Specialized Fiduciary Officer II

Job Overview

This role is responsible for ensuring all documents are completed and comply with internal policy guidelines and industry regulations. The primary focus is to improve the bank’s ability to manage, control, and mitigate fiduciary risk and work closely with team members to drive consistency in approach and results.

• Serves as technical expert for the team, sharing knowledge of fiduciary laws, regulations, standards of management, and internal fiduciary policies and procedures
• Completes administrative reviews of trust accounts to drive consistency in approach and results
• Administers and ensures accounts are in line with the fiduciary standard by complying with internal policy and industry regulations
• Manages, controls, and mitigates fiduciary risks, while addressing client issues and concerns

• Fiduciary, Trust, or Estate Settlements experience
• CTFA

• Attention to Detail
• Customer and Client Focus
• Problem Solving
li>Relationship Building
• Risk Management
• Account Management
• Administrative Services
• Client Management
• Issue Management
• Active Listening
• Candidate Screening
• Prioritization
• Process Simplification
• Referral Identification

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

40