Talent.com
Trust Officer
Trust OfficerFirst American Bank • Dundee, IL, US
Trust Officer

Trust Officer

First American Bank • Dundee, IL, US
2 days ago
Job type
  • Full-time
Job description

Trust Relationship Manager

First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to meet the needs of savers, borrowers, and businesses in the 21st century. First American Bank can offer employees a level of visibility, career growth, and stability that is difficult to find in many larger corporations.

This position is responsible for primary management of trust relationships and will assume primary responsibility for client satisfaction by directing and coordinating bank resources to ensure prompt delivery of quality service.

Duties & Responsibilities :

  • Responsible for complete administration of personal trust, guardianship and estate accounts within the wealth management group.
  • Arrange and conduct client meetings, maintain regular contact with clients in accordance with established standards of service.
  • Conduct annual investment update meetings with Investment Officer, if needed.
  • Demonstrate a sense of urgency, adhere to deadlines, and effectively manage multiple projects.
  • Develop new business by recognizing and capitalizing on opportunities to enhance and expand relationships with new and existing clients, prospects and centers of influence.
  • Interact with bank partners and clients' external advisors to promote ongoing communication.
  • Serve as an active member of any committee to which assigned and attend all required meetings.
  • Provide training for Fiduciary Services Associates within the department.
  • Monitor all account activity by reviewing and responding to daily transactions, cash and overdraft reports, ticklers.
  • Maintain documentation of all client contacts including routine formal correspondence with client confirming discussions and action.
  • Assure relationship profitability by monitoring service levels, fee revenue, and the assessment of additional fees for extraordinary services rendered.
  • Perform all duties and functions in accordance with applicable policies and procedures including timely completion of all required administrative reviews, court accountings and required compliance documentation.
  • Monitor all required payments and notices, making sure that the terms and provisions of the trust agreement (accounting to beneficiaries, entitlement of assets upon reaching a particular age, etc.) are complied with.
  • Use judgment to allow or deny discretionary distribution requests in accordance with the terms of the trust and procedures of First American Bank.
  • Prepare and present discretionary distribution requests for the Fiduciary Committee when such requests exceed the discretion of the officer.
  • Review of fiduciary income tax returns for assigned accounts, preparation and distribution of necessary reports and information for outside accountants for income tax return preparation and coordination of resolution of issues with tax preparers.
  • Stay current with changes and trends in trust administration, investments and the trust and financial services industry.
  • Participate in activities and projects that enhance the group.
  • Conduct and complete additional assignments / projects as designated by management.

Qualifications :

  • Bachelor's degree required. Industry-specific designation preferred (CTFA).
  • Minimum three years in trust administration, estate planning or related field.
  • Knowledge of trust and estate administration, investments, estate planning, tax, legal, insurance, and banking products is required.
  • Demonstrated ability to use critical thinking to mitigate risk.
  • A history of academic and / or professional success with a persistent desire for professional development and a proven track record of achieving results.
  • Must be professional, comfortable speaking with external and internal contacts with a demonstrated ability to effectively tailor the message appropriately to the audience and situation.
  • Demonstrated ability to convey thoughts and ideas effectively and succinctly via written formats, including emails, letters, and electronic platforms. Maintain professional standards relating to spelling and grammar.
  • Maintain credibility through professional demeanor, appearance, and presence by modeling standards appropriate to our environment and industry.
  • Maintain good working relationships with internal partners by exhibiting exemplary interpersonal skills, adopting a constructive, solutions-focused approach.
  • Use sound professional judgment to balance the interests of the organization and customer, understanding and using available resources to mitigate risks.
  • Must have above average ability to learn and work with multiple systems.
  • High level of comfort and skills with applications including Word, Excel, CRM, wealth management and bank accounting systems.
  • This position requires regular travel by car to various locations throughout the Bank's Chicago market.
  • Typical hours are Monday through Friday 8 : 00 a.m. to 5 : 00 p.m. Additional hours may be required depending upon business need.
  • Punctuality is required to maintain First American Bank's customer service standards.
  • Create a job alert for this search

    Trust Officer • Dundee, IL, US

    Related jobs
    Agriculture Loan Officer

    Agriculture Loan Officer

    Gpac • Marengo, Illinois, United States
    Full-time
    Quick Apply
    Agriculture loan officers, or agricultural lenders, work to help farmers and rural citizens obtain funds needed to fund their operations, purchase property, and more. Ag lending is more than just co...Show more
    Last updated: 30+ days ago
    Customs and Border Protection Officer - Experienced

    Customs and Border Protection Officer - Experienced

    US Customs and Border Protection • Streamwood, IL, United States
    Full-time
    Customs and Border Protection Officer (CBPO) U.Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of h...Show more
    Last updated: 30+ days ago • Promoted
    Commercial Credit Officer

    Commercial Credit Officer

    CoVantage Credit Union • New Lenox, IL, US
    Full-time
    We are seeking a Commercial Credit Officer to join our team! This role is responsible for developing, implementing, and managing credit policies and procedures to ensure compliance, minimize risk, ...Show more
    Last updated: 30+ days ago • Promoted
    Campus Police Officer (PT)

    Campus Police Officer (PT)

    Waubonsee Community College • USA, Illinois, Sugar Grove
    Full-time +1
    Join our dynamic team at Waubonsee Community College, where your career can flourish.Be part of a transformative institution, dedicated to making a positive impact in our community and the lives of...Show more
    Last updated: 19 days ago
    Customs and Border Protection Officer

    Customs and Border Protection Officer

    U.S. Customs and Border Protection • Hebron, IL, US
    Full-time
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show more
    Last updated: 8 days ago • Promoted
    Collections Specialist

    Collections Specialist

    Evergreen Bank Group • Hinsdale, IL, US
    Full-time
    Job Title : Collections Specialist.Department : Early-Stage Collections.Reports To : Collections Team Lead, Officer.FLSA Status : Non-Exempt (Hourly). Essential Duties and Responsibilities include the f...Show more
    Last updated: 30+ days ago • Promoted
    Active Nuclear Med Officer

    Active Nuclear Med Officer

    United States Army • Sandwich, IL, United States
    Full-time
    THE ARMY HEALTH CARE ADVANTAGE As a member of the Army health care team, you’ll receive benefits that you won’t be able to get in a civilian career. Challenging Work Feel inspired with great case di...Show more
    Last updated: 15 days ago • Promoted
    Intelligence Officer

    Intelligence Officer

    Navy • Plano, IL, United States
    Full-time
    ABOUT Effective, secure communication in the cyber domain is essential to the everyday operations of military intelligence in America’s Navy. Information Professionals who oversee the seamless opera...Show more
    Last updated: 16 days ago • Promoted
    Mortgage Loan Officer

    Mortgage Loan Officer

    Tech Credit Union • Orland Park, IL, US
    Full-time
    Ready to Take Your Mortgage Career to the Next Level?.CU Mortgage Services is Hiring a Commission-Driven Mortgage Loan Officer!. Are you a motivated, results-oriented professional who thrives on com...Show more
    Last updated: 30+ days ago • Promoted
    Full Time Security Officer

    Full Time Security Officer

    Securitas • Dekalb, IL, US
    Full-time
    Focus on the core content of the job post, removing all extra metadata, navigation mentions, and redundant headers.Keep the formatting beautiful and high signal to noise ratio.Show more
    Last updated: 30+ days ago • Promoted
    Mortgage Broker Loan Officer

    Mortgage Broker Loan Officer

    Epic Mortgage • Brookfield, IL, US
    Full-time
    Job Title : Mortgage Broker Loan Officer — Epic Mortgage Inc.Location : Remote | Status : Full-Time | Commission-Based.Are you the type of person who doesn’t wait for opportunity — y...Show more
    Last updated: 30+ days ago • Promoted
    Police Officer - Certified Eligible

    Police Officer - Certified Eligible

    Government Jobs • Saint Charles, IL, US
    Part-time
    Charles Police Department strives to hire highly skilled, competent, dedicated, customer-oriented staff who pride themselves on performing their duties to the highest level of excellence.Accepting ...Show more
    Last updated: 30+ days ago • Promoted
    Campus Safety Officer (PT)

    Campus Safety Officer (PT)

    Waubonsee Community College • USA, Illinois, Sugar Grove
    Part-time
    Join our dynamic team at Waubonsee Community College, where your career can flourish.Be part of a transformative institution, dedicated to making a positive impact in our community and the lives of...Show more
    Last updated: 30+ days ago
    Foster Care Case Aid : EVENINGS & WEEKENDS

    Foster Care Case Aid : EVENINGS & WEEKENDS

    Youth Service Bureau of Illinois Valley • Aurora, IL, US
    Full-time +1
    Do you want to make a difference in a child's life? Join our team!.MUST BE ABLE TO WORK EVENINGS AND WEEKENDS.Contacts parents and / or foster parents regarding appointments and visits and contac...Show more
    Last updated: 24 days ago • Promoted
    Customs and Border Protection Officer - Experienced (GS9)

    Customs and Border Protection Officer - Experienced (GS9)

    U.S. Customs and Border Protection • Marengo, IL, US
    Full-time
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show more
    Last updated: 8 days ago • Promoted
    Customs and Border Protection Officer - Experienced

    Customs and Border Protection Officer - Experienced

    Customs and Border Protection • Bartlett, IL, United States
    Full-time
    Customs and Border Protection Officer (CBPO).Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of high...Show more
    Last updated: 30+ days ago • Promoted
    Commercial Loan Officer

    Commercial Loan Officer

    Gpac • Naperville, Illinois, United States
    Full-time
    Quick Apply
    Commercial Loan Officer – Community Bank Expansion.Join a well-capitalized, growth-focused.C&I, CRE, and SBA relationships. Build your own portfolio—no legacy book to inherit.Competi...Show more
    Last updated: 30+ days ago
    Correctional Officer

    Correctional Officer

    TradeJobsWorkForce • 60545 Plano, IL, US
    Full-time
    Correctional Officer Job Duties : Supervision of inmates and inmate activity in detention facilities.P...Show more
    Last updated: 30+ days ago • Promoted
    Customs and Border Protection Officer - Entry Level

    Customs and Border Protection Officer - Entry Level

    Customs and Border Protection • Warrenville, IL, United States
    Full-time
    Customs and Border Protection Officer (CBPO).Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of high...Show more
    Last updated: 30+ days ago • Promoted
    OCJ - Court Specialist

    OCJ - Court Specialist

    Circuit Court of Cook County, Illinois • Cook County, IL, US
    Full-time
    Quick Apply
    COURT REPORTING SERVICES STATE OF ILLINOIS CIRCUIT COURT OF COOK COUNTY JOB TITLE : .COURT SPECIALIST UNION : &...Show more
    Last updated: 30+ days ago