What are the responsibilities and job description for the Trust Officer- CBT position at Community Bank & Trust?
Job Description
Job Description
Description :
TITLE : Trust Officer
DEPARTMENT : Wealth Management / Trust
PAY GRADE & FLSA : Grade 8, Exempt
JOB SUMMARY :
The Trust Officer is responsible for business development, the management of client relationships, as well as administering assigned trust, agency and estate accounts. The Trust Officer will also work closely with the investment group to implement strategies in compliance with policies. This individual is expected to pursue and develop new relationships with clients, solicit new business from present and prospective clients, and cultivate internal and external referral sources and centers of influence.
ESSENTIAL FUNCTIONS :
- Develop new business and advise or consult with other officers on details of proposed plans.
- Represent the bank in business development activities and ongoing business activities through contacts with clients, attorneys and other centers of influence, as appropriate.
- Administer all aspects of assigned trust / investment accounts.
- Maintain knowledge of current laws and regulations regarding trust and estate administration.
- Utilize financial planning process to develop investment objectives, provide ongoing advice and guidance to clients.
- Develop a strong knowledge of bank products / services in order to refer customers to the appropriate individuals for service and best client experience.
- Develop a presence in the community to build, expand, and leverage meaningful relationships.
- Invest in establishing a referral base with CBT’s target audience : legal, accounting, finance, commercial real estate, and insurance.
- Complete all required training and comply with all company or regulatory policies, procedures and requirements that are applicable to this position.
- Foster and preserve a culture of diversity, equity, and inclusion.
- Additional duties and responsibilities may be required to support the company’s mission, vision and values.
QUALIFICATIONS :
WORKING CONDITIONS :
At Community Bank & Trust we are committed to fostering and preserving a culture of diversity, equity, and inclusion and strongly believe that it is our differences - of all kinds - that make our company and our communities better and stronger.
Community Bank & Trust is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status.
It is the policy of Community Bank & Trust to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.
Requirements :
