What are the responsibilities and job description for the Personal Trust Officer position at Exchange Bank?
In this role you will:
- Administer a complex case load to ensure the documents and transactions applied are in compliance with the applicable contract terms, laws and department policy.
- Perform annual oversight of trust tax reporting.
- Assist with the development of business in the market you serve.
- Develop and maintain a thorough understanding of client needs and make cross-referrals to appropriate Bank resources.
- Manage estate settlements including direct contact with beneficiaries; collection and inventory of assets and personal belongings; arrangement of tax, legal and other professional services.
To be successful in the role you will possess the following:
- Trust, legal or accounting experience (corporate trustee preferred)
- Knowledge of estate planning concepts
- The ability to network and have a strong connection to the community you serve
- Strong relationship building/networking skills that gains trust and confidence
- Solid problem solving abilities
- Outstanding verbal and written communication skills
- Flexibility & ability to work in an environment that is continually evolving
- Knowledge of investments/tax/real estate
We are looking for someone who has at least five years of related experience in trust administration, estate planning and/or finance. Preferably you will have a Bachelors Degree and Certified Trust and Financial Advisor (CTFA) designation.
Compensation
The hiring range for this position is $120,000 to $200,000. The salary offered will fall within this range commensurate with the candidate's applicable experience, education, and skills.
Who We Are
Established in 1890, Exchange Bank is one of the most unique community banks in the United States because of our history, ownership and legacy. Our employees enjoy a work environment that values a work/family balance, encourages community involvement and provides a competitive compensation and benefit package.
Our Mission - From generation to generation, we invest in people, business and community to build a strong future.
Our Core Values - Commitment, Respect, Integrity, Teamwork
Salary : $120,000 - $200,000