Senior Trust Advisor

Responsibilities

• Administers and retains assigned accounts, including trusts, estates, personal retirement and agency relationships
• Establishes and maintains strong business relationships with clients
• Determines clients' financial goals and objectives and develops comprehensive financial strategies and plans
• Explains terms of governing documents and advises clients concerning banking needs, estate planning, gifting, and tax matters
• Achieves assigned sales goals by developing internal and external networks, obtaining referrals from clients, and expanding and deepening current relationships
• Works independently and autonomously and makes decisions on more advanced and complex issues
• Develops and maintains relationship with clients to discuss financial goals and objectives
• Ensures relevant client financial information is gathered and prepares recommendations
• Monitors clients' accounts, resolving problems and offering alternatives
• Participates in presentations to individual and institutional clients

• Bachelor's degree or progressive work experience
• 7+ Years of related experience
• Comprehensive knowledge and in-depth understanding of wills, estate, trust and investments required
• Financial or professional designations required
• Strong sales ability, including proven experience successfully attracting new clients
• Strong execution skills and action oriented
• Strong interpersonal and relationship management skills required
• Supervisory experience preferred
• Excellent communication skills, both written and verbal
• Systematic, integrated and critical thinker with flexibility and ability to think out of the box to provide solutions to meet a variety of business/market needs
• Completion of a recognized trust school program preferred prior to employment