Senior Trust Officer - Private Bank

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• →Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews
• →Supports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenance
• →Engages with clients and prospects to build and transfer wealth tailored to their unique goals, while delivering a high-quality experience
• → Ensures compliance with regulatory and legal requirements related to client accounts and portfolios
• →Identifies and develops new business opportunities by pursuing new or expanded relationships with existing clients and prospects

• Minimum of five years of trust administration and estate planning experience
• Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning
• Knowledge of and adherence to compliance with policies, procedures, regulatory, and legal requirements related to client accounts and portfolios
• Ability to identify and develop new business opportunities by pursuing new or expanded relationships with existing clients and prospects
• Demonstrates initiative and a proactive approach to problem solving
• Creative though prudent approach to providing solutions within the bank’s risk/reward profile
• Proven ability to confidently close sales and meet or exceed revenue targets
• Has good people/partner communication skills and is a team player
• Displays a high level of savvy and sophistication regarding high-net-worth clients’ concerns / issues
• Ability to communicate and connect with high-net-worth clients

• Fiduciary professional with CTFA, CFP, AEP, JD, and/or CPA
• Bachelor’s Degree or equivalent business experience in High-Net-Worth Trust environment​

• Business Development
• Client Management
• Customer and Client Focus
• Risk Management
• Wealth Planning
• Client Experience Branding
• Client Solutions Advisory
• Decision Making
• Presentation Skills
• Process Management
• Attention to Detail
• Critical Thinking
• Financial Analysis
• Planning
• Prospecting