Responsible for the administration of trust and investment agency accounts. Identify and develop new business opportunities.
Essential Functions and Basic Duties:
Communicate with grantors and beneficiaries on a regular basis in order to develop and maintain positive relationships.
Review account balance sheets and consult with trust investment officer regularly to monitor account holdings.
Review daily activity in accounts to ensure accuracy and monitor cash balances in order to provide for liquidity needs.
Attend Trust Committee meetings.
Prospect and develop new business opportunities with both existing and new clients.
Build and maintain professional relationships with bank officers and legal and accounting professionals.
Project and maintain the bank’s professional image.
Maintain a current knowledge of trust and investment laws and regulations.
Assume responsibility for related duties as required and assigned.
Keep management aware of activities, opportunities and problems
Qualifications:
Education/Certification: Bachelors Degree (B.B.A.) in Accounting or Finance or Law Degree or equivalent on the job training and experience in a relevant field.
Required Knowledge: Windows XP, Microsoft Excel and Word. Superior written, verbal and communication skills. Strong logic, reasoning, and analytical skills.
Skills/Abilities:
Advanced organizational and interpersonal skills required. Attention to detail with high degree of accuracy
Requirements:
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