Job Description
Job Description
Job Description
JOB SUMMARY
Establish and maintain trust accounts for financial institution clients. Responsible for the administration of accounts. Responsible for business development and relationship management.
ESSENTIAL FUNCTIONS
- Administer trusts, estates, agency accounts, and conservatorships in accordance with terms specified in the governing document and applicable law
- Confer with principals, beneficiaries and others regarding trust matters and determine necessary actions to ensure effective administration of those accounts
- Develop new business and confer with potential customers
- Work with the Investment Principal/Consultant reviewing assets and supplying information necessary for the Investment Principal/Consultant to make recommendations regarding investment of trust assets. Prepare annual account reviews.
- Represent the bank in business activities and build a referral network
- Cultivate and maintain relationships with attorneys, CPAs, and other influencers in the community
- Supervise a team of support staff and oversee their career development.
- Be knowledgeable of bank compliance rules and adhere to Federal and State banking regulations relating to this position
- Follow all Bank compliance policies and procedures relating to this position
- Other duties as assigned to meet client and departmental needs
RELATIONSHIPS
- Responsible to the Director of Trust Services for the fulfillment of functions and responsibilities
- Contact with co-workers and the public in a professional manner that will enhance the overall marketing effort of the bank
- Required to collaborate, cooperate, and communicate with supervisor, co-workers, and clients
WORK CONTEXT
- Ability to concentrate and focus on essential functions in appropriate priority order is required.
- Requires being punctual, dependable, detail oriented and responsible for work outcomes and results.
- Requires sitting for long periods and traveling to other departments and locations, as needed.
- Requires contact with others by telephone conversations, use of electronic mail, and face-to-face discussions.
- Requires completion of assigned on-line training courses with a passing percentage.
- Professional environment requiring appropriate professional demeanor and attire.
- Work is performed indoors in environmentally controlled conditions.
JOB SPECIFICATIONS (Applicant must qualify under the following specifications)
- Experience: Should have a background that enables understanding and interpretation of Trust documents, tax information, probate and fiduciary laws and practices. Other applicable experience will be considered
- Education: B.A. or B.S. is preferred. CTFA designation preferred but may be obtained on the job
DEMONSTRATED SKILLS
- Academic background and experience in the trust and wealth management area
- Ability to apply applicable regulations regarding trust and bank policies
- Understanding of complex legal, tax, investment, and regulatory issues
- Good communication and analytical skills
- Ability to train and supervise staff
Ability to work with others in a cooperative manner that supports a team environment
- Ability to tolerate stress
- Ability to lift up to 30 lbs. if necessary
CORE BEHAVIORS for DELIVERING ON THE PROMISE
- Be Genuine— Conduct yourself in a consistent, honest, and compassionate manner
- Work Ethic— Be willing to go the extra mile for the client, whether internal or external
- Influence— Be an active player in participating, building, and contributing to service
- Continuous Learning— Commit to gaining knowledge, skills, and experience on an ongoing basis to better serve the client, increase personal satisfaction, and improve the Bank
- Team Play— We win together. Individuality is encouraged to advance and enrich the work of the team
- Problem Solving— Being creative, problem-solving mentality to every situation. See alternative, take initiative, and assume responsibility for your actions
- Communication— Keep others informed and up to date. Actively listen and learn from each other
- Have a Sense of Community— We passionately believe that we’re only as strong as the communities we serve, and your involvement is an important part of who we are
Oregon Pacific Bank is an Equal Opportunity Employer and does not discriminate on the basis of race, color, sex, sexual orientation, gender identity, age, religion, national origin, physical or mental disability, or veteran’s statu
Compensation details: 30.91-43.64 Hourly Wage
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Job Tags
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