Are you looking for a place to use your communication skills to build long term client relationships? Are you a professional with experience in estate planning documents? Do you work effectively with clients and families under stressful circumstances?
We would like to learn more about you.
Crews Bank & Trust is seeking a Trust Officer for our Trust & Wealth Management division to work in the Venice/Port Charlotte market. This individual is responsible for the fiduciary duties when the bank acts as trustee, representative of an estate, guardian of assets, or an agent. Serves as the primary contact for Trust clients; creates and manages financial plans for clients; and works with clients to meet their financial goals as part of a team approach.
Next step? Click or copy and paste this link to complete a 7-8 minute assessment that will help us understand your style and how that will fit the motivational needs of our team.
https://surveys.cultureindex.com/s/HJ9mJVTb35/85130
Oversee the administration of customer relationship activities following financial institution policies and state laws. Includes:
• Ensure trust documents are carried out in accordance with the Grantors intent.• Ensures that trust accounts comply with all applicable laws and regulations.• Maintain a contact plan for client meetings, including scheduling client meetings.• Resolution of any client issues/request with goals to maintain high service standards• Serve as a primary point of contact for or back up contact for existing and new clients.• May assist client’s with managing their financial resources as required including bill paying, asset titling, asset liquidation, insurance coverage and insurance claims.• Works with legal representation to administer estates and the probate process.• Works one on one with clients to develop and manage short term and long-term financial plans• Serve as part of the team presenting services to prospects or centers of influences.• Develop new and additional business from existing clients.• Provide documents review services including counseling individual on estate and tax planning.• May provide assistance to clients in the selection of care facilities and care providers.• Prepare new account open documents and updates existing client documents as required.• Support the bank branch staff in responding to questions on various estate planning documents.
Involvement in local community events to enhance Trust and Wealth Management visibility and reputation.
Maintain a reasonable knowledge of the Bank Secrecy Act and Anti-Money Laundering Policies and regulatory requirements that are specific to the department.
Minimum Skills and Background:
• Desire and willingness to work in a collaborative, flexible and team-oriented work environment
• Effective inter-personal communication skills
• Proven critical thinking and problem-solving skills
• Strong working knowledge using the Microsoft Office suite platform
• Displays professional and courteous behavior in all situations
• Strong attention to detail, prioritization skills and completion of projects
• Ability to empathize and work effectively with clients and families under stressful circumstances
• Ability to develop and maintain long term client relationships
Education and Experience:
• Bachelor’s degree in finance, or related field or equivalent experience
• Minimum Three years’ experience in delivering financial services, investments, or insurance
• Experience with estate planning documents
• Experience with financial institution policies and procedure.
Crews Bank & Trust is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with a disability.
EOE/Vets/Disability