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Sr. Trust Officer
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Full-time
- Overview: Responsible for the administration and fiduciary management of complex trust relationships within client relationships.
- Primary Responsibilities:Apply deep experience and technical understanding to the administration and oversight of complex trust relationships within an assigned book of client trust accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion.
- Serve as the primary point of contact for the client on the trust account relationship, communicate regularly with the client on all trust matters and responsible for overall trust administration management for complex trust relationships.
- Assess and manage risk, exercise fiduciary discretion and judgment, and adhere to policies and procedures related to account administrative activities.
- Maintain comprehensive knowledge, and coordinate efforts, of appropriate Bank resources, including market leadership, tax liaison team, Legal and Compliance, to ensure timely delivery of quality service and expand client relationships.
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