- Maintains contact with existing clients, beneficiaries, and referral sources on an on-going basis to identify new or additional sales opportunities.
- Represents the Bank in community organizations and activities to enhance the Banks image.
- Develops and maintains a referral network of internal and external sources for additional sales opportunities.
- Adheres strictly to compliance and operational risk controls in accordance with Bank and regulatory standards, policies and practices.
- Completes all sales activity documentation to provide a record for performance tracking and assist in targeting future sales efforts.
- Performs responsibilities related to creating and administering personal trusts, investment agency, IRA and guardianship accounts.
- Works with outside legal counsel and other professionals to help establish legal and regulatory compliance in the administration of personal trusts, investment agency, IRA and guardianship accounts.
- Functions as the primary contact person for customers regarding their personal trusts, investment agency, IRA and guardianship accounts.
- Meets with clients to ascertain their needs; also works with clients families, beneficiaries, accountants, and/or attorneys.
- May supervise a team of trust officers, administrators, or sales assistants.
- Keeps current in the areas of probate and fiduciary law; pursues professional development opportunities.
- Actively calls on high value prospects and clients of the Bank to market trust and investment management services, as well as works with centers of influence to cultivate business.
- Conducts full needs assessment with current and potential customers and provides on-going advice and counsel.
- Recommends appropriate products and services to meet needs, based on objectives, tax and estate needs, risk tolerance and proper asset allocations.
- Identifies and refers business to other areas within the Bank as appropriate.
- Provides quality service in meeting customer needs, inquiries and problems.
- The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed.
- May require work in a Midland office to ensure collaboration and support of internal and external customers.
- Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA).
- Other duties as assigned.
- Bachelor's degree, advanced degree JD or MBA preferred.
- CFP, CTFA, or CPA preferred.
- 5-10 years previous experience in financial services, preferably in a bank trust environment or, advanced designations and / or preparatory work or guidance may sometimes be assessed in lieu of experience.
- Knowledge of financial planning and estate planning techniques.
- Demonstrated success working in team environment.
- Ability to meet time constraints without constant supervision.
- Sales oriented, friendly and persuasive personality.
- Professionalism and courtesy in dealing with customers and bank employees.
- Effective communicator.
- High degree of accuracy with attention to detail required.
- Business insight
- Cultivates innovation
- Drives results
- Makes sound decisions
- Being a brand champion
- Collaborates
- Communicates effectively
- Customer focus
- Being Authentic
- Emotional Intelligence
- Self development
- Being flexible and adaptable
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Trust Officer - Tarrytown, United States - Midland States Bank
Description
Salary Range: $84,100 - $140,200
At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements.
Position Summary
The Trust Officer is responsible to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties for an assigned book of business and is expected to maintain and expand the network of centers of influence. The Trust Officer is responsible for assuring compliance with all Bank policies and procedures, as well as applicable regulations.
Primary Accountabilities
Position Qualifications
Education/Experience:
Competencies:
At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. Were proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here.
If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at
THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
Compensation details: Yearly Salary
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