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Trust Officer II - Huntington
Trust Officer II - HuntingtonCity National Bank of WV • Huntington, WV, US
Trust Officer II - Huntington

Trust Officer II - Huntington

City National Bank of WV • Huntington, WV, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Equal Opportunity Employer

Job Title : Trust Officer II

Location : Huntington

Job Type : Exempt

Summary Description

Manages trust services for assigned region.

Essential Functions

  • Administers account relationships for assigned region
  • Accesses, inputs and retrieves client account information utilizing trust accounting system
  • Engages in substantial contact with trust clients, new business prospects, professionals and other bank representatives
  • Prepares and participates in proactive client meetings regarding account administration and client needs
  • Meets with existing and prospective customers to review and assess financial objectives
  • Asset allocation of client portfolios
  • Responsible for business development activities in assigned region
  • Participates in various community relations related activities in assigned region
  • Provides operational support to trust operations department
  • May manage administrative assistant
  • Adheres to all regulatory compliance policies and procedures
  • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

Position Requirements

  • Bachelor’s degree in related field
  • Familiarity with a broad range of trust services including personal trust, investment management, estate administration and investment strategies.
  • Minimum of three to five years' experience in trust and estate administration or relevant experience
  • Work is generally performed indoors in environmentally controlled conditions
  • Typically, the employee may sit to perform the work. However, there may be some standing, walking, bending and carrying of light items in the course of the work
  • Critical Skills / Expertise

  • Experience with tax and regulatory issues preferred
  • Strong attention to detail and ability to multi-task
  • Computer proficiency : Word, Excel, Access, Accounting software
  • Professional image and excellent communication skills
  • Self-motivated and ability to work independently
  • Create a job alert for this search

    Trust Officer • Huntington, WV, US

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