What are the responsibilities and job description for the Trust Officer position at West Michigan Community Bank?
SUMMARY
Provides administrative expertise to develop and manage the Bank’s Trust and Investment Services as a profitable provider of fiduciary services and investment products. Active in department sales effort.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:
- Administers fiduciary accounts and assures fiduciary activity is conducted according to the law, applicable regulations and agreements between the parties.
- Participates in marketing trust services, selling new business and coordinating trust activity in a host bank environment.
- Coordinates investment decisions relating to fiduciary accounts consistent with client objectives and risk tolerance.
- Encourages client introductions to all financial institution service offerings when it is appropriate and suitable.
- Involvement in volunteer/community activities to increase presence and market awareness is expected.
- Follow required federal and state regulations and related internal policies and procedures
Qualifications
- Bachelors degree in finance, accounting, law or a related field.
- Advanced Certification (e.g. CTFA) is preferred.
- Minimum of 3 years experience in trust or a related field.
West Michigan Community Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible schedule
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Tuition reimbursement
- Vision insurance
Work Location: In person
