What are the responsibilities and job description for the Trust Officer 1 position at City National Bank of WV?
Equal Opportunity Employer
Job Title: Trust Officer I
Location: Beckley, WV
Job Type: Exempt
Job Grade: 13.1
Summary Description
Manages trust services for assigned region.
Essential Functions
- Administers account relationships for assigned region
- Accesses, inputs and retrieves client account information utilizing trust accounting system
- Engages in substantial contact with trust clients, new business prospects, professionals and other bank representatives
- Prepares and participates in proactive client meetings regarding account administration and client needs
- Meets with existing and prospective customers to review and assess financial objectives
- Responsible for assisting in business development activities in assigned region
- Participates in various community relations related activities in assigned region
- Provides operational support to trust operations department
- Adheres to all regulatory compliance policies and procedures
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
Position Requirements
- Bachelor’s degree in related field
- Familiarity with a broad range of trust services including personal trust, investment management, estate administration, investment strategies, and tax codes
- Willingness to invest time in continuous learning, including completion of Trust School and related educational opportunities
- Work is generally performed indoors in environmentally controlled conditions
- Typically, the employee may sit to perform the work. However, there may be some standing, walking, bending and carrying of light items in the course of the work
Critical Skills / Expertise
- Familiarity with tax and regulatory issues preferred
- Strong attention to detail and ability to multi-task
- Computer proficiency: Word, Excel, Access, Accounting software
- Professional image and excellent communication skills
- Self-motivated and ability to work independently
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