VP of Trust & Fiduciary

VP Of Trust & Fiduciary

Develops new trust accounts, services existing trust accounts, and performs daily functions for accounts under responsibility. Partners with third party money managers to purchase and sell various investment instruments on behalf of customers.

Duties / Responsibilities :

• Develops new Trust business concentrating on both additional trust assets and income.
• Provides advice in areas of personal trust, estate and tax planning, private banking, and investments.
• Serves as the primary point of contact for customers for any of their financial services needs. Coordinates planning efforts with attorneys, accountants, CLUs, other trust personnel, and clients.
• Services existing trust accounts by communicating with grantors and beneficiaries to determine that trust agreements are being carried out as intended.
• Performs trust accounting functions for accounts for which he / she is administrative officer.
• Attends Trust Committee meetings. Provides account reviews, makes recommendations where necessary, and carries out plans as set forth by the Trust Committee.
• Adheres to and maintains knowledge of trust written policies and procedures.
• Is actively involved with the community, networking to identify new business development opportunities.
• Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations, and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion.
• Performs other related duties as required.

Skills : Required :

Professionalism : Advanced

Interpersonal : Advanced

Preferred :

Microsoft Office Suite : Intermediate

Organization : Intermediate

Behaviors : Preferred :

Dedicated : Devoted to a task or purpose with loyalty or integrity

Loyal : Shows firm and constant support to a cause

Leader : Inspires teammates to follow them

Team Player : Works well as a member of a group

Functional Expert : Considered a thought leader on a subject

Motivations : Preferred :

Ability to Make an Impact : Inspired to perform well by the ability to contribute to the success of a project or the organization

Experience : Required :

Have current book of business and current local ties and connections within community

Excellent interpersonal and communication skills

Strong knowledge of trust products, trust accounting procedures, and investments

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.