TRUST OFFICER

POSITION SUMMARY: The Trust Officer is accountable for the retention of their portfolio of trust accounts and the delivery of fiduciary services to that portfolio of clients. They are also expected to seek and build synergies with other areas of RCB, such as brokerage. The Trust Officer is successful if their portfolio of trust clients is satisfied with the service being provided, examinations and audits are satisfactory, and their book of trust accounts is growing through a successful relationship development (retention and sales) effort.ESSENTIAL FUNCTIONS:Manage and retain client account relationshipsResponsible for some new business developmentDeliver quality service to trust clients through a proactive contact processManage client investment portfolios in line with investment committee's guidelinesParticipate in trust administrative, investment, and operations committees as assignedRepresent RCB by being active in the community.Actively participate in service organizations, community activities, etc. to promote a positive bank image and to generate leads for new business effortsEnsure compliance with RCB policy and maintain current understanding of federal & state laws and regulations as they relate to fiduciary issues and trust investmentsMaintain close communication with trust and RCB personnel to ensure that the functional area is adequately servicing both internal and external customer needsDevelop and maintain relationships with bank personnel to expand understanding of trust services and to stimulate referralsAchieve established personal goals and objectivesOther duties as may be assignedEXPERIENCE REQUIRED:Leadership/supervisory experience a plus and is preferred.Previous experience in trust operations preferred.Experience with various trust accounting systems a plus.EDUCATION, CERTIFICATIONS & TRAINING:High school diploma or GED required.Bachelor’s degree in business preferred, with an emphasis in finance/accounting, or equivalent work experience.Completion of a personal trust course recognized by the industry (preferred)Certified Trust and Financial Advisor – CTFA (preferred)JOB-SPECIFIC SKILLS & KNOWLEDGE:Strong management, decision making, and project management skills a must.Strong organizational skills.Ability to plan and coordinate trust accounting system updates and conversions.High proficiency in problem-solving.Excellent communication skills, both verbal and written.Strong leadership and interpersonal skills.Ability to build trust and credibility within the team.Ability to maintain a positive attitude and friendly demeanor when communicating with customers and co-workers.Intuitive and responsive to the needs of their staff and customer base.Ability to work in fast-paced environment, managing multiple tasks/projects and deadlines simultaneously.Excellent customer service and supervisory skills.Possess effective skills in presenting recommendations based on performance findings both in verbal and written format.Possess strong knowledge of applicable PC programs.

Salary : $29,900 - $37,800