Associate Trust Officer

About the Role:

The Associate Trust Officer will work closely with senior officers to further their experience in trust administration, client service, and business development. This position administers simple trust and investment accounts, assists senior officers with the administration of complex trusts, and maintains and develops client relationships with moderate supervision. They provide exceptional service to existing trust clients.

Perform a variety of written and verbal communication tasks and projects in order to ensure satisfactory completion and implementation of work or projects

Support the setup and closure of accounts, ensuring compliance and accuracy

Develop and retain client relationships

Engage in introductory business development activities, including:

- Shadowing senior trust officers during prospect meetings and networking events
- Assisting in the preparation of proposals and presentations for prospective clients
- Participating in partner education to promote the Company and the service offerings
- Participate in community activities that provide opportunities to form business relationships with candidates for trust services

Administer accounts in a satisfactory manner, including maintaining account files

Assist clients in achieving planned goals established at the opening of their account within an acceptable level of risk Participate in client meetings and contribute to communication plans.

Prepare annual accountings for court on Conservatorship and Estate accounts.

Administer simple trust and investment relationships.

Assist senior trust officers with the administration of complex trust relationships.

Create presentations, charts, and reports for internal and client use.

Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.

Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.

Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.

May be asked to coach, mentor, or train others and teach coursework as subject matter expert.

Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.

Takes personal initiative and is a positive example for others to emulate.

Embraces our vision to become “Business Bank of Choice”May perform other duties as assigned.

About You:

Bachelor’s degree, if one has practical trust experience, a bachelor’s degree is preferred2-4 years e xperience in trust or related financial services, required.
2-4 years k nowledge and understanding of the trust data processing system, as well as general principles of trust accounting and tax law, required.
1 year experience e xposure to fiduciary duties and client facing responsibilities

Developing interpersonal skills in order to effectively communicate with customers and staff

Exceptional verbal and written communication skills

Good analytical abilities to recognize and solve clients’ estate planning and investment issues

Effective organizational and time management skills

Ability to work in a team environment as well as independently

Basic knowledge of tax preparation, particularly for fiduciary income tax returns and estate tax returns

Ability to use personal computers, Windows, and related software applications

Basic knowledge of the commercial banking environment to facilitate trust clients’ financial needs and the trust company’s interface with commercial affiliatesCFTA Education Enrolled ,…