What are the responsibilities and job description for the Trust Client Services Associate position at Stock Yards Bank \u0026 Trust?
Stock Yards Bancorp, Inc. (NASDAQ: SYBT), parent company of Stock Yards Bank & Trust Company, with offices in Louisville, Central, Eastern and Northern Kentucky, as well as the Indianapolis, Indiana and Cincinnati, Ohio metropolitan markets.
Job Title: Trust Client Services Associate
FLSA Status: Exempt
Department: Trust
General Job Summary:
Provide assistance to Trust Wealth Advisors, Investment Advisors, and clients, regarding account relationship activities and business operations.
Organizational Duties and Responsibilities:
- Supports the mission, vision and philosophy of the Bank. Complies willingly with all organizational policies and procedures.
- Supports all functions that maintain compliance with regulatory agencies.
Essential Duties and Responsibilities:
- Effectively communicate with internal and external clients, verbally and in writing
- Draft client communications with guidance from Advisor
- Prepare presentations for existing clients
- Anticipate client and Advisor needs in all situations; resolve issues with guidance from Advisor
- Maintain accounts from set up to closing, appropriately alerting Advisor of important changes and/or issues.
- Assist Advisors with required client annual reviews and clearing exceptions on accounts, with guidance from Advisor
- Maintain service standard activities, COI activities, and other required calling activities
Other Functions:
- Provide office coverage and support in emergency situations
- Perform other duties as assigned
Working Conditions:
Office setting requiring sitting and standing
Minimum Job Requirements:
Education: High School Diploma or GED Equivalent; BA/BS preferred
Specific Skills:
- Proficient computer application skills in word processing and spreadsheets (Word, Excel)
- Self-motivated and dependable
- Ability to learn trust system and new technology
- Independent decision making ability within limits set by the Wealth Management & Trust Department
- Professional communication skills, both written and verbal, with all levels of personnel and clients
- Professional grammar, spelling and business writing skills
- Ability to develop and implement problem solving skills
- Ability to prioritize and organize work
- Ability to function independently in a multi-task environment, as well as part of a team
- Ability to maintain confidentiality
- Must be detail oriented
- Professional appearance and demeanor
- Knowledge of investment, fiduciary, and estate planning concepts is a plus
- Work experience in a trust department or related field is a plus
Specialized: None
Licenses: None
Supervisory Responsibility: None
Physical requirements:
The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position requires sitting the majority of the time with limited walking and standing. Must be able to see, hear, speak, grasp paperwork, and type. All work occurs indoors and within regular working hours. The noise level in the work environment is usually moderate.
Benefits:
- 401(K) with a company match of up to 6%
- ESOP employer match
- Medical insurance
- Dental insurance
- Vision insurance
- Cancer/Disease insurance
- Accident insurance
- Flexible Spending Accounts
- Flexible Savings Accounts
- Health Savings Accounts
- Bank paid Life/AD&D insurance
- Voluntary Life/AD&D insurance
- Bank paid Short-Term and Long-Term Disability insurance
- Employee Stock Purchase Plan
- Employee Assistance Program