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Kilmarnock

    Trust Officer - Kilmarnock, United States - Blue Ridge Bank

    Blue Ridge Bank
    Blue Ridge Bank Kilmarnock, United States

    4 weeks ago

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    Description

    We seek an approachable, polished, customer focused and knowledgeable Trust Officer who has the desire to be coached and developed. The successful candidate will have a track record of enhancing customer relationships, management of Trust accounts and prospecting in a banking environment. This position reports to the Managing Director of Trust and works onsite M-F at our Kilmarnock, VA branch.

    Position Purpose:

    To develop and utilize knowledge and skills to effectively administer Trust relationships, manage a large custodial relationship and promote growth of the BRB Trust Department. This position has the opportunity for growth and development including ongoing coaching, training, and certifications.

    Responsibilities:

    • Effectively utilize time to accomplish growth and profit objectives for the Trust Department.
    • Generate new fee Incomes.
    • Develop and enhance customer financial relationships through a proactive financial check-up focused on prospective and existing customers.
    • Proactively contact customers to promote client retention.
    • Partner with other lines of business to educate internal partners about Trust Services to facilitate introductions of the Trust Officer to bank wide clients.
    • Promote Blue Ridge Bank products and services by identifying customer needs and conducting public presentations to educate the community accordingly.
    • Oversee and perform management of assigned Trust accounts.
    • Primary contact for large custodial relationship.
    • Community involvement is a fundamental aspect of the position. The candidate is expected to actively pursue board appointments to broaden the BRB Financial Group brand.
    • Assist with other duties as assigned.
    • Create value for the bank and its employees.
    • Be a good teammate.
    • Live our core values.
    Organizational Relationship:

    This position reports to the SVP, Managing Director of Trust.

    Position Administration:

    Job Code: First /Mid-Level Official & Management

    FLSA: Exempt

    Requirements

    Education and Certifications:
    • A college degree is strongly preferred.
    Skills:
    • Three (3) years of Business Development or relevant experience.
    • Experience within Banking or similar field.
    • Superior customer focus and service.
    • Strong computer skills relevant to Microsoft Office Suites (e.g., Word, Excel, Outlook, etc.).
    • Strong organizational skills and attention to detail.
    • Strong decision-making/problem resolution skills.
    • Strong analytical skills.
    • Strong verbal and written skills to effectively communicate in the English language. required.
    Abilities:
    • Ability to learn trust accounting software.
    • Ability to build and maintain relationships with accounts while providing exceptional customer service.
    • Ability to work all branch hours, onsite in our Kilmarnock branch.
    • Ability to be coached and developed, including required trainings and certifications.
    • Ability to work within a team environment.
    • Ability to read and comprehend simple instructions, short correspondence, and memos.
    • Ability to read and interpret Trust documents, procedure manuals, general business correspondence, and/or journals, or government regulations.
    • Ability to deal directly with the public, on the phone or face to face, following the Bank's Customer Service Standards.
    Preferred Qualifications:
    • Three (3) years of relevant experience.
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