What are the responsibilities and job description for the Trust Officer (Full-Time) position at Central National Bank?
Lead. Empower. Build. Invest. Adapt.
If you are looking to become a part of a leading institution that is making an impact within the communities it serves, look no further! Central National Bank is looking to add a Trust Officer to the team!
Perks
As a full-time team member, you get access to a variety of benefits which include:
- Paid leave including vacation, personal, sick
- Paid holidays
- Paid volunteer time
- A wide selection of insurance products including health, dental, vision, cancer, short-time disability, long term disability, etc.
- Access to our employee assistance program
- 401K & Generous Match (subject to eligibility requirements)
Day-to-Day
In this position, you would routinely be responsible for directing and coordinating activities relative to the creation and administration of personal, corporate, probate and court-ordered relationships in accordance with the terms of the governing documents or court direction. Other day-to-day activities may include the following.
- Trust Officer will have business development goals for both trust and alternative investments. These new business goals will have targets set as annual performance measures. Officer must be able to determine best solution for needs based scenarios.
- This individual will work with existing clients, prospects and beneficiaries in the area of estate and financial planning. This will include identifying needs, providing solutions and being able to close opportunities.
- This person will be responsible for the administration of assigned fiduciary relationships. This will require the ability to analyze, review investment guidelines and administer a wide variety of relationships.
- Other duties as assigned by management.
Experience
You may be wondering what we are looking for in a candidate. Qualified candidates should have three to five years of trust and/or investment related experience. Candidates should also possess a college degree and a professional certificate or a graduate degree. Preferred certifications include CTFA, CFP and/or JD.
Next Steps
Head on over to centralnational.com/careers and complete a quick application. If your qualifications match up, a member of our HR team will be in touch with you to discuss the next steps.
Equal Opportunity Employer/Veterans/Disabled
