Trust Officer

Northwest Bank • Lock Haven, PA • 4d ago

Reference #: R-100945 Job Description The Trust Officer is responsible for performing a variety of duties including: account administration, growing and retaining current customer portfolios, developing new business, conducting customer interviews and presentations, preparing financial profiles, analyzing financial information and identifying potential business areas, recommending investment / trust opportunities, reviewing client accounts regularly, remaining current on tax, regulatory and financial legislation and legal issues relating to trust law, and resolving customer enquiries.

Essential Functions

Comply with Trust policies and procedures

Analyze and Interpret legal documents to determine the best course of action to follow in the management of individual accounts

Assist with sett personal goals and targets

Review customer account transactions daily

Oversee / schedule client distributions / bill payments

Schedule client meets on periodic basis

Review financial / investment markets daily

Prepare / review customer documentation and agreements

Manage personal workload/workflow

Administer Trust relationships appropriately

Conduct regular investment review of portfolio with Investment Officer

Administer Guardianship accounts

Administer Custodian accounts

Assure appropriate management of IRA's and funds

Assure accurate / timely settlement of Estates

Respond to Employee Benefit inquiries appropriately

Develop a high community profile

Initiate and author client correspondence

Cultivate potential referrals from exist accounts

Analyze accurate customer needs

Recommend investment / trust alternatives

Perform presentations / meets with prospects

Finalize new agreements with customers

Coordinate and prepare information for RFP requests

Cross sell other Bank products and services

Recommend improvements to procedures

Maximize technology tools available

Assure accurate information passed to Trust Operations

Oversee system cod on individual accounts

Self-learn / knowledge of Microsoft Office / Trust Account System

Self-learn / knowledge of Internet & Email

Minimize departmental non-payroll costs

Adhere to stated Trust department fee schedules

Minimize nonstandard fee schedules

Additional Essential Functions Essential Functions

Ensure compliance with Northwest's policies and procedures, and Federal/State regulations

Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency

Work as part of a team

Work with on-site equipment

Safety and Health for Supervisors with Direct Reports

Provide leadership and positive direction for maintaining the safety and loss prevention program

Actively participate in and support employee participation in the safety and loss prevention program by ensuring that employees know how to properly report a safety issue, making sure that all accidents are promptly reported to Human Resources and documented, and ensuring that prompt action is taken whenever workplace hazards are identified

Help implement emergency procedures

QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Preferred Education

Bachelor's DegreeBusiness / Finance / Related

Preferred Work Experience

8 - 12 years relevant experience Customer service or sales experience

General Supervisory/Manager Knowledge, Skills, and Abilities

Ability to identify existing and potential problems, obtain and evaluate relevant information, identify possible causes of the problems, and suggest an alternative course of action including innovative or creative approaches

Ability to allocate and effectively use information, personnel, time, and other resources necessary for implementation of Northwest's strategic plans

Ability to make decisions, render judgments, and take action on tasks within the scope of given authority in a timely fashion

Ability to develop, evaluate, and implement alternative courses of action, based on correct assumptions concerning resources and guidelines, and support decisions or recommendations with data or reasoning

Ability to present and express ideas and information effectively and concisely in an oral and/or written mode in a manner appropriate for the audience

Ability to listen and comprehend what others are saying and facilitate the open exchange of ideas and information

Ability to motivate and provide direction in the activities of others, appropriately assigning work and authority, in the accomplishment of goals; providing advice and assistance as required

Ability to understand and appropriately apply procedures, requirements, regulations, and policies; maintain credibility with others on specialty matters

Additional Knowledge, Skills and Abilities

Team player Excellent organizational and time management skills Ability to analyze financial data Strong client relationship management skills Excellent interpersonal and communication skills

Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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