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.) Proactively identify and resolve client issues Engage in high level trust administration; oversee all administration activities Document interpretation Oversee risk management activities Identify at risk clients; proactively resolve issues / meet with at-risk clients as needed to drive retention Requirements Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification) Minimum of 8 years of trust administration and estate planning experience Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning Initiative/proactive approach to problem solving Creative though prudent approach to providing solutions within Bank's risk/reward profile Ability / drive to "ask for the order" to close sales Good people/partner communication skills / team player Knowledge of policies, procedures, regulatory requirements High level of savvy and sophistication re: high net worth clients' concerns / issues Ability to communicate and connect with high net worth clients Enterprise Description The Senior Trust Officer (STO) maintains a trust book and is a seasoned Trust Officer in the market. STO works closely with local Private Bank teams to achieve strategic objectives of PWM market overall. The STOs primary responsibility is the administration and business development of the IM&T book. The STO will have a complex book of business and will be expected to deepen his or her relationships through estate and financial planning. STO leads, and is accountable for, trust product sales and working with MTE, MTTL or TTL to assure trust product awareness and education of clients and Private Bank associates in market. Responsible for the STO books management of fiduciary risks and trust policy adherence. Well-respected internally and externally with proven ability to partner effectively. Shift: 1st shift (United States of America) Hours Per Week: 40
09/16/2021
Full time
Job Description: Senior Trust Officer Private Bank Job Description The Sr. Trust Officer is a highly experienced, well-rounded fiduciary professional who will partner with Private Client Advisors in closing new business and will provide high level advisory consultation to clients. Key Responsibilities Partner with PCAs to drive business development / close new Trust business in prospecting activities Proactively identify and harvest opportunities to deepen relationships within current client base Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning advice Proactively engage other specialists within Private Bank to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.) Proactively identify and resolve client issues Engage in high level trust administration; oversee all administration activities Document interpretation Oversee risk management activities Identify at risk clients; proactively resolve issues / meet with at-risk clients as needed to drive retention Requirements Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification) Minimum of 8 years of trust administration and estate planning experience Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning Initiative/proactive approach to problem solving Creative though prudent approach to providing solutions within Bank's risk/reward profile Ability / drive to "ask for the order" to close sales Good people/partner communication skills / team player Knowledge of policies, procedures, regulatory requirements High level of savvy and sophistication re: high net worth clients' concerns / issues Ability to communicate and connect with high net worth clients Enterprise Description The Senior Trust Officer (STO) maintains a trust book and is a seasoned Trust Officer in the market. STO works closely with local Private Bank teams to achieve strategic objectives of PWM market overall. The STOs primary responsibility is the administration and business development of the IM&T book. The STO will have a complex book of business and will be expected to deepen his or her relationships through estate and financial planning. STO leads, and is accountable for, trust product sales and working with MTE, MTTL or TTL to assure trust product awareness and education of clients and Private Bank associates in market. Responsible for the STO books management of fiduciary risks and trust policy adherence. Well-respected internally and externally with proven ability to partner effectively. Job Band: H4 Shift: 1st shift (United States of America) Hours Per Week: 40 Weekly Schedule: Referral Bonus Amount: 0 --> Job Description: Senior Trust Officer Private Bank Job Description The Sr. Trust Officer is a highly experienced, well-rounded fiduciary professional who will partner with Private Client Advisors in closing new business and will provide high level advisory consultation to clients. Key Responsibilities Partner with PCAs to drive business development / close new Trust business in prospecting activities Proactively identify and harvest opportunities to deepen relationships within current client base Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning advice Proactively engage other specialists within Private Bank to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.) Proactively identify and resolve client issues Engage in high level trust administration; oversee all administration activities Document interpretation Oversee risk management activities Identify at risk clients; proactively resolve issues / meet with at-risk clients as needed to drive retention Requirements Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification) Minimum of 8 years of trust administration and estate planning experience Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning Initiative/proactive approach to problem solving Creative though prudent approach to providing solutions within Bank's risk/reward profile Ability / drive to "ask for the order" to close sales Good people/partner communication skills / team player Knowledge of policies, procedures, regulatory requirements High level of savvy and sophistication re: high net worth clients' concerns / issues Ability to communicate and connect with high net worth clients Enterprise Description The Senior Trust Officer (STO) maintains a trust book and is a seasoned Trust Officer in the market. STO works closely with local Private Bank teams to achieve strategic objectives of PWM market overall. The STOs primary responsibility is the administration and business development of the IM&T book. The STO will have a complex book of business and will be expected to deepen his or her relationships through estate and financial planning. STO leads, and is accountable for, trust product sales and working with MTE, MTTL or TTL to assure trust product awareness and education of clients and Private Bank associates in market. Responsible for the STO books management of fiduciary risks and trust policy adherence. Well-respected internally and externally with proven ability to partner effectively. Job Band: H4 Shift: 1st shift (United States of America) Hours Per Week: 40 Weekly Schedule: Referral Bonus Amount: 0 Job Description: Senior Trust Officer Private Bank Job Description The Sr. Trust Officer is a highly experienced, well-rounded fiduciary professional who will partner with Private Client Advisors in closing new business and will provide high level advisory consultation to clients. Key Responsibilities Partner with PCAs to drive business development / close new Trust business in prospecting activities Proactively identify and harvest opportunities to deepen relationships within current client base Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning advice Proactively engage other specialists within Private Bank to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.) Proactively identify and resolve client issues Engage in high level trust administration; oversee all administration activities Document interpretation Oversee risk management activities Identify at risk clients; proactively resolve issues / meet with at-risk clients as needed to drive retention Requirements Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification) Minimum of 8 years of trust administration and estate planning experience Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning Initiative/proactive approach to problem solving Creative though prudent approach to providing solutions within Bank's risk/reward profile Ability / drive to "ask for the order" to close sales Good people/partner communication skills / team player Knowledge of policies, procedures, regulatory requirements High level of savvy and sophistication re: high net worth clients' concerns / issues Ability to communicate and connect with high net worth clients Enterprise Description The Senior Trust Officer (STO) maintains a trust book and is a seasoned Trust Officer in the market. STO works closely with local Private Bank teams to achieve strategic objectives of PWM market overall. The STOs primary responsibility is the administration and business development of the IM&T book. The STO will have a complex book of business and will be expected to deepen his or her relationships through estate and financial planning. STO leads, and is accountable for, trust product sales and working with MTE, MTTL or TTL to assure trust product awareness and education of clients and Private Bank associates in market. Responsible for the STO books management of fiduciary risks and trust policy adherence. Well-respected internally and externally with proven ability to partner effectively. Shift: 1st shift (United States of America) Hours Per Week: 40
Job Description: Description: The Sr. Trust Officer is a highly experienced, well-rounded fiduciary professional who will partner with Private Client Advisors in closing new business and will provide high level advisory consultation to clients. Desired Credentials / Experience: •Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification) •Minimum of 8 years of trust administration and estate planning experience Key attributes / competencies: •Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning•Initiative/proactive approach to problem solving•Creative though prudent approach to providing solutions within Bank's risk/reward profile•Ability / drive to "ask for the order" to close sales•Good people/partner communication skills / team player•Knowledge of policies, procedures, regulatory requirements•High level of savvy and sophistication re: high net worth clients' concerns / issues•Ability to communicate and connect with high net worth clients Key Responsibilities Partner with PCAs to drive business development / close new Trust business in prospecting activitiesProactively identify and harvest opportunities to deepen relationships within current client baseMeet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning adviceProactively engage other specialists within US Trust to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.)Proactively identify and resolve client issuesEngage in high level trust administration; oversee all administration activities Document interpretationOversee risk management activitiesIdentify at risk clients; proactively resolve issues / meet with at-risk clients as needed to drive retention Job Band: H4 Shift: 1st shift (United States of America) Hours Per Week: 40 Weekly Schedule: Referral Bonus Amount: 0 --> Job Description: Description: The Sr. Trust Officer is a highly experienced, well-rounded fiduciary professional who will partner with Private Client Advisors in closing new business and will provide high level advisory consultation to clients. Desired Credentials / Experience: •Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification) •Minimum of 8 years of trust administration and estate planning experience Key attributes / competencies: •Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning•Initiative/proactive approach to problem solving•Creative though prudent approach to providing solutions within Bank's risk/reward profile•Ability / drive to "ask for the order" to close sales•Good people/partner communication skills / team player•Knowledge of policies, procedures, regulatory requirements•High level of savvy and sophistication re: high net worth clients' concerns / issues•Ability to communicate and connect with high net worth clients Key Responsibilities Partner with PCAs to drive business development / close new Trust business in prospecting activitiesProactively identify and harvest opportunities to deepen relationships within current client baseMeet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning adviceProactively engage other specialists within US Trust to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.)Proactively identify and resolve client issuesEngage in high level trust administration; oversee all administration activities Document interpretationOversee risk management activitiesIdentify at risk clients; proactively resolve issues / meet with at-risk clients as needed to drive retention Job Band: H4 Shift: 1st shift (United States of America) Hours Per Week: 40 Weekly Schedule: Referral Bonus Amount: 0 Job Description: Description: The Sr. Trust Officer is a highly experienced, well-rounded fiduciary professional who will partner with Private Client Advisors in closing new business and will provide high level advisory consultation to clients. Desired Credentials / Experience: •Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification) •Minimum of 8 years of trust administration and estate planning experience Key attributes / competencies: •Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning•Initiative/proactive approach to problem solving•Creative though prudent approach to providing solutions within Bank's risk/reward profile•Ability / drive to "ask for the order" to close sales•Good people/partner communication skills / team player•Knowledge of policies, procedures, regulatory requirements•High level of savvy and sophistication re: high net worth clients' concerns / issues•Ability to communicate and connect with high net worth clients Key Responsibilities Partner with PCAs to drive business development / close new Trust business in prospecting activitiesProactively identify and harvest opportunities to deepen relationships within current client baseMeet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning adviceProactively engage other specialists within US Trust to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.)Proactively identify and resolve client issuesEngage in high level trust administration; oversee all administration activities Document interpretationOversee risk management activitiesIdentify at risk clients; proactively resolve issues / meet with at-risk clients as needed to drive retention Shift: 1st shift (United States of America) Hours Per Week: 40
09/01/2021
Full time
Job Description: Description: The Sr. Trust Officer is a highly experienced, well-rounded fiduciary professional who will partner with Private Client Advisors in closing new business and will provide high level advisory consultation to clients. Desired Credentials / Experience: •Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification) •Minimum of 8 years of trust administration and estate planning experience Key attributes / competencies: •Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning•Initiative/proactive approach to problem solving•Creative though prudent approach to providing solutions within Bank's risk/reward profile•Ability / drive to "ask for the order" to close sales•Good people/partner communication skills / team player•Knowledge of policies, procedures, regulatory requirements•High level of savvy and sophistication re: high net worth clients' concerns / issues•Ability to communicate and connect with high net worth clients Key Responsibilities Partner with PCAs to drive business development / close new Trust business in prospecting activitiesProactively identify and harvest opportunities to deepen relationships within current client baseMeet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning adviceProactively engage other specialists within US Trust to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.)Proactively identify and resolve client issuesEngage in high level trust administration; oversee all administration activities Document interpretationOversee risk management activitiesIdentify at risk clients; proactively resolve issues / meet with at-risk clients as needed to drive retention Job Band: H4 Shift: 1st shift (United States of America) Hours Per Week: 40 Weekly Schedule: Referral Bonus Amount: 0 --> Job Description: Description: The Sr. Trust Officer is a highly experienced, well-rounded fiduciary professional who will partner with Private Client Advisors in closing new business and will provide high level advisory consultation to clients. Desired Credentials / Experience: •Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification) •Minimum of 8 years of trust administration and estate planning experience Key attributes / competencies: •Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning•Initiative/proactive approach to problem solving•Creative though prudent approach to providing solutions within Bank's risk/reward profile•Ability / drive to "ask for the order" to close sales•Good people/partner communication skills / team player•Knowledge of policies, procedures, regulatory requirements•High level of savvy and sophistication re: high net worth clients' concerns / issues•Ability to communicate and connect with high net worth clients Key Responsibilities Partner with PCAs to drive business development / close new Trust business in prospecting activitiesProactively identify and harvest opportunities to deepen relationships within current client baseMeet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning adviceProactively engage other specialists within US Trust to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.)Proactively identify and resolve client issuesEngage in high level trust administration; oversee all administration activities Document interpretationOversee risk management activitiesIdentify at risk clients; proactively resolve issues / meet with at-risk clients as needed to drive retention Job Band: H4 Shift: 1st shift (United States of America) Hours Per Week: 40 Weekly Schedule: Referral Bonus Amount: 0 Job Description: Description: The Sr. Trust Officer is a highly experienced, well-rounded fiduciary professional who will partner with Private Client Advisors in closing new business and will provide high level advisory consultation to clients. Desired Credentials / Experience: •Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification) •Minimum of 8 years of trust administration and estate planning experience Key attributes / competencies: •Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning•Initiative/proactive approach to problem solving•Creative though prudent approach to providing solutions within Bank's risk/reward profile•Ability / drive to "ask for the order" to close sales•Good people/partner communication skills / team player•Knowledge of policies, procedures, regulatory requirements•High level of savvy and sophistication re: high net worth clients' concerns / issues•Ability to communicate and connect with high net worth clients Key Responsibilities Partner with PCAs to drive business development / close new Trust business in prospecting activitiesProactively identify and harvest opportunities to deepen relationships within current client baseMeet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning adviceProactively engage other specialists within US Trust to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.)Proactively identify and resolve client issuesEngage in high level trust administration; oversee all administration activities Document interpretationOversee risk management activitiesIdentify at risk clients; proactively resolve issues / meet with at-risk clients as needed to drive retention Shift: 1st shift (United States of America) Hours Per Week: 40
