AVP, Trust & Wealth Management

What You’ll Do

• Oversight of trust administration with a strong focus on compliance and risk management
• Aid in policy and procedure review and updates to ensure ongoing regulatory compliance
• Support divisional leadership with Board and committee reporting as requested
• Support internal and external audits and regulatory examinations (FDIC, IDFPR)
• Prepare court accountings and related documentation for court-supervised accounts
• Prepare annual fiduciary income tax reporting and filing
• Complete Regulation 9 annual reviews
• Act as discretionary investment manager for assigned accounts in accordance with client objectives, governing documents, and bank policy
• Identify, cultivate, and develop new trust and wealth management relationships
• Assist with departmental initiatives and projects as needed to support client service and operational excellence
• Participate on the Bank’s Trust Administrative Committee and Trust Investment Committee
• Perform other duties as assigned to support the Bank’s continued success

What Success Looks Like

• Well-managed fiduciary accounts that align with governing documents, client objectives, and Bank policy
• Strong regulatory compliance, audit readiness, and risk management
• Trusted client relationships built on professionalism, integrity, and service
• Consistent contribution to department growth and referral activity
• Effective collaboration with internal partners and the trust operations team

Education And Experience

• Minimum of four (4) years of experience in trust administration and/or wealth management
• Bachelor’s degree preferred; completion of trust school and/or relevant industry certifications or designations strongly preferred
• Prior legal background or significant experience working with fiduciary legal documentation preferred
• Prior banking or financial services experience preferred
• Experience with trust accounting, portfolio management, and fiduciary software platforms preferred