Personal Trust Officer II - Lexington - Central Bank & Trust

    Central Bank & Trust
    Central Bank & Trust Lexington

    1 day ago

    Description

    Personal Trust Officer II

    Equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.

    Job Summary:

    This role advises, analyzes, supervises, and performs professional duties in Personal Trust/Estate Administration. Key responsibilities include developing new trust business integrating book of business throughout the banking network.

    Meetings are held with clients to discuss investments and investment philosophy develop strategies provide related professional guidance. Maintaining daily oversight of overdrafts/cash balances for all assigned accounts meets departmental compliance regulatory standards preparing proposals for Personal Trust accounts making presentations to prospective customers civic groups.

    Contributes streamlining departmental paper flow improving quality reports generated customers works other areas bank integrate ideas services improve generation new business services represents Bank various civic boards community activities serves on committees demonstrates knowledge complex trust personal tax strategies estate exemption guidelines reviews assigned accounts compliance Bank policies fiduciary regulations performs duties assigned benefits offered employee stock ownership plan 401k flexible benefit voluntary life insurance AD&D discounted banking EAP counseling sessions AAA membership fitness discounts vacation purchase interest-free computer loan interest-free fitness equipment service awards attendance funeral leave subsidized parking educational assistance program employee wellness Dell computer discount tickets cell phone jeans days local charities paid identity theft protection hire incentive birthday holiday wedding day appointment long term disability life insurance 2x salary


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    Personal Trust Officer II

    Only for registered members

    Advises, analyzes, supervises and performs professional duties in Personal Trust/Estate Administration. · ...

    Lexington, KY

    3 weeks ago

  • Work in company

    Personal Trust Officer II

    Only for registered members

    Equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities · JOB SUMMARY: · Advises, analyzes, supervises, and performs professional duties in Personal Trust/Estate Administration.   · LEVEL II DIFFERENTIATION: · •    Wor ...

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    Advises analyzes supervises and performs professional duties in Personal Trust Estate Administration Works with complex trust arrangements such as charitable unitrust lead trusts completion of National Trust School program or other industry recognized program such as Cannon Finan ...

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    Personal Trust Officer II

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