TRUST CONTROLLER

The Trust Controller is responsible for performing a variety of duties relating to accounting for the Trust function of the Bank, including producing regular monthly / annual financial reports and statements, monitoring expenditure against budgets and producing forecast budgets, overseeing regular audits, bank examinations, leading and directing external examiners and auditors, complying with all IRS regulations and coordinating all tax documentation and correspondence. This position will oversee the Trust operations function including all activities, procedures and service levels.

Essential Functions
* Manage personal workload / workflow
* Prepare and analyze reports
* Identify and resolve account issues
* Research budgetary statistics and data
* Develop annual budget recommendations
* Prepare monthly financial accounts
* Report sources of revenue
* Compile total revenue statistics
* Estimate tax payments appropriately
* Prepare and produce 1041's
* Prepare and produce 1099R's
* Prepare and produce 5498 IRA reports
* Oversee annual and regular audits
* Oversee Bank examinations
* Partner with Bank examiners and auditors
* Provide information required for audits
* Monitor and report fee charges
* Oversee Trust Operations procedures
* Monitor service standards
* Ensure timely trading
* Streamline operational communication
* Develop account maintenance
* Ensure timely movement of cash
* Ensure adherence to customer requests
* Develop internal controls and measuring techniques
* Recommend profitability increasing alternatives for the Bank
* Recommend improvements to procedures
* Develop appropriate customer service levels
* Minimize departmental non payroll costs
* Maximize technology tools available
* Adhere to stated Trust departmental fee schedules
* Minimize nonstandard fee schedules
* Work with Test and Train Compliance Manager and Business Unit Compliance Specialist to implement and complete risk assessments
* Attend compliance train events to stay current with regulations
* Identify risk and test controls designed to minimize risks
* Communicate results to Compliance Department, Business Unit Compliance Specialist and Business Unit Management
* Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
* Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
* Work as part of a team
* Work with on-site equipment

Safety and Health
* Provide leadership and positive direction for maintaining the safety and loss prevention program
* Actively participate in and support employee participation in the safety and loss prevention program by ensuring that employees know how to properly report a safety issue, making sure that all accidents are promptly reported to Human Resources and documented, and ensuring that prompt action is taken whenever workplace hazards are identified
* Help implement emergency procedures

QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education

Bachelor's Degree accountancy or related degree preferred

Work Experience

6 - 8 years accountancy or related experience preferred
2 - 6 years trust investment / related experience preferred


General Supervisory/Manager Knowledge, Skills, and Abilities
* Ability to identify existing and potential problems, obtain and evaluate relevant information, identify possible causes of the problems, and suggest an alternative course of action including innovative or creative approaches
* Ability to allocate and effectively use information, personnel, time, and other resources necessary for implementation of Northwest's strategic plans
* Ability to make decisions, render judgments, and take action on tasks within the scope of given authority in a timely fashion
* Ability to develop, evaluate, and implement alternative courses of action, based on correct assumptions concerning resources and guidelines, and support decisions or recommendations with data or reasoning
* Ability to present and express ideas and information effectively and concisely in an oral and/or written mode in a manner appropriate for the audience
* Ability to listen and comprehend what others are saying and facilitate the open exchange of ideas and information
* Ability to motivate and provide direction in the activities of others, appropriately assigning work and authority, in the accomplishment of goals; providing advice and assistance as required
* Ability to understand and appropriately apply procedures, requirements, regulations, and policies; maintain credibility with others on specialty matters

Additional Knowledge, Skills and Abilities

-Excellent organizational and time management skills
-Excellent interpersonal and communication skills
-Team player
-Ability to analyze financial data
-Attention to detail

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