VP, Trust Officer

Job description:

As VP, Trust Officer, your will responsibilities include:

• Relationship Manager for high-profile clients
• Manage revocable, irrevocable, IRAs, and investment management accounts exceeding $1 million AUM
• Oversee estate administration and settlement
• Generate sales by engaging with the community
• Review investments with customers.

Qualifications:

As VP, Trust Officer, your experience will include the following:

• A minimum of seven years of personal trust relationship management /administration experience.
• In-depth knowledge of estate administration
• Knowledge and understanding of investments.
• A reasonable understanding of oil & gas trust administration
• Bachelors degree required. CTFA designation preferred.

Why is This a Great Opportunity:

Our client, very stable and profitable, seeks to hire a VP, Trust Officer. This is a great company with a great reputation. For the last ten years, they have been recognized by Bank Director Magazine. This is a very customer-centric bank with low employee turnover. Our client offers a generous base salary plus profit sharing, 401(k), and stock options.

• Stability; the bank has been around a long time and plans on being around for a long time
• In addition to base salary, the trust officer is eligible for profit-sharing, 401(k), and stock options
• Low employee turnover.
• The position is open due to an upcoming internal transfer.
• Our client is large enough to offer a variety of products; they offer big-bank services without sacrificing personal relationships.