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.