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- Sponsorship for Obtaining Professional Certifications
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- Health Savings Account
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VP, Trust Officer - Rock Springs, United States - First Western
Description
Job DescriptionJob Description
First Western is seeking an VP, Trust Officer to join our team
Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team.
As aVP, Trust Officer
at First Western, you will play a vital role in helping high-net-worth clients achieve their financial goals. You will work closely with our
Jackson
team to deliver comprehensive solutions that exceed client expectations.
If you are passionate about providing exceptional service to clients and are looking for a challenging and rewarding opportunity, we encourage you to apply for this position today.
What You Will Do:
Maintain relationships for trust accounts to develop and retain satisfied and loyal clients through adherence to client segment service standards, maintenance of the relationship, and identifying other potential bank products to help solve client needs.
Approve and direct disbursement of fiduciary funds, oversee the preparation of federal and state tax returns for trusts by bank's accounting firm, and ensure that all state and federal rules and regulations are complied with.
Be an internal and external thought leader, providing training to clients and associates on estate planning and tax matters.Administer complex trust relationships and planning activities to support the growth and development of the Profit Center's trust portfolio. Partner with the Director of Wealth Planning to create and deliver fiduciary-oriented wealth plans.
Collaborate with other teams to advise prospective, new, and existing clients with a holistic approach that encompasses all products and services of the bank and drives referrals to other business lines.
Identify and introduce new opportunities to the office via individual networking and consultative selling, as a portion of the overall annual office non-interest income fee growth goal will be assigned to the associate.
Consult with clients' attorneys, accountants, and financial planners to promote fiduciary services.Quarterback and provide sales support for new trust opportunities as appropriate. Coordinate preparation of RFP's, fiduciary sales presentations and compiling other materials as necessary. Ensure appropriate follow-up through client acceptance and new account opening, including onboarding.
Supervise, train and mentor more junior Trust Officers and Trust Associates, and assist with new associate training and onboarding.
What You Bring:
Fluency with TrustDesk and all related systems employed in trust administration.
Proficient in Microsoft Office Suite, with exceptional Excel skills.
Experience with CRM preferred.
High initiative and follow-through.
Ability to work independently and with a team.
Experience working with high net-worth individuals.
Excellent written and verbal communications skills, and ability to present to clients and prospects.
Education Level Education Details Required/Preferred
Juris Doctor (JD); CTFA also acceptable with significant relevant work experience Required
Experience Level Experience Details Required/Preferred
5-7 years Trust administration and/or experience as an attorney specializing in trust & estate planning Required
3-5 years Business development Required
What You Receive:
At First Western, we pride ourselves on our culture of innovation, teamwork, and continuous learning.
We are committed to providing our employees with the tools and resources they need to succeed, including ongoing training and development, a competitive compensation package, and a comprehensive benefits program.
Pay Range:
$74,400- $104,000/YR
Job Classification:
Full-Time Exempt
*Actual offer will be based on experience, location, education, and/or skills*- Strong Bonus Potential
Benefits
Interested in learning more and seeing how we connect? Visit us today at:
Questions? Contact us at
First Western Financial, Inc. is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive and safe environment for all employees.
We are fully committed to achieving a diverse workforce by hiring, developing, and retaining talented people from different backgrounds, experiences, abilities, and perspectives.
Individuals from all backgrounds, including non-traditional backgrounds, historically marginalized, or underrepresented groups are strongly encouraged to apply.Region C Pay Range
Pay Range
$74,400—$104,000 USD
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