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Trust officer • usa

Last updated: 1 day ago
Trust Officer

Trust Officer

BankWestPierre, SD, US
Full-time
To develop and utilize knowledge and skills to effectively administer Trust relationships and promote growth of the BankWest Trust Department. Effectively utilizes time to accomplish growth and prof...Show moreLast updated: 30+ days ago
  • Promoted
Trust Officer

Trust Officer

Midland States BankTarrytown, NY, US
Full-time
At Midland, we're proud to be a little different.You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting ev...Show moreLast updated: 1 day ago
Trust Officer

Trust Officer

Burke & Herbert Bank & TrustAlexandria, VA, US
Full-time
Administer trust under wills, court order or guardianships.Represent the Bank and qualify as executor for the Bank where named. Act as administrator for grantor trusts and retirement accounts.Reason...Show moreLast updated: 30+ days ago
  • Promoted
Trust Officer

Trust Officer

BOK FinancialTulsa, OK, US
Full-time
The Trust Officer is responsible for administering personal trust, custody and estate, investment agency and IRA accounts. Provides administration of assigned accounts in accordance with governing i...Show moreLast updated: 5 days ago
  • Promoted
Trust Officer

Trust Officer

GPACKenosha, WI, US
Full-time
This role is for a finance professional to service trusts and investments.This is a relationship-based role, where customers can span literal generations. This role can service private and corporate...Show moreLast updated: 3 days ago
Trust Officer

Trust Officer

Bank of TampaTampa, FL, US
Full-time
The Trust Officer will be responsible for the administration of a diverse book of fiduciary accounts, including personal trusts, estates, investment management, and agency relationships.The Trust O...Show moreLast updated: 30+ days ago
Trust Officer

Trust Officer

Woodlands BankWilliamsport, PA, US
Full-time
The Trust Officer is a client facing relationship manager for assigned accounts.The Trust Officer will use a team approach to serve clients, estate administration, approve and facilitate trust and ...Show moreLast updated: 27 days ago
  • Promoted
Trust Officer

Trust Officer

gpacColby, KS, United States
Full-time
A Trust Officer is a banking professional who services trusts and investments.This is a relationship-based role, where customers can span generations. This role can service private and corporate tru...Show moreLast updated: 1 day ago
Trust Officer

Trust Officer

Chilton TrustWilmington, DE, US
Full-time
Chilton Trust (“CTC”) is a private wealth management firm launched in 2010 by Richard L.CTC offers full-service, bespoke private wealth management services, including asset allocation a...Show moreLast updated: 30+ days ago
  • Promoted
Trust Officer

Trust Officer

United BanksharesCharleston, WV, US
Full-time
The Fiduciary Wealth Advisor's role is to serve as the relationship manager for a diverse network of clients as well as manage fiduciary accounts and relationships. These relationships may consist o...Show moreLast updated: 30+ days ago
Trust Officer

Trust Officer

Argent Financial GroupSan Antonio, TX, US
Full-time
A Trust Officer manages a portfolio of fiduciary and investment management accounts for high-net-worth clients, including multi-generational families. This role involves overseeing the administratio...Show moreLast updated: 30+ days ago
Trust Officer

Trust Officer

MRINetwork JobsLos Altos, CA, US
Full-time
Excellent opportunity for a Trust Officer in the Peninsula with a very successful regional financial institution.Administer a complex case load to ensure the documents and transactions applied are ...Show moreLast updated: 30+ days ago
Trust Officer

Trust Officer

Peak Trust CompanyAnchorage, AK, US
Full-time
We are actively seeking a driven and professional Trust Officer to become a valuable member of our team.In this role, you will assume the crucial responsibility of delivering trust and administrati...Show moreLast updated: 30+ days ago
  • Promoted
Trust Officer

Trust Officer

OsaicLas Vegas, NV, US
Full-time
Trust Officer Opportunity in Trust Services.Location(s) : Las Vegas, NV (Hybrid Office arrangement).Actual compensation offered will be determined individually, based on a number of job-related fact...Show moreLast updated: 30+ days ago
  • Promoted
Trust Officer

Trust Officer

M&T BankWilmington, DE, US
Full-time
Responsible for the administration and fiduciary management within client relationships.Administer assigned book of client trust accounts through demonstrated proficiency and sound judgment in exer...Show moreLast updated: 30+ days ago
  • Promoted
Trust Officer

Trust Officer

Northwest BankLock Haven, PA, United States
Full-time
The Trust Officer is responsible for performing a variety of duties including : account administration, growing and retaining current customer portfolios, developing new business, conducting custome...Show moreLast updated: 7 days ago
Trust Officer

Trust Officer

Executive Recruiting ConsultantsMinneapolis, MN, US
Full-time
One of the most well-respected and prestige locally-owned and operated banks in the tristate area is seeking to add a Trust Officer to their team. They are employee owned, have a history of promotin...Show moreLast updated: 30+ days ago
Trust Officer

Trust Officer

Anew RecruitingLos Gatos, CA, US
Full-time
Our client is an established and expanding wealth management firm with over $18B in assets, is seeking a Trust Officer, who will be responsible for fiduciary and client relationship management of i...Show moreLast updated: 30+ days ago
Trust Officer

Trust Officer

Torrington Savings BankWest Torrington, CT, US
Full-time
The Trust Officer plays a key role in the wealth management team by providing expert trust administration and estate planning services to high-net-worth individuals and families.This role involves ...Show moreLast updated: 30+ days ago
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Trust Officer

Trust Officer

BankWestPierre, SD, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Scope of Job :

To develop and utilize knowledge and skills to effectively administer Trust relationships and promote growth of the BankWest Trust Department.

Primary Duties :

Effectively utilizes time to accomplish growth and profit objectives for the Trust Department.

Generate new fee income.

Develops and enhances customer financial relationships through a proactive financial check- up and CRM (top-tier) program focused on both prospective and existing customers. (Documented in Connections)

Proactively contact top tier customers to ensure the attainment of retention goals; make both joint and solo business development calls on potential customers to solicit their business.

Promote BankWest products and services by identifying customer needs. Document calls and referrals in the CRM software, Connections.

Oversee and perform administration of assigned Trust accounts per external regulatory and statutory guidelines and internal policies and procedures.

Secondary Duties :

Work as a team with departmental counterparts on planning and implementing assigned projects and products.

Participate on various committees and project teams as deemed appropriate by management.

Attend, actively participate in organization, job specific training offered, and Quality Service programs.

Adhere to all applicable Policies and Procedures of BankWest organization.

Community involvement is strongly encouraged.

Other duties as assigned.

Requirements

Education :

A Bachelor's Degree in a related field.

Applicable experience and / or related certifications may be considered in lieu of degree.

Attend and complete Wealth Management & Trust Schools, earn CTFA designation.

Experience :

2 years' experience in related field.

Knowledge and Special Skills :

Knowledge of the operation and function of Trust services.

Knowledge of BankWest products and services.

Ability to work dependently and / or independently, under pressure, meet deadlines, and adjust work schedules as needed to complete job responsibilities.

Ability to organize and handle multiple responsibilities while delivering quality external and / or internal Customer Service.

Strong interpersonal skills to ensure effective communication with external and / or internal customers.

Knowledge of banking terminology and procedures.

Ability to skillfully use a variety of application software, learn computer programs, and comprehend the program output.

Adhere to Federal Privacy Standards in addition to following BankWest requirements for electronic communication and Social Engineering standards.

BankWest is a "Sales Organization" and all employees are expected to participate directly or indirectly with increasing BankWest's presence in their markets as appropriate.