What are the responsibilities and job description for the Trust Officer position at LCNB National Bank?
Position Description
Trust Officer – Dayton Market
Identifying Information:
- Department: Wealth Department
- Reports To: Josh Shapiro, Senior Vice President & Director of Trust Services
- Status: Full-time Salaried Exempt Officer
- Location: LCNB Main Office, 2 N. Broadway St. Lebanon, OH 45036
- Hours: Monday – Friday, 8 am – 5 pm
- Compensation: Base salary, commission, and annual bonus
Position Purpose:
LCNB National Bank is seeking a Trust Officer to join our Wealth Department, supporting the Dayton, Ohio market. The Trust Officer will provide personalized, high-quality wealth management and fiduciary services to LCNB Wealth clients in the Dayton area. This individual will collaborate with internal teams and engage external partners to proactively develop, strengthen, and maintain client relationships, contributing to LCNB’s overall growth in the Dayton market.
Essential Duties and Responsibilities:
- Build meaningful relationships with clients by understanding their priorities and values, and educating them about Wealth Management strategies
- Provide expert administration of assigned accounts including personal trusts, estates, managed agency accounts, and IRAs
- Research and resolve complex Wealth Management issues, as needed
- Collaborate with internal partners to maintain current knowledge of LCNB products and capabilities and to identify opportunities to broaden client relationships
- Collaborate and cultivate relationships with internal and external centers of influence to expand and generate client relationships
- Join professional organizations and attend associated networking and continuing education opportunities
- Adhere to compliance requirements and risk management concepts, expectations, and policies and procedures
- Become involved in the local community and surrounding areas
Required Competencies/Skills
- 5 years of experience in Trust or Wealth Management related fields
- 5 years in a client facing role
- Minimum of a Bachelor’s degree
Desired Competencies/Skills
- Advanced degree or certification such as Juris Doctorate, CFP, CFA, CTFA
- Customer focused with strong interpersonal skills
- Ability to develop and cultivate new Wealth relationships
- Analytical thinking with keen attention to detail
- Demonstrated ability to work independently and collaboratively in a team environment
- Excellent written and verbal communication skills
- Empathetic and compassionate approach to client and team interactions
- Proficient in Microsoft Office (basic to intermediate level)
- Self-motivated and adaptable to change
- Ability to tailor communication style to different audiences
- Strong reasoning, problem-solving, and critical-thinking abilities
- Highly observant with strong attention to detail
Working Conditions:
- Ability to remain in a stationary position up to 75% of the time
- Occasionally move/traverse to access files and equipment
- Constantly operates a computer and other office equipment
- Occasionally lift up to 10 lbs.
- Partial remote work opportunity available
Compliance Statement:
The associate is responsible for meeting all compliance requirements imposed on LCNB National Bank by State and Federal law and regulations, as well as all related LCNB National Bank policies and procedures. Incumbent must be able to perform the essential functions of the position with or without reasonable accommodation. Equal Opportunity Employer/Disability/Veterans.