Trust Advisor II (Virginia Beach) (HYBRID)

Position Accountabilities

• Perform and coordinate client estate planning.
• Conduct detailed estate and trust administration.
• Perform full needs assessment with current and potential customers and provide on-going advice and counsel.
• Develop and maintain long-term client relationships by providing excellent customer service.
• Handle daily incoming customer calls and inquiries in a professional manner.
• Develop referral sources and secure new customers in effort to assist with the business development strategy.
• Maintain and service existing clients.
• Work with investment, tax and legal professionals to meet client needs, goals and objectives.
• Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares’ BSA/AML Policy and Procedures.

Position Qualifications

• Education & Experience: Bachelor’s degree in finance or related field. CFP, CTFA, CPA, MBA or law degree preferred. 10+ years of experience in financial services, preferably in a bank trust environment. Experience with trust and estate laws and regulations.
• Knowledge & Skills: Superior customer service skills. Knowledge of financial planning and estate planning techniques. Knowledge of investment theory, investment types and strategy. Sales oriented, friendly and persuasive personality. Proven analytical skills. Excellent written, oral and interpersonal skills. Effective communicator. Well organized. High degree of accuracy with attention to detail required. Superior time management and problem solving skills. Ability to work independently as well as within a team environment.

Pay

Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc.

Schedule

N/A

Benefits

This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits.