Sr. Trust Officer

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Regular Full-Time Officer NE - 3 Pacific, Omaha, NE, US

2 days ago Requisition

Established in 1964 in Omaha, Nebraska, our family-owned financial institution's vision is to be the best in class in meeting the evolving financial needs of our customers. Our extensive history and family-owned legacy give us a deep and genuine understanding of how to serve and treat our customers. We offer a holistic financial approach with solutions for personal, business and wealth in three markets:
Iowa, Nebraska and Texas.

As a community bank, we value long-term partnerships built on trust and integrity. As an employer, we take pride in building meaningful relationships and celebrating the unique differences that define each team member; it's what makes us a stronger unit. It's one of the many reasons why creating a strong culture of empowerment, support, and opportunity is an ongoing focus.

This position is responsible for providing day-to-day professional administration and regulatory compliance of accounts of high complexity, profile and/or volume, which include trusts, conservatorships, agencies, IRAs and estates. In addition, the role is expected to build client relationships to generate new business by focusing on a “team approach to warm leads” generated with and through the assistance of existing clients, other Bank associates, senior Bank management and the Director of Trust Services of local market.

• Administers a large volume of sophisticated accounts, which include trusts, conservatorships, agencies, IRAs and estates pursuant to the controlling document, state and federal regulations and client direction.
• Facilitates dispute resolutions for unique assets under management such as limited partnerships, agricultural and commercial real estate, and operating businesses.
• Develops a strong working relationship with an assigned Trust Assistant in the handling of daily administrative matters.

• Achieves new business sales goals with the assistance of the Director of Trust Services or other senior officers or management staff focusing mainly on retention sales to generate a greater share of existing client wealth.
• Establishes and maintains a robust pipeline of new business prospects primarily through independent cold calling efforts and networking.
• Builds and maintains a professional network of circles of influence such as attorneys, CPAs, other professionals, and others within the bank to develop additional revenue possibilities.
• Actively participates in sales meetings and mentors/advises less seasoned personal trust officers in effective sales call routines.

• Performs client communication to include independent dispute resolution, administrative reviews with the assistance of an investment officer, and ongoing customer contact to ensure high levels of client retention.

• Supervises daily functions of the team to include assisting with sourcing and hiring, motivating, coaching, assigning work, scheduling, training, providing timely input to quarterly/annual performance reviews, and problem solving, but does not have final decision-making authority.

• Performs independent establishment of client investment policy statements, portfolio review and reallocation, and the implementation of Trust Investment Committee recommendations.

• Ensures accurate and timely delivery of trust and investment services.
• Interacts with the operations and compliance team…