Trust Officer - Hancock, United States - Superior National Bank and Trust

Description

Title

Trust Officer

About the Organization Superior National Bank approaches every day with the philosophy that we 'Grow Your Future.' Our employees are instrumental in helping us achieve that goal.

As an organization, we value the efforts of our employees as they strengthen our pillars of trust through the great work that they do.

Each member of our team plays an integral role in supporting the overall success of the organization.

We try to create a work environment that supports employee development and engagement by staffing our locations with honest, hard-working people who truly care about one another, their customers, and our community.

If this describes a culture that appeals to you, we invite you to apply to join our team.

Thank you for your interest in becoming a team member of Superior National Bank Tags Trust, Wealth, Estate EOE Statement Superior National Bank is an equal opportunity employer that does not discriminate on the basis of race, religion, national origin, ancestry, age, color, sex, gender, gender identity, gender expression, physical or mental disability, medical condition, pregnancy, military or veteran status, marital status, sexual orientation, genetic information or other characteristic protected by applicable law.

If you have a disability that impairs your ability to be considered, interviewed or tested for a position, please let us know what accommodations you may require.

Open Date 5/31/2024 Location Hancock Description


Department:
Trust & Wealth Management


Reports to:
SVP/Chief Trust & Investment Officer


Supervises:
None


Summary:
Assists Trust & Wealth Management clients with trust and estate administration. Promotes positive, long-lasting client relationships. Proactively seeks new Trust & Wealth Management business opportunities.


Major Duties & Responsibilities:

• Responsible for all aspects of trust administration, including quality checking of new account setup, annual reviews, and ongoing relationship management.
• Review and analyze new account documents.
• Regular review of all accounts to ensure proper categorization of cash (principal and income), cost basis, tax reporting, and all other aspects of each account.
• Resolve tax and other account issues.
• Anticipate client needs and advise accordingly.
• Monitor fee schedules to ensure that fees charged are in compliance with governing documents.
• Interacts with clients in defining goals and objectives, working with the Trust Investment Officer to establish the appropriate asset allocation and to review and approve portfolio changes in trust involving more complex situations and/or assets.
• Meet with clients via telephone, virtually or in-person, as required.
• Proactively seek new Trust & Wealth Management business opportunities.
• Promote additional business, generate client referrals, and deepen relationships with clients, prospects, and centers of influence.
• Work with various areas of the Bank to identify cross-selling opportunities.
• Other duties as assigned.

Education & Experience:

• Bachelor's degree in business, finance, or related field or equivalent experience required.
• CTFA and/or CFP preferred but not required.
• Three or more years of experience in a Trust & Wealth Management or banking environment preferred.
• Motivated self-starter with strong organizational and project management skills and the ability to work independently and set priorities.

Last Updated:
Full-Time/Part-Time Full-Time Number of Openings 1 Shift Days Exempt/Non-Exempt Exempt Req Number TRU Category Trust Hours per week 40

This position is currently accepting applications.

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