Vice President & Trust Officer

The teammate is responsible for providing high net worth clients with professional trust and related account administration services. The teammate provides the highest quality of service to every customer.

Essential Functions

• Manages the account opening and closing process and provides account administration services for trusts, guardianship accounts, fiduciary agency accounts, charitable accounts, custody accounts and investment management accounts
• Supervises a Client Support Manager (as assigned) by directing, coaching and otherwise providing quality supervision in accordance with established human resource policies and procedures in order to ensure a productive work environment
• Researches legal and/or tax issues, communicating with tax advisors, legal counsel and agencies as appropriate
• Responds to client questions regarding investments and coordinates with investment advisors as appropriate
• Coordinates family and personal care issues consistent with trust or related account instructions
• Coordinates with appraisers, agents and property managers to ensure that real estate properties are handled in accordance with Bank policies; ensures properties are maintained or sold and, when applicable, rent is collected
• Monitors trust and related account activities and cash balances
• Handles check, deposit and distribution requests in a timely and accurate fashion
• Reviews fee calculations and billing for accuracy
• Meets regularly with clients and portfolio managers to facilitate account administration and ensure the highest level of service is provided clients
• Administers account as appropriate upon the death of the client
• Responsible for meeting with prospective clients and for developing new business; establishes and/or maintains relationships with centers of influence
• Cultivate relationships with clients and prospects through regular contact, client events and Bank entertainment opportunities (during normal business hours as well as after hours), and routine follow up
• Serves as a liaison between Wealth Management, Banking Centers, and other departments as appropriate to facilitate superior client service
• Participates in Superior Service Program with Private Banking, Corporate Banking and Nonprofit Service
• Participates in committees, sub-committees, panels, and other work groups as appropriate.

Required Education, Experience and Skills

• College degree in related discipline and/or equivalent years of experience in the industry preferred
• Proven knowledge of trust administration as demonstrated by five or more years of experience serving as a trust administrator or related discipline.
• Professional designations (CTFA, CFP, CPA) or JD highly desirable; special needs trust and guardianship knowledge preferred
• Proven track record working effectively with outside centers of influence to build relationships, garner referrals and develop business
• Demonstrated knowledge of applicable laws and regulations
• Experience with trust accounting software and virtual meeting software such as WebEx and Zoom
• Prior supervisory experience preferred
• High degree of accuracy and attention to detail
• High level of ability to interpret data, problem solve, organize, and prioritize
• Excellent customer service skills, with strong emphasis placed on responsiveness
• Proven interpersonal and communication skills (written and verbal), exhibiting a high degree of professionalism
• Experience with and good working knowledge of standard computer applications, including Microsoft Word and Excel