This listing was posted on ApplicantPro.
Trust Officer
Location:
Bloomington, IL
Description:
First State Bank and Trust Job Title: Trust Officer Location: Monticello, Champaign, or Bloomington First State Bank and Trust is looking for a Trust Officer to join our Trust and Wealth Management team. The Trust Officer's primary responsibilities include account administration, business development and building and maintaining client relationships. Essential Job Functions: Maintain and build a continuing relationship with existing clients. Regular review and understanding of account governing documents. Timely and regular client contact. High understanding of tax reporting documents to assist customers with questions. Research and respond to client inquiries. Complete annual regulatory review of accounts. Leverage existing network of professionals, both internally and externally, to create successful new business relationships. Actively build and preserve relationships with COI's. Review trusts and wills for customers and prospects. Provide recommendations to assist in meeting their future goals. Assume responsibility for career growth and development by actively pursuing continuing education, reading and self-development to enhance skills. Regulatory exam and internal/external audit coordination Annual review of Trust Policy and Procedures, periodically updating throughout the year, as necessary. Miscellaneous duties as assigned. Job Requirements: Minimum of a bachelor's degree (preferably in finance, accounting, or business) or equivalent related work experience required. CTFA, CFP and/or CFA designations, or the willingness to achieve a designation preferred Requires excellent organization and communication skills, both verbal and written. Must be able to work well under pressure and prioritize to meet deadlines. Must be detail-oriented and have the ability to effectively multi-task. Advanced knowledge of investment products. Proficient with Microsoft Word, Excel and PowerPoint Ability to collaborate effectively with others Provide exceptional customer service (both internal and external). Maintain confidentiality of all customer information. Respond positively to feedback and redirection Fully utilize the systems, tools, training, and resources provided to exceed within the position. Strong desire to learn and understand all aspects of the wealth management department. Professional representation of First State in the community. About Us: First State Bank and Trust is headquartered in Monticello, IL . We are unique because we are 100% Employee-Owned. We pride ourselves on recruiting talented employees and providing fast, efficient service. Management decisions are made locally, meaning we set banking policies and philosophies to suit the needs of the communities we serve. We are a community bank that has served its customer's for over 100 years. We have locations in Monticello, Champaign, Bloomington, Heyworth, Tuscola, Atwood, and Hammond. Equal Opportunity Employer. Member FDIC. Equal Housing Lender.
Company:
First State Bank And Trust
Posted:
December 26 2023 on ApplicantPro
Visit Our Partner Website
This listing was posted on another website. Click here to open: Go to ApplicantPro
Important Safety Tips
- Always meet the employer in person.
- Avoid sharing sensitive personal and financial information.
- Avoid employment offers that require a deposit or investment.
To learn more, visit the Safety Center or click here to report this listing.
More About this Listing: Trust Officer
Trust Officer is a Sales Trust Officer Job at First State Bank and Trust located in Bloomington IL. Find other listings like Trust Officer by searching Oodle for Sales Trust Officer Jobs.
Trust Officer is a Sales Trust Officer Job at First State Bank and Trust located in Bloomington IL. Find other listings like Trust Officer by searching Oodle for Sales Trust Officer Jobs.