Trust Officer

Essential Functions

• Comply with Trust policies and procedures
• Analyze and Interpret legal documents to determine the best course of action
• Review customer account transactions daily
• 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
• Cultivate potential referrals from exist accounts
• Analyze accurate customer needs
• Recommend investment / trust alternatives
• Perform presentations / meets with prospects
• Finalize new agreements with customers
• Cross sell other Bank products and services
• Recommend improvements to procedures
• Maximize technology tools available
• Assure accurate / timely settlement of Estates
• Respond to Employee Benefit inquiries appropriately
• Develop a high community profile
• Initiate and author client correspondence
• 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 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

• 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
• Provide leadership and positive direction for maintaining the safety and loss prevention program
• 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 Degree Business / Finance / Related
• Preferred Work Experience: 8 - 12 years relevant experience Customer service or sales experience General Supervisory/Manager Knowledge, Skills, And Abilities