Senior Trust Officer

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:

Shift:

Hours Per Week:

Weekly Schedule:

Referral Bonus Amount:

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:

Shift:

Hours Per Week:

Weekly Schedule:

Referral Bonus Amount:

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:

Hours Per Week: