Senior Trust Officer

Profile

Senior Trust Officer
The candidate will be responsible for: Develops, manages and maintains fiduciary and investment-oriented client relationships. Utilizes fiduciary knowledge and relationship building skills to exceed client expectations. Engages clients when presenting recommendations in the areas of personal trusts, investments, and retirement plan administration. Administers trust accounts of average to complicated complexity. Works alongside trust personnel to ensure policies and procedures are developed and periodically updated as needed. Develops relationships with potential clients that allow for a thorough understanding of their financial and personal needs. Engages and educates colleagues in areas of expertise to provide knowledge of products and services. Maintains flexibility and focus to ensure client needs are linked with other client providers when appropriate. Should have 5-7 years bank experience, preferably in trust. Should possess, or demonstrate the ability to acquire trust administration expertise, strong investment acumen, and excellent customer service skills. Excellent written, oral and presentation skills are required. Must have working knowledge of Microsoft Office applications and banking systems. Should have Bachelor’s degree in related field of study, preferably finance or business or related job experience. Advanced certification JD/CTFA/CFA/CFP/QKA/RPS preferred. Must have technical knowledge of investments, tax, legal and trust operations usually acquired through formal education and/or related experience.

Company info

Sign Up Now - MiamiCrossing.com