- Ensure trust documents are carried out in accordance with the Grantors intent.
- Ensures that trust accounts comply with all applicable laws and regulations.
- Maintain a contact plan for client meetings, including scheduling client meetings.
- Resolution of any client issues/request with goals to maintain high service standards
- Serve as a primary point of contact for or back up contact for existing and new clients.
- May assist client's with managing their financial resources as required including bill paying, asset titling, asset liquidation, insurance coverage and insurance claims.
- Works with legal representation to administer estates and the probate process.
- Works one on one with clients to develop and manage short term and long-term financial plans
- Serve as part of the team presenting services to prospects or centers of influences.
- Develop new and additional business from existing clients.
- Provide documents review services including counseling individual on estate and tax planning.
- May provide assistance to clients in the selection of care facilities and care providers.
- Prepare new account open documents and updates existing client documents as required.
- Support the bank branch staff in responding to questions on various estate planning documents.
- Desire and willingness to work in a collaborative, flexible and team-oriented work environment
- Effective inter-personal communication skills
- Proven critical thinking and problem-solving skills
- Strong working knowledge using the Microsoft Office suite platform
- Displays professional and courteous behavior in all situations
- Strong attention to detail, prioritization skills and completion of projects
- Ability to empathize and work effectively with clients and families under stressful circumstances
- Ability to develop and maintain long term client relationships
- Bachelor's degree in finance, or related field or equivalent experience
- Minimum Three years' experience in delivering financial services, investments, or insurance
- Experience with estate planning documents
- Experience with financial institution policies and procedure.
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Port Charlotte, Florida, United States1 week ago
Trust Officer - Port Charlotte - Crews Banking Group
Description
Are you looking for a place to use your communication skills to build long term client relationships? Are you a professional with experience in estate planning documents? Do you work effectively with clients and families under stressful circumstances?We would like to learn more about you.
Crews Bank & Trust is seeking a Trust Officer for our Trust & Wealth Management division to work in the Venice/Port Charlotte and the Fort Myers market areas.
This individual is responsible for the fiduciary duties when the bank acts as trustee, representative of an estate, guardian of assets, or an agent.
Serves as the primary contact for Trust clients; creates and manages financial plans for clients; and works with clients to meet their financial goals as part of a team approach.
RequirementsOversee the administration of customer relationship activities following financial institution policies and state laws.
Includes:
Maintain a reasonable knowledge of the Bank Secrecy Act and Anti-Money Laundering Policies and regulatory requirements that are specific to the department.
Minimum Skills and Background :
Education and Experience :
All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with a disability.
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Trust Officer
Only for registered members Port Charlotte, FL
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Trust Officer
Only for registered members Port Charlotte, FL
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Senior Construction Inspector
Only for registered members Port Charlotte
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Senior Construction Inspector
Only for registered members Port Charlotte
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Senior Construction Inspector
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Senior Construction Inspector
Only for registered members Port Charlotte
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Senior Construction Inspector
Only for registered members Port Charlotte
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Senior Construction Inspector
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Clinical Team Leader
Only for registered members Port Charlotte
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Dental Office Assistant
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Hearing Aid Specialists and Apprentices
Full time Only for registered members Port Charlotte
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Medical Assistant
Only for registered members Port Charlotte, FL
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Teller Specialist
Part time Only for registered members Port Charlotte, FL
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accountant ii - 50009017
Only for registered members Port Charlotte
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accountant ii - 50009017
Only for registered members Port Charlotte
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Funeral Director
Only for registered members Port Charlotte
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Skilled Nursing Receptionist
Full time Only for registered members Port Charlotte
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Retail Banking Officer
Only for registered members Port Charlotte, FL
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Skilled Nursing Receptionist
Only for registered members Port Charlotte
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Sales Representative
Only for registered members Port Charlotte
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Senior Construction Inspector
Only for registered members Port Charlotte, Florida, United States