Job Description

Trust Officer

Lewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking a Trust Officer for a direct hire opportunity with a financial services client.

Responsibilities:

• Schedule proactive meetings with customers, prospective customers and Centers of Influence (COIs).
• Track and report on calls and pipeline details.
• Participate in bank-sponsored events designed to strengthen customer relationships and networks.
• Grow and maintain customer relationships by identifying banking opportunities, strategizing proactive business development activities, cultivating referral networks, and focusing on viable target markets.
• Maintain business relationships with customers, attorneys, and beneficiaries relating to the management of trust accounts.
• Analyzes the needs of existing and potential customers considering account profitability and other related factors to market the appropriate bank products/services.
• Prepares trust and business development presentations, and writes proposals for presentations to management, bank customers, potential clients, or governmental entities.
• Administers highly complex trust and other fiduciary accounts and ensures compliance with enabling documents, department policies and procedures, applicable regulations, statutes and legal precedents.
• Directs and coordinates the compilation of information required for fiduciary account management, making recommendations.
• Oversees tax planning and tax preparation.
• Assists with business development plans for policies and procedures.
• Assists with preparation of financial and regulatory reports required by law and the Board of Directors.

Qualifications:

• Bachelor’s degree in business, economics, accounting or finance required plus six years advanced trust officer experience required.
• Client relationship management experience.
• Familiarity with legal terminology and working knowledge of sound fiduciary principles required.
• Ability to analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations.
• Proven experience writing reports, business correspondence and procedure manuals.
• Skilled in effectively presenting information and responding to questions from groups, management, clients, attorneys, and accountants.
• Understanding of mathematical principles such as probability and statistical inference.
• Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Proficiency in interpreting an extensive variety of technical instructions in mathematical or diagram form and dealing with several variables.
• Preferred: Law degree, eight years related experience of which six will be advanced trust officer experience; or equivalent combination of education/training and experience. Marketing experience, professional trust certification; supervisory/lead experience and experience managing involved processes.

For immediate consideration, please click “Apply” and use Job Code BHJOB11837_4181. You may also send a copy of your resume to: [email protected] and enter only the following job code in the subject line: BHJOB11837_4181. Lewis James Professional is an Equal Opportunity Employer. M/F/D/V

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