Trust Officer - Bloomington, United States - First Mid Bank & Trust

First Mid Bank & Trust Bloomington, United States

4 weeks ago

Description

Position:
Trust Officer

Location:
Bloomington, IL

Job Id:
3542

# of Openings:

1

Administers accounts where the Company acts in the capacity of personal representative of an estate, trustee under will or inter vivos trust agreement, as a court-appointed guardian of the estate, and as an agent under a custody, escrow, safekeeping, or investment management arrangement.

Responsibilities include, but are not limited to:

Where the Company is personal representative of an estate, the assigned trust officer is responsible for the following duties:

Cooperating with legal counsel as to probate the will within departmental policies and applicable state law

Identifying, collecting, securing, and appraising all assets and preparing an inventory in a timely manner

Handling assets such as real estate and closely held corporations that must be specially managed

Maintaining contact with beneficiaries concerning their interest

Cooperating with accountant to properly determine tax elections, file federal and state tax returns, and pay taxes in a timely manner

Ensuring that all estate liabilities are identified, proven, and satisfied

Ensuring that remaining assets are distributed property

Where the Company acts as trustee, the assigned trust officer is responsible for the following duties:

Administering trust in accordance with the will or trust agreement, Company policies, and state laws

Trust income is collected and properly processed and distributed or reinvested

Trust principal is properly managed, invested, and distributed

All tax reports and returns are prepared and submitted in a timely manner

Responsible for performing the statutory duties of a guardian of real and personal property in accordance with the directions of the court and concerned governmental agencies and within departmental procedures and policies

Responsible for performing all duties specified in the terms of a custodial, escrow, safekeeping, or investment management agreement.

Secures and invests customer's assets, collects and remits or reinvests income as directed

Responsible for the administration and management of certain personal trusts

Responsible for building customer satisfaction in the Company

Cross-sell other Company services with officers in charge of retail deposits, retail lending, commercial lending, and cash management

Participate as a member of various Trust committees as assigned

Represent the Company and provide leadership in key community activities and committees

Participate in professional associations; attend conventions, conferences, and seminars

Build relationships with potential referral sources

Complete required training associated with job function

Build and maintain strong customer relationships

Perform other duties as assigned

Qualifications

Education/Experience:
Bachelor's degree in Finance or Business Administration or the equivalent of five plus years of specialized training in trust services

Skills:
High level of analytical skills to conduct trust/investment account analysis and maintain account's progress in consideration of market trends, interest rates, economic conditions, and other factors

High level of interpersonal skills to interact with customers and potential customers in a professional manner

Adequate knowledge of both internal policies and procedures and the respective state and federal laws and regulations governing departmental functions to ensure performance of individual job duties within the proper control environment

First Mid Bancshares, Inc. is an Equal Opportunity/Affirmative Action employer.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification.

THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT

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