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Senior Trust Officer
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Full-time
- Join us Job Summary: The Senior Trust Officer maintains a book of fiduciary and investment management accounts.
- Primary responsibility is the administrative and business development of the most complex IM&T (Investment Management and Trust) accounts.
- Works with typically large and complex high net worth clients and beneficiaries involving multi-generational families.
- Handles regulatory and compliance driven procedures governed by the OCC. Involved with new business development activities with a focus on estate/financial planning and the Bank’s fiduciary platform Job Description: The Senior Trust Officer (STO) maintains a trust book and is a seasoned Trust Officer in the market.
- STO leads, and is accountable for, trust product sales and working with MTE, MTTL or TTL to assure trust product awareness and education of clients and Private Bank associates in market.
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