Trust Officer

Description

Hours: 8:00 am to 5:00 pm Monday through Friday; other hours as needed

Location: Headquarters

3035 SW Topeka Blvd. Topeka, KS 66611

Trust Officers must achieve specific performance objectives relative to personal sales volume and service quality. Trust Officers contribute to the development and retention of customer relationships by providing consistently high-quality customer service, community involvement and relationships with referral sources and centers of influence. Trust Officers contribute to the profitability and growth of Core First Bank & Trust by meeting customer needs through referring consumer and business banking products to new and existing customers according to our mission statement and performance objectives.

• Administers personal trust, investment agency accounts, and probate accounts
• Develops new business by personally calling on customers, prospects, and centers of influence to achieve profitable volume in the following trust functions:
• Personal trust accounts (Living and Testamentary)
• Agency Accounts (Custodial and Investment Management)
• Probate Estates
• Conservatorships
• Maintains and monitors for maximum profitability consistent with quality service, fee schedules of specific accounts, and various types of business
• Reviews and recommends acceptance or rejection of various types of trust business
• Is active in the community, serving on boards, public speaking, and maintaining relations with CPA firms, law firms, and life insurance agencies
• Plans and implements seminars, workshops, and other events to generate profitable trust business
• Attends the following committee meetings:
• Trust Investment Committee
• Board of Directors, Trust Committee
• Trust Staff

Please note this description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Experience: Three to five years of trust or related sales, or financial, or legal services experience required

Education: High school diploma or equivalent required. Bachelor’s or Master’s Degree required, or an equivalent combination of directly related industry experience and skills. Strong preference for JD, CPA or another industry-specific credential.

Skills & Abilities:

• Strong written, verbal, interpersonal and analytical skills, including ability to interact effectively with customers, employees and management are essential
• Strong ability in Core First Bank & Trust
  
  Competencies:
  
  Customer Focus, Compliance, Ethics, Perseverance, and Time Management
• Proficiency in using Microsoft Office, Word, Excel and Outlook
• Work must be completed with quality and accuracy
• Strong time management skills:
  Must be able to handle multiple projects and tasks, and follow through in a timely manner
• Demonstrate ability to attract and retain trust and investment customers
• Ability to write routine reports and business communications
• Ability to effectively present information and respond to questions from customers, employees, and management
• Understanding of basic investment and financial concepts
• Maintain a general knowledge of trust law, income and estate taxes in investments and insurance products

Competencies: Adherence to Core First Values:
Respect, Communication, Integrity, Initiative, and Accountability.

A significant level of personal trust is required as this position is exposed to sensitive and confidential information which cannot be shared outside of the Department. Diplomacy, courtesy, and tact is required. Demonstrated ability to foster sound professional relationships with customers and management is…