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Personal Trust Officer

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Job #: 15557
Status: Inactive / Filled
Title: Personal Trust Officer
Job Location: AL-Mobile
Southeast (AL, FL, GA, LA, MS, NC, SC & TN)
Job Categories: Wealth Management - Asset & Investment; Wealth Management - Personal Trust; Wealth Management - Private Banking
Industries: None
Base Compensation:
Low: $70,000       High: $125,000
Total Compensation:
Low: $105,000       High: $155,000
Benefits: Excellent
Overnight Travel: Up to 25%
Is Employer Willing to Relocate?: No
Employment Type: Full Time / Direct Hire
Why is This a Great Opportunity?
An established Trust Service provider who happens to be one of the best capitalized financial services providers in the country. No product of the day widget selling, simply traditional Trust services!
Job Description:
Oversee personal trust relationships and create new prospect relationships through external business development and cultivating internal bank referrals. • Tasked with the daily administration and management of assigned personal trust accounts. • Prepare and organize internal reports related to administrative and investment reviews, among others. Frequently present this information to bank leadership. • Take part in business development activities, including the solicitation and acquisition of new fiduciary business relationships. Proactive business development and marketing activities to include participation in professional organizations and civic entities. • Travel within local market area to meet with clients and prospect for new clients. • Make effective presentations. • Correspond, communicate, and meet with clients. • Interact daily with clients and COIs. • Establish relationships with fellow employees to maximize business development potential. • Cultivate and maintain strong client relationships. • Supervise Executive Assistant and additional support staff
Mandatory Minimum Qualifications - Must Have: • Active CFTA certification preferred • MBA Preferred • Bachelor’s degree in business, finance, or accounting or equivalent combination of work experience and education • Minimum seven (7) years experience as a Personal Trust Officer or Trust Administrator
Preferred Qualifications: Traditional bank Trust Officer experience.
Education: Bachelor's
Certifications: None
Licenses: None
Total Years of Experience: 5-6+
Years of Experience in Present Position: 5-6+
First Name:
Last Name:
E-mail Address:


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