Personal Trust Officer
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|Status:||Inactive / Filled|
|Title:||Personal Trust Officer|
|Job Location:||North Dakota|
|Base Compensation:||$65,000 — $80,000|
|Total Compensation:||$75,000 — $90,000|
|Benefits:||health insurance with HSA, life, dental, 401K match|
|Is Employer Willing to Relocate?:||Yes|
|Employment Type:||Full Time / Direct Hire|
|Job Categories:||Wealth Management - Personal Trust|
WHY IS THIS A GREAT OPPORTUNITY?
This personal trust administration position with a stable community bank is open due to an upcoming voluntary retirement.
JOB DESCRIPTIONThis position with the trust department of a community bank is due to the retirement of a long-time employee. As personal trust officer, you will work strictly with individual accounts - trusts, investment agencies, IRA's, and custody accounts. There is a possibility for estate administration. Relationships range from small up to a $20 million asset relationship. You will be the main contact for the customer bringing in the investment officer or lending / banking officer as needed. You will develop new business through existing business; networking with the internal centers of influence in the bank (branch managers, lenders); and networking with external centers of influence (CPA's, attorneys). There will be some travel but overnight travel is not the norm.
You will have ties to North Dakota or be from that region (MN, SD, WY, MT, etc.) of the country. You will have fiduciary experience, relationship management skills, new business skills and an understanding of investments. You will have a minimum of five to ten years experience. An undergraduate degree is preferred but experience will be considered.
A CTFA is preferred.
Certified Trust and Financial Advisor
Total Years of Experience: