What are the responsibilities and job description for the TRUST OFFICER position at Lewis James Professional?

Trust Officer

Lewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking a Trust Officer for a direct hire opportunity with a financial services client.

Responsibilities :

Schedule proactive meetings with customers, prospective customers and Centers of Influence (COIs).
Track and report on calls and pipeline details.
Participate in bank-sponsored events designed to strengthen customer relationships and networks.
Grow and maintain customer relationships by identifying banking opportunities, strategizing proactive business development activities, cultivating referral networks, and focusing on viable target markets.
Maintain business relationships with customers, attorneys, and beneficiaries relating to the management of trust accounts.
Analyzes the needs of existing and potential customers considering account profitability and other related factors to market the appropriate bank products / services.
Prepares trust and business development presentations, and writes proposals for presentations to management, bank customers, potential clients, or governmental entities.
Administers highly complex trust and other fiduciary accounts and ensures compliance with enabling documents, department policies and procedures, applicable regulations, statutes and legal precedents.
Directs and coordinates the compilation of information required for fiduciary account management, making recommendations.
Oversees tax planning and tax preparation.
Assists with business development plans for policies and procedures.
Assists with preparation of financial and regulatory reports required by law and the Board of Directors.

Qualifications :

Bachelors degree in business, economics, accounting or finance required plus six years advanced trust officer experience required.

Client relationship management experience.

Familiarity with legal terminology and working knowledge of sound fiduciary principles required.

Ability to analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations.

Proven experience writing reports, business correspondence and procedure manuals.

Skilled in effectively presenting information and responding to questions from groups, management, clients, attorneys, and accountants.

Understanding of mathematical principles such as probability and statistical inference.

Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

Ability to define problems, collect data, establish facts, and draw valid conclusions.

Proficiency in interpreting an extensive variety of technical instructions in mathematical or diagram form and dealing with several variables.

Preferred : Law degree, eight years related experience of which six will be advanced trust officer experience; or equivalent combination of education / training and experience. Marketing experience, professional trust certification; supervisory / lead experience and experience managing involved processes.

For immediate consideration, please click Apply and use Job Code BHJOB11837_4181. You may also send a copy of your resume to : resumes@lewisjamesprofessional.com and enter only the following job code in the subject line : BHJOB11837_4181. Lewis James Professional is an Equal Opportunity Employer. M / F / D / V

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