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VP - Personal Trust Officer

Charlotte, NC, USA | Bank of the Ozarks

  • Industry:
    Banking / Investment Banking
  • Position Type:
  • Functions:
    Financial Services Professional
    General Management
  • Experience:
    1-3 years
Job Description:
62 people have viewed this job

Administer personal trust accounts and generate new business through business development.

Essential Job Functions:

Responsible for the day-to-day management and administration of assigned accounts, including but not limited to estate, guardianship and irrevocable trust accounts.

Communicate daily with clients and COIs.

Participate in business development activities, which include soliciting and acquiring new fiduciary business relationships for the bank.Business development activities to include participation in civic and professional organizations.

Prepare and present internal reports including, but not limited to, administrative and investment reviews.

Correspond, communicate, and meet with clients ensuring that a high level of client service is maintained.

Travel within local market area to meet with clients and prospect for new clients.

Make effective presentations.

Establish relationships with fellow employees to maximize business development potential.

Ensure that administrative actions are consistent with bank policy and procedures.

Cultivate and maintain strong client relationships.

Supervise personal trust assistant.

Travel on company business.

Regularly exercise discretion and judgment in the performance of the other essential job functions.

Maintain good punctuality and attendance to work.

Knowledge, Skills & Abilities:

Strong computer skills

Understanding of applicable probate and trust law and investment regulations; technical knowledge of federal estate, gift and GST tax preferred.

Ability to interpret legal documents

Ability to work in a team environment

Strong customer service skills

Strong verbal and written communication skills

Excellent presentation skills

Strong organizational skills

Self-motivated with demonstrated leadership skills

Demonstrated sales and business development ability

Ability to train, supervise and development staff

Equipment Used in Job Performance/Working Environment:

Computer and related equipment

Photocopy Machine

Facsimile Machine

Major Job Demands (Physical/Mental):

Leadingby example

Decision making

Problem solving

Position Requirements:

Basic Qualifications:

Bachelor’s degree in business, finance, or accounting or equivalent combination of work experience and education

Minimum two (2) years’ experience as a personal trust administrator or other relevant experience as determined by management

Experience with high net worth planning and administration preferred

Active CTFA certification preferred

Valid driver’s license and good driving record

Ability and willingness to travel on company business

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