Position Title: Senior Trust Officer Locations: TarrytownNY Time Type: Full time Req ID: JR1352-TarrytownNY At Midland, were proud to be a little different. You can see it in our bright orange signs-but theres more to it than that. With our heartfelt and personalized approach, were focused on meeting every customers needs with the brightest solutions. For more than 140 years, weve learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. Were innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say were unlike any other bank. And youd be right." At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Salary Range: $106,250 - $177,050 annually Position Summary The Senior Trust Officer is responsible to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties for an assigned book of business and is expected to build a network of centers of influence. The Senior Trust Officer is responsible for assuring compliance with all Bank policies and procedures, as well as applicable regulations. This position is a leadership role. Primary Accountabilities People Manages a team of professionals in a customer-centric culture to excel in a fast-paced environment. Coaches, develops, and conducts performance management activities with direct and indirect reports. Identifies high-potential employees for advanced training and development opportunities. Effectively manages poor performers. May supervise a team of Trust Officers, Trust Administrators or Client Associates. Mentors Trust Officers and Trust Administrators Client Engagement Performs responsibilities related to creating and administering personal trusts, investment agency, IRA (Individual Retirement Accounts) and guardianship accounts, serving as the primary contact for customers. Conducts comprehensive assessment with current and potential customers and provides on-going advice and counsel tailored to clients financial goals. Recommends appropriate products and services to meet needs, based on objectives, tax and estate needs, risk tolerance and proper asset allocations. Meets with clients to ascertain their needs; also works with clients families, beneficiaries, accountants, and/or attorneys. Proactively reaches out to high value prospects and clients to market trust and investment management services. Cultivates business relationships with centers of influence to expand clientele. Manages documentation of all sales activities to establish a record for performance tracking, facilitating targeted analysis for future sales initiatives. Develops and maintains a referral network of internal and external sources

Midland States Bank

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Senior Trust Officer