What are the responsibilities and job description for the Trust Officer - New Hampshire position at Community Bank NA?
Overview
At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer wealth management, investment management, insurance and risk management, and benefit plan administration.
Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.
To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all : our employees, customers and communities.
Responsibilities
New Hampshire Trust Officer is responsible for the administration of fiduciary relationships of Nottingham Trust in New Hampshire. The individual will be a subject matter expert and provider of services to high net worth and ultra-high net worth clients. The job requires a keen attention to detail, understanding and mastery of various computer systems, and an ability to delegate and manage support staff. The Trust Officer also needs to enjoy people and be able to personally interact in a gracious, yet, when appropriate, firm manner with all trust beneficiaries and their professional advisors. The Trust Officer must be a self-starter and realize the importance of quick and accurate work to meet the various deadlines of each fiduciary relationship as well as new business efforts
The Trust Officer will be responsible for servicing and administering accounts in a fiduciary capacity in accordance with account agreements, terms of legal documents, Trust Policy, State fiduciary statutes, banking regulations, and federal / state laws. The types of accounts to be serviced may include but are not limited to : non-discretionary agency accounts; discretionary agency accounts; directed trusts; divided trusts; delegated trusts; directed and discretionary IRAs; guardianships / conservatorships; various types of trusts including revocable, irrevocable, and testamentary trusts; and estate settlement accounts. Responsibilities include, but are not limited to :
New Business Support :
This position shall support Nottingham Trust's growth objectives in the New Hampshire marketplace including :
- Meeting with potential clients, support in finalizing proposal to clients, and assisting with closing potential opportunities.
- Being available to meet future clients who are considering naming us in their estate plan.
- Represent Nottingham Trust in the professional communities in New Hampshire and adjoining regions. This may include lunches, events, speaking engagements, or sponsorships.
- Creating and maintaining relationships with key center of influence (e.g. accountants, attorneys, financial planners and other wealth management personnel) to generate new business, utilizing our software and tracking tools to record interactions and implement agreed marketing or sales plans.
- Assist in developing and refining our new business strategy for the New Hampshire marketplace, including traveling to meet key centers of influence.
- Promote Trust services to internal and external sources.
Trust Administration :
New Fiduciary Accounts :
Qualifications
Education, Training and Requirements :
Skills :
Experience :
Job Reporting Relationships :
Supervisor : New Hampshire Regional Manager - Trust
Supervises : Trust Administrator, Trust Administrative Specialist
Other Job Information
Compensation : Commensurate with experience. In addition to your competitive salary, you will be rewarded benefits including : 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!
Physical Requirements :
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.
The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.
The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.
Minimum
USD $80,000.00 / Yr.
Maximum
USD $139,633.00 / Yr.
Salary : $80,000 - $139,633
