14352340
Located in Medford, OR
Pay: 64-90k
Job Full Description
We are actively looking for a Trust Officer for a wonderful Trust and Wealth Management office in Medford. Come work with some of the best people in the industry! Great company, great people and a great environment.
JOB SUMMARY
Establish and maintain trust accounts for financial institution clients. Responsible for the administration of accounts. Responsible for business development and relationship management.
ESSENTIAL FUNCTIONS
- Administer trusts, estates, agency accounts, and conservatorships in accordance with terms specified in the governing document and applicable law
- Confer with principals, beneficiaries and others regarding trust matters and determine necessary actions to ensure effective administration of those accounts
- Develop new business and confer with potential customers
- Work with the Investment Principal/Consultant reviewing assets and supplying information necessary for the Investment Principal/Consultant to make recommendations regarding investment of trust assets. Prepare annual account reviews.
- Represent the bank in business activities and build a referral network
- Cultivate and maintain relationships with attorneys, CPAs, and other influencers in the community
- Supervise a team of support staff and oversee their career development.
- Be knowledgeable of bank compliance rules and adhere to Federal and State banking regulations relating to this position
- Follow all Bank compliance policies and procedures relating to this position
- Other duties as assigned to meet client and departmental needs
BENEFITS
- Paid Vacation and Sick Leave
- 11 Paid Holidays
- Health, Vision and Dental insurance options
- Bank Paid Life, AD&D, and Long-Term Disability Insurance
- 401K and Profit-Sharing Plans
- Eligibility to participate in Section 125 Flexible Spending Plans
- Fitness Club Reimbursement
JOB SPECIFICATIONS (Applicant must qualify under the following specifications)
- Experience: A background that enables understanding and interpretation of Trust documents, tax information, probate and fiduciary laws and practices. Other applicable experience will be considered
- Education: B.A. or B.S. is preferred.
- CTFA designation preferred but may be obtained on the job
REQUIRED SKILLS
- Academic background and experience in the trust and/or wealth management area
- Ability to apply applicable regulations regarding trust and bank policies
- Understanding of complex legal, tax, investment, and regulatory issues
- Strong communication and analytical skills
- Ability to train and supervise staff
- Ability to work with others in a cooperative manner that supports a team environment
- Ability to tolerate stress
- Ability to travel to other departments and locations as needed.
Medford, OR
1951
3523 Arrowhead Drive
Suite 100
Medford, OR 97504
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