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Trust Officer

Farmers Bank & Trust Texarkana, TX

  • Expired: over a month ago. Applications are no longer accepted.
Job Description

Description/Job Summary

This position is responsible for a comprehensive administration of assigned Personal Trust accounts and assisting in business development for trusts, estates, IRAs, personal and other investment accounts. To be successful in this role, you must be a team player with strong customer-facing and business development skills.

Responsibilities/Duties

1. Communicates with clients and prospects to monitor the quality and delivery of service.
 
2. Retain client base by working to deliver the highest service and client contact standards.
 
3. Actively participate with the wealth management group, internal business partners, including lending and retail staff, and centers of influences to solicit referrals and build sales pipeline and cross-selling opportunities.
 
4. Reviews, approves and directs daily administrative functions in accordance with the governing document or client written requests or instructions.
 
5. Ensures that all accounts are properly administered and invested according to the trust agreement provisions and applicable federal laws and regulations.
 
6. Develop and maintain profitability by ensuring efficient and quality account administration.
 
7. Develop new account relationships through the community and professional visibility.
 
8. Maintain knowledge of trust laws, rules, and statutes of regulatory agencies.
 
9. Travel to branch locations and client meetings.
 
10. Identify and refer business to other areas within the Bank as appropriate.
 
11. Comply with all federal, state and local regulatory rules and regulations governing financial institutions, as well as all company policies and procedures.
 
12. Complete and pass all required regulatory compliance training as assigned.
 
13. Represent the Bank in community organizations and activities to enhance the Bank's image.
 
14. Perform any other related duties as required or assigned.

Required Qualifications

Broad knowledge of such fields as accounting, marketing, business administration, finance, etc. Equivalent to a four year college degree, plus 5 years related experience and/or training, and 12 to 18 months related management experience, or equivalent combination of education and experience. Five years of experience must be in Trust.  Management experience may be in either Trust project management and/or management of other staff.

Details

Must be very familiar with trust regulations and documents.  Must provide Farmers Advantage Customer Service, and set an example of same for other employees.  Will provide leadership for Trust in the market served.  

Farmers Bank & Trust

Address

Texarkana, TX
75503 USA

Industry

Legal

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