VP - Personal Trust Officer
Charlotte, NC, USA | Bank of the Ozarks
Industry:Banking / Investment Banking
Functions:Financial Services Professional
Job Description:52 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
Major Job Demands (Physical/Mental):
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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