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JOB DESCRIPTION
Job #: 15704
Status: Inactive / Filled
Title: Trust Officer
Job Location: Oklahoma
Southwest (AZ, AR, NM, OK & TX)
Job Categories: Wealth Management - Executive/Mid Management/Admin; Wealth Management - Pension & Retirement Plans; Wealth Management - Personal Trust
Industries: None
Base Compensation:
Low: $70,000       High: $100,000
Total Compensation:
Low: $75,000       High: $110,000
Overnight Travel: None Listed
Is Employer Willing to Relocate?: Yes
Employment Type: Full Time / Direct Hire
 
Why is This a Great Opportunity?
Our client is an extremely stable bank; the majority of senior management has been there over fifteen years. The bank has a very customer centric culture; very team oriented; looking for a “we” not a “me” person. During the last year, a long time employee was promoted to President. He is committed to investing in the bank with new products and technology. This position reports to the President and is open due to a retirement.
 
Job Description:
As the trust officer, you will over see the management of a very large custody account, a large retirement plan, and a few personal trust accounts. You will have an understanding of investments; have ideas on competitive products; and network in the community to grow the personal trust accounts. You will have five employees reporting to you and have bottom line responsibility.
 
QUALIFICATIONS
Mandatory Minimum Qualifications - Must Have: Our client is interested in trust professionals with a bachelor’s degree. Trust and investment experience is a must.
 
Preferred Qualifications: A CPA or CTFA certification is a plus. Management / team lead experience is desirable.
 
Education: Bachelor's
 
Certifications: None
 
Licenses: None
 
Total Years of Experience: 7-8+
 
Years of Experience in Present Position: 3-4+
 
First Name:
Last Name:
E-mail Address:

 

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