Trust Officer II

Essential Functions & Responsibilities

• Administers personal trust, investment agency accounts, and probate accounts
• Develops new business by personally calling on customers, prospects, and centers of influence to achieve profitable volume in the following trust functions:
• Personal trust accounts (Living and Testamentary)
• Agency Accounts (Custodial and Investment Management)
• Probate Estates
• Conservatorships
• Maintains and monitors for maximum profitability consistent with quality service, fee schedules of specific accounts, and various types of business
• Reviews and recommends acceptance or rejection of various types of trust business
• Is active in the community, serving on boards, public speaking, and maintaining relations with CPA firms, law firms, and life insurance agencies
• Plans and implements seminars, workshops, and other events to generate profitable trust business
• Attends the following committee meetings: Trust Investment Committee, Board of Directors, Trust Committee, Trust Staff Knowledge, and Trust Committee

Knowledge, Skills, Abilities

• Education: Bachelor’s or Master’s Degree required. Strong preference for JD, CPA or another industry-specific credential
• Experience: Three to five years of trust or related sales or financial or legal services experience required
• Skills: Strong written, verbal, interpersonal and analytical skills, including ability to interact effectively with customers, employees and management are essential
• Abilities: Strong ability in CoreFirst Bank & Trust Competencies: Customer Focus, Compliance, Ethics, Perseverance, and Time Management

Competencies

• Adherence to CoreFirst Values; Respect, Communication, Integrity, Initiative, and Accountability.
• A secondary focus on internal and external Customers, Compliance, Ethics, Perseverance, and Time Management is also essential.

Physical Requirements

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• While performing the duties of this job, the employee is regularly required to talk and listen to customers and other employees.
• Physical activities include a combination of constant sitting, constant hand motion, and occasional standing/walking.

Work Environment

• This job operates in a professional office environment.
• This role routinely uses standard office equipment such as computers, phones, copy machines, filing cabinets, and fax machines.