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Trust Officer
 
RESPONSIBILITIES:
Maintain customer relationships and prepare financial planning overviews for clients
Study the capital markets
Define client objectives; design/implement portfolios; contact clients to make recommendations on changes; purchase/sell securities;
Interpret wills/trusts/other documents
Utilize sales tools/investment knowledge to increase new business for Trust and Wealth Management Department Promote goodwill/generate new business by applying interview skills when meeting customers to find best trust product(s) to fit needs; explain/promote/process bank products/services
Abide by all bank policies/procedures and applicable laws/regulations
 
REQUIREMENTS:
Bachelor’s Degree required (Economics and/or Finance preferred) and 5+ years related experience
Strong communications, analytical/mathematics, reading/writing/grammar and interpersonal relations skills
PC skills (Windows, Excel and e-mail); working knowledge of Bloomberg and trust operating system(s)
CFP/CFA preferred (bank will pay for course work/test/books)
Successful completion of trust school or equivalent preferred
Must possess willingness to attend relevant seminars/conferences