AVP Trust Officer

The AVP Trust Officer provides assistance to the SVP Director of Wealth Management & Trust in the management of the Trust Department. These areas include administering fiduciary services, including but not limited to trustee, successor trustee, co-trustee, power of attorney for finances, estate planning, financial planning, and personal cash management. This position is instrumental in helping implement department priorities and initiatives.

PRIMARY RESPONSIBILITIES:

Assists in administering the Trust function by:

• Facilitating business retention and growth through various avenues including but not limited to going on calls, working in conjunction with other departments, community involvement and professional affiliations
• Ensuring efficient, quality account administration by fully utilizing technical knowledge and technology
• Operating in full compliance with internal policies and procedures
• Maintaining knowledge and complying with any applicable laws and/or regulations
• Assisting with implementing department priorities and key initiatives
• Coaching other team members

Manages key trust and client account relationships by:

• Reviewing, understanding and implementing trust and estate planning documents
• Creating solutions in response to designated client's needs
• Reviewing and providing input on investment strategy for individual portfolios
• Providing decisions on whether to grant discretionary distribution requests
• Solving trust beneficiaries concerns / questions
• Handling personal cash management questions / issues / concerns
• Ensuring terms and conditions of designated trust accounts are adhered to
• Overseeing compliance with all fiduciary tax laws and regulations on designated accounts
• Building new book of business and managing effectively

Trust Officer II - Manages legal responsibilities for Trust by:

• Performing depositions
• Representing the Bank in legal matters, including but not limited to court appointments
• Assisting with legal review of documents
• Creating legal opinions, findings, materials, etc.
• Serving as a legal expert on trust issues and utilizing other resources as appropriate

SECONDARY RESPONSIBILITIES

• Attends Trust Committee meetings on an as needed basis
• Serves on other internal committees as requested
• Participation in bank-sponsored events
• Identify and assist implementing process improvements including efficient utilization of systems and technology
• Respond to and assist with day-to-day questions
• Other duties as assigned